Advanced Wealth Advisors - Fort Myers (FL)

Stephanie Crosby HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!

Alina Mekhtiieva Highly recommend TFR & Company! Timur and Shawn are very helpful, knowledgeable. For the last three years they were helping me to file my taxes, just recently they helped me to open a business. Fast service! Friendly staff! Never had any problems with them.

Cameron Killebrew Amazing services, friendly staff. Very patient and willing to answer all of your questions. Would highly recommend!!

Tom S Amazing, knowledgeable financial consultants. I am now on my way to financial freedom!!

Robert Castillo Best tax service

ax haddad The services provided by Liz Baker and Joel Marquez at Voyage Retirement Solutions has been above and beyond exemplary. Voyage came highly recommended by a colleague and after working with Liz for the last few years I can honestly say that she has made an incredibly positive impact on my life. She is a top notch advisor who combines savvy financial knowledge with genuine humanity and compassion. Joel’s expertise in Medicare and health insurance is unsurpassed. He is both conscientious and caring with his research and advice. Contacting Liz and Joel at Voyage has been the absolute best financial decision I’ve made leading into retirement.

Jeanne dEauede I got excellent service and was in and out of the bank in no time. I got a new card change my address and email I was extremely happy.

Nancy Cornwell I have a IRA with them and they are making me money , there great to deal with and very nice, you would be a fool to not use them.