Alexander Peter Wealth Management - Punta Gorda (FL)

Lorena Maldonado I’ve had the pleasure of filing with Silvia 2 times & have never had an issue . Silvia is so professional when it comes to helping with anything I’ve needed , thanks to her I’ll be signing up for legal shield soon

Lee Ann Davis The staff here is great.

Alexey Husak Did my tax return with them last year. Friendly attitude and knowledgeable people. They described me a lot about procedure of tax return process

Cyndi Lou Bigley A very well rounded company.

Michael Hawkes Awesome customer service. Mark Midkiff has been more than an advisor but a true friend. I highly recommend their services. I never feel rushed, they always spend the time I need to feel comfortable. Well done Mark and team

steven cohen Outstanding Experience – Highly Recommend! We had an amazing experience working with Josh to sell our home! From the very beginning, he was professional, knowledgeable, and incredibly responsive. Josh guided us through every step of the process, offering expert advice on pricing, staging, and negotiations. Thanks to his dedication and strategic marketing, our home sold quickly and for a great price! What truly set Josh apart was his personal touch and commitment to making the process as smooth as possible. He went above and beyond to ensure everything was handled efficiently, and we always felt like a priority. If you’re looking for a real estate professional who is not only skilled but also genuinely cares, we highly recommend Josh and his team. We couldn’t have asked for a better experience!

Terri Huerta Dirinda truly cares about her clients and it shows. She is very professional, honest and ethical. I recommend her without question.

Oneida Hernandez Hello, good morning, I share with you that I made my taxes with you and I am very grateful because I already received them and in record time, thank you for helping me and blessings to all

Frank Mezzapelle Ive gotten to know Travon over the past few years and really appreciate his ability to listen and to understand his clients needs. Even if you just want to bounce ideas itll be a worthwhile conversation. I recommend Travon highly.