Financial Planners in Naples

“The PFS team goes above and beyond to listen and tailor financial advice for long-term planning. This group is the cream of the crop !!“

“Mackenzie Fluharty, Financial Advisor, really takes her time to understand your needs and planning for the future. Mackenzie has helped my wife and I put together a plan that will lower our student loan burden. I would highly recommended Naples Wealth Planning to achieve your goals.“

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“Trent has been our Financial Advisor for many years! He has always been extremely knowledgeable, helpful, trustworthy and a total pleasure to do business with! He has helped me grow my portfolio over the years and because of him I am looking forward to a wonderful retirement!“

“What can I say about Jamie that I don’t tell her all the time?! She’s absolutely AMAZING at what she does! I trust my entire family’s accounts with her and have referred her out to numerous friends and colleagues. If you want someone you can trust and who will always be transparent with you, your search is over, JAMIE IS YOUR GIRL!!!“

“Jason and the Summit Team have been wonderful to work with. They’re professional and communicate very well with us. We always feel their being transparent and make the appropriate financial changes necessary that make us both condor and successful. Would highly recommend them!“

“George Kiraly is an honest, hard-working and knowledgeable financial planner. The personal attention and service I receive makes me feel very secure and confident. I am truly impressed with his diligence and professionalism. He always listens to my needs and is someone I can totally trust. I highly recommend George and his team. Top notch!“

“I highly recommend Faithward Advisors to anyone who is seeking a Biblical Responsible approach to managing your money. Knowing my investments are aligned with my values is really important to me. They also listened to me and helped me create financial goals.“

“Jeff and his people do a great job. Jeff is trustworthy and reliable. He'll also take a more cautious approach if that's what you want rather than try to force you to pay more in fees.“