365 Wealth Partners - Fort Myers (FL)

5 /5 Lisa Tilley: Catherine is one of the most amazing and knowledgeable women in business and financial advising. We have enjoying learning how to better invest for our future and our retirement.

5 /5 lynn tyler: My wife and I chose FMWMG for 2 reasons: The honesty of putting my bottom line in a higher priority than the bank or firm,and Their interest in keeping our wealth instead of creating wealth with risk. They are always available, and will tell the truth. Ethically focused. We come first.

5 /5 David Brendsel: Breandan & Catherine Having worked in banking and trust department management as a career, I’ve found this wealth management team to be the most trusted. They listen to your financial plans, design a portfolio to meet your needs and monitor the plan for results. I feel safe with designed strategies to maintain my portfolio market value and continue enjoying a steady income stream. I highly recommend this team to You!

5 /5 Bones Dane: We’ve used Joe Mastroianni for over 5 years, following him from Wells Fargo to 365 Wealth Partners. He has consistently asked before acting. He has taken time to understand my risk and investing needs before making any changes in my portfolio. He makes sure I understand and support the risks and reasons for considering an investment change. Joe supports my decisions and does not ever make me feel pressured and he supports my decisions. He is able to explain complex topics in ways that are easy to understand, even for a novice investor. When we want more information on a topic he is able to provide several sources, from LPL and elsewhere. We recommend Joe without reservation to anyone. From a one time review of a portfolio to complete management anyone can benefit. We believe Joe provides knowledge, deep experience and excellent value.