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

Gavin Bryant I’d like to thank Rose for giving such excellent service. She made opening a new bank account a lot less intimidating. Incredibly informative and kind as well.

Evan Greene Robert Harwood and his excellent team at Harwood Financial have done a fantastic job managing my portfolio for the past three years. They patiently answer every question I have about my accounts, directly give their advice on strategy - giving special consideration to potential life events if raised, and the protections they have built into their investment model for market disruption are truly impressive. I feel on top of my finances, Im excited about my financial direction, and I feel confident that I will reach my financial goals all because of the hard work of Harwood Financial. The icing on the cake? Theyre personable and treat you like family. I cannot recommend them more strongly.

Steve Gaines Absolutely hands down the best! Triton took our agency 360 collect from a small start up to a top agency. Debt is always fresh, media included. If you are looking to increase revenue I highly recommend this company.

Veronica Lipp I had a great experience. Shayan was very helpful and courteous. He answered all my questions and made me feel at ease about the choices I made

Nancy Cornwell I have a IRA with them and they are making me money , there great to deal with and very nice, you would be a fool to not use them.

Ernie Sanchez Colleen is so incredibly sharp and savvy on portfolio design to maximize what you have as tempered by your risk comfort. Shes just a joy to work with; so personable and friendly. If youre looking for a financial advisor, go see her....now!

Kewe Raymomd I conducted my business there and was out the door in less than half an hour. The staff were kind and professional.