Financial Planners in Venice

“From my experience Scott Pinkerton and staff are experienced, knowledgeable and trustworthy. They have demonstrated caring and individual attention for my wellbeing and future Than you Mary Ann Hodge“

“Entering my 50s and closing in on retirement with aging parents, I decided it was time to seek out the help of a financial advisor. After researching online, asking around, and reading reviews from various platforms, I called F5.From day one, Josh lived up to the reviews of his clients. He took me under his wing. He explained unfamiliar financial concepts, pointed out options I didn’t know I had, and took the time to answer my questions.Josh and I worked together to identify my goals and priorities, consolidate under one umbrella, and strategize a plan that aligned my assets accordingly. He provided guidance on estate planning, insurance and options for the path toward purchasing my first home.Josh has always been upfront, kind and never condescending. He has shown me what a long-term investment strategy looks like, advises based on my risk tolerance, and ensures the safest path for true growth while keeping inflation front of mind. He’s truly gone above and beyond.If you are looking for a fee-only fiduciary that puts you first, Josh and his team at F5 are the best there is.“

“We were reluctant to retire, thinking we may not have enough money to live on. Joe Mastroianni has been excellent to work with. He literally handled everything for us. It’s been a year since we reired and we actually have more money than we started with! We would strongly recommend him.“

“EVERYONE at DG Advisors (Melissa, David, Johnny, and Brendon)is a consummate professional, but also have the gift of making their clients feel comfortable, their unique concerns listened to, and even add a sense of humor at appropriate times. I especially have to give kudos to David Kovalenko who spent a lot of extra time explaining things to me on a level that I could much more easily understand. I have full faith in their abilities.“