Alliance Financial Group - Fort Myers (FL)

Robert Shaffer Not only has David Lampert been an outstanding friend, but he has continued to provide excellent services to my clients, family and friends. I would not hesitate to contact David for any financial advice.

Ivan Stoyanov We had an amazing experience at Garber yesterday, purchasing a new RAM 1500. From start to finish, Daniel Linkov was very helpful, making the entire process smooth, stress-free. He was knowledgeable, patient and genuinely cared about finding the perfect truck for us. We highly recommend him and Garber Automall to anyone looking for a great service and stress-free buying experience. Thank you, Ivan and Margarita

Dee Carpenter Our taxes were prepared and submitted in an amazing period of time with one trip to the office. Everyone was pleasant and the office was clean and well presented. Jeff did a great job! Thanks!

Christa Hickingbottom Linda is absolutely fantastic. Best location we have ever visited. Had an appointment at another location and for some reason (hope everyone is OK) they didnt open the office. Called Mrs Linda and she got us in ASAP. Super friendly and great at what she does. Thank you all so much for the wonderful experience.

Jennifer Lechner Wonderful team of professionals that are knowledgeable, efficient, patient, personable, honest, and strategic. Anthony and Frank along with Brittany, Jeff and Jimmy will have your best interest in mind when investing and planning your hard-earned money. My husband and I left our last planner due to concerns we had; and after meeting with this team, we realized she invested our money based on her commissions and her interests. We highly recommend this financial planning group. They will make you feel like you are part of the family.

Letrice Waiters The customer service is the worse. The receptionist is rude and snotty. Came in to move My daughters 569 account. she clearly told me that I could not be seen at that office. I had to contact my service representative that was in Missouri when he finally gave me a call. They let me know that Garth could have saw me at the office also when I went back and asked her why did she tell me I could not be service and couldn’t answer any questions. She stated that her computer would not give her that information! Garth, however Was in his office, heard every detail and did not try to come out and explain what was going on very awkward. Did not know that Edward Jones had moved my account from his care to another representative So both of them were overseas of my account.No notifications nothing.

Dawson Zahorian Family Tree Financial Services provides the “Ritz Carlton experience with FedEx efficiency”. The highest quality advising and customer service. This is the premier wealth management group.

Delaney Mathews I had a great experience working with the Oxford Advisory Group in Orlando. Their team took the time to explain everything clearly and helped me build a strategy that actually made sense for my goals. They were professional, transparent, and never tried to push anything I wasn’t comfortable with. Highly recommend if you’re looking for financial guidance you can trust.

Barbara Williams Warm up