ALTRUS Investment Services - Punta Gorda (FL)

Emma OMara We were referred to Michael Conticelli by a family member and have been extremely happy with his services! He is competent, friendly, and willing to answer any questions we have had. 100% will recommend to anyone who needs help with their taxes!

Kala Shiver The website says the money center is open until 11pm. We drove from Panama City to pick up a check & went in 3 minutes after 9pm & couldnt cash the check which left us with barely any gas & no money to get back home!!

Elizabeth Gonzalez Yasnery rodriguez, sonia Guzman, & maria marines were the best in helping me out! Amazing customer service and very helpful in the whole process. I will definitely be coming back to this advance america. Thank you so much!

Sarah Prince Jennifer and Tommy are very knowledgeable, efficient, respectful, helpful, and personable. I appreciate that they are straightforward and clear with loan details. I am impressed with their quick and accurate execution of work and their elevated troubleshooting skillset. I love their conquer-the-day attitude and energy which creates a positive and comfortable vibe in their office setting. Thanks for your help Jennifer and Tommy!

Jesus Rodriguez We moved to Vero Beach and last year my wife went to Google in search of an accountant so that he/she can prepare and file our income tax return. We were greeted by Danny Howes who was not only very knowledgeable, pleasant and at that time he offered their other services. Today we returned to have a financial planning consultation etc and once again we were informed, guided, and very happy with Danny Howes’ appointment. He clarified all of our doubts and helped us correct mistakes made by wrong advice given to us by other so call professionals.

Karen Vaccari My life has changed since I walked into CPK Wealth Management office in Fort Myers, Fla. I went in there to see if they could help me manage my retirement, and stock/bonds portfolio. We discussed in great length what I wanted out of my investments. The education I got from Chad Kunc was priceless. He sat with me and explained everything that was possible. I left there knowing I was in good hands. CPK made me feel without a doubt that I made the right decision to let them take care of my investments.