Top 15 Financial Advisors in Punta Gorda, FL

Roger Pratt Jill Spatola helped me organize my 401k and pension accounts into one simple account that is easy to understand and keep track of. She was able to explain this to me in plain English that made sense! Thank you so much!

nanci wadsworth Arthur knows the codes and did an excellent job with our tax prep!

Andrew Dumas If you are looking for an Investment company that can help you understand the market, guide you towards a fruitful retirement , and takes the time to educate you on different financial services that will benefit your life, Ameriprise is the company for you. Oscar Tapia and Jason Tapia took their time to guide me through different plans and were patient with me to make sure I was making the right decision for myself. As someone who is just getting into the investment world they gave me all the knowledge and tools needed to make an educated investment choice. They are the best and I will recommend them to everyone.

Anne DiNapoli Absolutely love working with Kristin! She is knowledgeable, trustworthy, and truly has my familys best interests at heart. She takes the time to understand our goals and provides clear, strategic advice. Highly recommend for anyone looking for expert financial guidance.

GrimReaperTrader As a seller of a home, we are currently dealing with Cardinal Financial who represents our buyer. They have had three weeks to appraise my home, and have failed to provide us an appraisal amount, and the appraiser they privately hired, failed to do the same, and is refusing to disclose. I am now less than two weeks away from closing, and am unable to pack my belongings or find a new home. I will follow up with a BBB complaint about Cardinal and their unethical practices.

Janna Laird David and his staff went above and beyond to help my husband and me. David was always available to help us and he made sure we were knowledgeable with what we were discussing. I highly recommend David to help you with whatever your credit needs may be.

Cassandra Chimento Trusting someone to work hard and have your best interests during the home-buying process, one of the largest purchases you will ever make, is scary... however, I am extremely happy that we found Jamal and he quickly put our nerves at ease during this process. He is extremely knowledgable, hard-working, and personable. He overcame each obstacle that we threw his way, day or night, and worked tirelessly to help us along the way, not just to get us in a home but to set us up for success long-term. I cannot recommend Jamal highly enough.

Mark Kochanek-Freeman Dave Wattles and his team at Alexander Peter Wealth Management have made great progress with my investment. I always fons Dave and his team informative and engaging. Dave especially has navigated me through change and prosperity. I have found him honest, knowledgeable and also empathetic which means a lot in todays financial markets. Dave has always considered me first and navigated me through great change. It makes me very happy to compliment Dave and his team members for their continuing great work.

Melanie Bocock Beane Atkinson took care of my dads accounts and now mine for several years now and I am very pleased with the level of service and attention that I have received. Garret is very knowledgeable and a pleasure to work with.

diane queen We have been working with Landsberg Bennett Private Wealth Management for many years as our financial advisors and administrators, and they have always been a pleasure to work with. We know we can trust Lew Bennett and his staff with such an important part of our lives, and we are very pleased with their successful track record for us during that time. Their flexible and highly diversified strategies enable us to adjust our portfolio investments to changing situations. They are always easily accessible and responsive to answer questions and provide services.

Matthew Indy I wanted to take a moment and thank both Tim, his staff, and family for all of the work they have done for us over the years. Tim himself is incredibly knowledgeable when it comes to wealth management strategies and I have appreciated his continued commitment to receiving additional certifications to be a cut above the regular financial adviser. Tim is very good about answering questions I have, keeping me apprised of market updates, and holding hands through market corrections. His staff, particularly Carol, has always been good about communicating with us when updates need to happen. When I drag my feet to reply, shes good about help keeping me reminded of things so that everything works smoothly. And I mention the family because not only am I privileged to know both Tim and his wife Tiffany personally from back in college (dont ask me to admit how long ago that was), I know of all the hard work she too puts in to her clients happiness -- like that delicious lasagna brought into the office and also how she too had/has her series 6/7 licensing and worked with the firm. Long story short, if you are looking for a place to have your money managed, this is the place to do it.

Tyler Travis What a horrible group of people. They’re ruining my business. They call 4-9 times a day and it makes me sick. Along with all the other spammers it’s getting out of control!!

Patrice Merritt Adam has been my financial advisor for six years. He has never steered me wrong and always teaches me something new when I visit his office. This is what financial management look like.