Altrus Investment Services (formerly Bradley Teets Investment Services) - Punta Gorda (FL)

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

Oates Margie Sue (Suzyq) This is the bank to be with, they care and have the right people for each department you may need help with. Capital City Bank knows to right way to help handle and invest your money.

Clarencia Hall I am so over the top happy to have found Fast Tax last year! Last year and this year Sarah is the absolute best! Very professional, timely, and most important informative! She has extensive knowledge of tax law and IRS. I trust her to make sure I am getting the best most accurate tax return! She has great experience with how to file small business! Friendly and such a joy! I look forward to working with Fast Tax for years to come!

David loiacano Not very cooperative. They try and push walmart.s version since they do this at the customer service desk

Cherilyn MacAdam I recently visited Frank Reynolds and Company and was greeted with a sense of comfort. I felt as though I was apart of family even though I just met them. Frank Reynolds (CEO) was very personable and helpful. This is not something you get from other CEOs of companies. Michelle greeted me with a smile and I felt as if I knew her for decades. I would recommend this company if financial stability is what your looking for.

Maria Bencomo I have had the pleasure of working with Jorge as my financial advisor, and I can confidently say he has exceeded every expectation. His professionalism, transparency, and genuine care for his clients’ well-being truly set him apart. One particular instance that stood out was when I referred a friend to Jorge. Rather than encouraging a change for personal gain, he advised my friend to keep his investments where they were because it was the best decision for him. That level of honesty is rare in this industry and speaks volumes about Jorge’s character. Jorge has also been instrumental in helping me budget and organize my financial documents to ensure I’m well-prepared for the future. He takes the time to answer every question thoroughly and leaves no detail unaddressed. I’m incredibly grateful for Jorge’s support and helping my son as he transitions into post-graduate life. I highly recommend him to anyone seeking trustworthy and knowledgeable financial guidance.

Lyndsi [Stafford] Edgar At eLuminate, we’ve had the pleasure of working with Levanti Wealth as a client, and we can confidently say they represent the highest standard of authenticity and integrity in their industry. Our experience collaborating with their team has been nothing short of exceptional. Levanti Wealth brings a level of wisdom, care, and clarity that is rare in the financial space. They approach everything they do with intentionality and deep expertise, always putting people first. Their professionalism and thoughtful insights are evident in every interaction, and they consistently demonstrate a genuine commitment to helping others build financial security and legacy. If youre looking for a team that is real, grounded, and truly knowledgeable, we highly recommend Levanti Wealth. They are not just financial advisors—they are trusted partners in your journey toward financial wellbeing. — The eLuminate Team