Top 15 Financial Advisors in Naples, FL

Karla Soto The best firm for financial planing. Highly recommended. They are very knowledgeable and explained everything well.

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

alex lewis Aaron’s a fantastic financial advisor! He’s super approachable, breaks down complex money stuff into plain English, and makes you feel at ease. Whether you’re planning for retirement or just sorting out a budget, he listens, explains things clearly, and tailors advice to your needs. Highly recommend him for anyone looking for guidance without the jargon!

Anthony Fontana Great Experience. Met with Mr Berte and he set me up with a financial plan I am confident will take care of me in retirement and my family in the event something happens to me. He answered all my questions completely and took a collaborative approach. I appreciated the no pressure sales approach, Highly recommend!

Ms. B’s Science and Cats! Jason and the staff always make me feel important and comfortable. I trust his advice and am very satisfied with the many years that I have done business with him.

George Merriam After interviewing numerous financial advisor companies, my wife and I feel so fortunate that we selected PFS Wealth Management Group to be our advisors. Curtis is very knowledgeable in all areas of financial planning and has continued to be extremely patient as we successfully and continually map out and implement our plan. Vincent is a true leader in ever sense of the word, and his compassion for his clients is obvious. This spills over to the rest of his team. You will be happy with the results and will be pleased in the trust that you feel. By the way, Linda makes a mean cup of coffee!

Todd Swanson Excellent level of service at a reasonable fee. Our results have been superior with this highly ethical and professional organization

Tracy Sturgill Ed Canty helped me navigate my tax situation & was responsive to all my questions & concerns. Canty Financial is helpful, professional, & most importantly transparent in what they do. Thanks again!

Javed Kapadia Soren has been managing my finances for several years and I am truly impressed with his deligence and professionalism. He always listens to my needs and someone I can trust. I highly recommend Advanced Wealth Advisors.

J. Alvarado This was my third loan with One Main, and let me tell you, this company cares and will work with you through every step. The Naples office here in Florida made it a very simple and quick process! Highly recommend

Bob Boby This place was good

Theodore Wishin Absolutely unprofessional and nauseating. Started my retirement and fighting to alot my savings. On phone for two hours with wanna be ......consultant? Loosing battle but not the war yet. Please pray for me. If I can get it I will donate to a good cause because its gonna take a act of GOD to do it. Forgive me father

Brian Kidder My family has been working with Jamie for a few years now and she has been excellent. She is professional, honest and truly cares about the people she advises. She really does have the heart of a teacher in explaining money matters and is very reliable and easy to talk to and get a hold of with any questions. Bergen Wealth Management is the place to go for your financial needs.

John Preston Ive been working with Will and Bill for years. They really cater to their clients and offer some unique strategies to grow wealth. Looking forward to my early retirement.