ALTRUS Investment Services - Punta Gorda (FL)

Anthony Pompile Chuck is the ultimate professional and very knowledgeable. I like that he works with the top Insurance Companies and searches for the best fit for me. I would highly recommend Chuck Knox to anyone looking for mortgage protection, life insurance or retirement solutions!!!

Rosa Tipton Karen was very polite, knowledgeable and very helpful. Thank you so much.

Lu Ortiz Really impressed with how smooth and easy the whole process was. They took the time to explain everything in plain language and made sure I felt comfortable with each step. I left feeling like I was in good hands the whole way.

JJ Picaso Great business that cares about the community and does a professional job.

Gise Duran All the workers do excellent work and very good, very good work

RALPH HUGHES I had the pleasure of working with LaTranda Daniels at DGM Financials, and I couldnt be more impressed with her service. From the moment our consultation began, she was warm, welcoming, and highly professional. LaTrandas meticulous attention to detail and dedication to her craft truly set her apart. She worked diligently to provide me with the best financial guidance possible, ensuring that every aspect of my needs was addressed with care and precision. It is evident that she takes great pride in delivering top-notch service and genuinely cares about her clients success. LaTranda has earned a loyal customer, and I will definitely be recommending her to anyone in need of a financial services professional who is committed, thorough, and tireless in her efforts to ensure client satisfaction. If youre looking for someone who goes above and beyond, look no further—LaTranda is the one you can trust!

Mary Dana Joe Timm and his staff have been invaluable to us since we decided to retire. Joe’s guidance to help us set up and maintain a retirement account has served us very well for the last 11 years. We had very little idea of how to invest our retirement savings but by working with and learning from Joe, we are living a life that I never thought possible. We are forever thankful to Joe Timm and Edward Jones of LaBelle. Edwin and Mary A. Dana