4 Best Gold IRA Investment Companies Near Me in Fort Myers, FL – Retirement Planning Services
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CPK Wealth Management
ADDRESS: 12381 S Cleveland Ave Suite 102, Fort Myers, FL 33907, United States
NUMBER: +1 239-230-9455
DESCRIPTION FROM BUSINESS: Our Mission CPK Wealth Management eliminates the restrictions and hurdles of larger firms allowing advisors to truly act as a fiduciary and do what is in the best interest of the client at all times…
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My life has changed since I walked into CPK Wealth Management office in Fort Myers, Fla. I went in there to see if they could help me manage my retirement, and stock/bonds portfolio. We discussed in great length what I wanted out of my investments. The education I got from Chad Kunc was priceless. He sat with me and explained everything that was possible. I left there knowing I was in good hands. CPK made me feel without a doubt that I made the right decision to let them take care of my investments. – Karen Vaccari
REVIEW #2 – Since I have had CPK as my financial advisor, I have to say that they have met what I need for my retirement. They asked me where I wanted to be in the future financially & try to meet my expectations. They also asked me questions as to what I have for that retirement, like my will, living will, power of attorney, etc. I already had most of these needs, but there were a couple of questions asked of me that I had not thought of, so I am looking into those questions for the answers that I need. I would highly recommend this company for your financial investments. – Phyllis Eygabroad
REVIEW #3 – Chad is always available when we have questions about anything. He’s always on top of things and easy to reach and talk to. He’s very knowledgeable and up to date on the latest news and financial goings on. – Terese Whelan
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Lighthouse Wealth Management LLC
ADDRESS: 2205 McGregor Blvd, Fort Myers, FL 33901, United States
NUMBER: +1 239-344-7575
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Caleb is an excellent man of great character. Have genuinely enjoyed getting to know him and work with him. I have high confidence that you can trust him to work in your best interest as well. – Matt Harris
REVIEW #2 – Caleb Lowman has the best insight in the financial industry. His service and attention to detail are unmatched. I really enjoy working with him and his team. Truly a man with integrity. – MICHAEL PARK
REVIEW #3 – Caleb was so helpful as I planned my finances. His insight, advice, and guidance helped me feel secure and prepared. – Krista Ercin-Maurer
REVIEW #4 – Been a client for several years cannot recommend anyone that will work harder for you. I have been very happy with the individual attention and the growth of my investments. – Kevin Kirgan
REVIEW #5 – I have been doing business with Lighthouse Wealth Management for 10 years. Their integrity and professionalism is second to none. – Johnny Tremaine
REVIEW #6 – Incredibly wonderful experience!
Caring and very knowledgeable wealth management professionals all the way ! – Brett Garrett
Retallick Financial Group & Retallick Wealth Management
ADDRESS: 9961 Interstate Commerce Dr Suite 160, Fort Myers, FL 33913, United States
NUMBER: +1 877-838-8384
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been clients of Retallick Financial Group, working with Don Retallick for over five years. Over this period of time Don and his staff have been a joy to work with and have provided us with the comfort of knowing that our investments are secure and safe. We would recommend Don to everyone who wants to invest in a safe and secure manner. – will richards
REVIEW #2 – Don Retallick and the whole crew are very professional and a pleasure to do business with. My concerns are there concerns. Friendly and look out for the best they can do for there clients. All are very personable and do there best to assist you in saving your money for a fluid retirement. 80% of my money invested with them can never go down. They have access to any kind of investment you chose to try. The clients security is primary to them. – Becky Conrad
REVIEW #3 – Very happy with our financial advisor Don Retallick! I advise all my friends , family & neighbors to see him. They will not be disappointed and they will have piece of mind that their retirement is secure! – Marlene Rokosz
REVIEW #4 – Don has been an amazing financial advisor to myself and Dorothy ever since we became part of the Retallick family. We have learned so much about planning for our retirement years and living comfortably with our investments. Highly recommended! – Marc Abraham
REVIEW #5 – Been with Don and gang for several years, a straight shooter that does not push a product on you. Always enjoyed his presentations and takes the time to answer any and all questions. In addition, we enjoyed several of his perk get togethers. I recommend that you attend one of his presentations and decide if it is right for you. – James Lovett
REVIEW #6 – You can trust Don to give you the correct information to increase and protect your investments before and during your retirement years. I know since I’ve been helped by Don since I moved to Florida in 2015. – Thomas B
REVIEW #7 – Don and staff are amazing at their work and is always trying to make sure that you are getting what you are entitled to, he knows his financial business and glad we have this company to help us. – Helen Heberling
Advanced Wealth Advisors
ADDRESS: 5237 Summerlin Commons Blvd #404, Fort Myers, FL 33907, United States
NUMBER: +1 239-455-1100
DESCRIPTION FROM BUSINESS: We are Fort Myers, FL financial advisors that specialize in comprehensive financial planning and fiduciary wealth management. Our financial planners and wealth managers have expertise in investment, retirement, insurance, tax, and estate planning…
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I can confidently say that working with my brother has been a great experience. He’s not only an incredible big brother, but also a thoughtful, knowledgeable, and trustworthy financial planner. He takes the time to explain everything clearly, truly listens to your goals, and makes the entire process feel comfortable and stress-free. It’s obvious he genuinely cares about the people he works with, and I would absolutely recommend him to anyone looking for a financial advisor they can trust. – Savannah Christensen
REVIEW #2 – Soren has been truly amazing. He made me feel so comfortable with my financial planning which can be a nerve racking experience. His knowledge of the industry and his experience made my decision to work with him very easy. – Sarah LeVeque
REVIEW #3 – Soren helped me tremendously through some sticky financial questions and situations. After working with him I felt much more stable and secure with what steps I needed to take in my finances and I’m so grateful for his advising services. If you’re looking for someone who is kind, compassionate and knowledgeable and will take the time to really listen and understand your financial goals and help you achieve them, you must work with Soren! – April O’Leary
REVIEW #4 – Soren and Annette are exactly what we were looking for in a financial advisor. Soren is smart, responsive and he has made us feel much more confident with our retirement. Both Soren and Annette are responsive to our questions and objectives. We tried retirement on our own for 3 years and we thought we were doing ok. AWA surpassed our results in the first year. We definitely recommend them! – Eileen Daly
REVIEW #5 – Soren is not just a financial planner, he is your advocate for a better life! Soren truly understands the unique difficulties that women face when it comes to financials, especially if they are recent widows or divorcees. He not only works for you but he works WITH you so you understand every aspect of what is going on in your financial portfolio. I cannot recommend Soren highly enough!!! – Katelyn Cassio
REVIEW #6 – We spoke with Soren from Advanced Wealth Advisors. He was absolutely wonderful! We had a difficult financial decision to make especially for people with limited knowledge in the area. Soren spoke in very easy terms to understand and was able to give us concrete advice! We are grateful. – Michael
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