Annex Wealth Management, Naples Branch - Naples (FL)

SHAM ROCK If getting life insurance was an Olympic sport, Maddie would’ve gotten a gold medal in my opinion. She didn’t just set us up with life insurance, she set us up for generational peace of mind while somehow making the process fun. I didn’t even know I could laugh and talk about death in the same conversation, but Maddie made it happen. 10/10 would recommend her to anyone with a heartbeat because SHE THE TRUTH. She probably could sign ya pets up too!!

Victoria Gregory Neal and his team are always very helpful and professional. It is a pleasure to know my investments are being looked over on a regular basis. Have recommended several clients to Neal.

Anthony Rowe This branch is by far my favorite. If you have an issue they will do everything they can to solve it. Lilliana and Diego have exceptional customer service. If you dont have an account with Citi then you are wasting your time and need to get one. This bank actually cares about the people

Jonathan Great experience with Levin! Highly recommend.

Brad Tilghman Steve is very responsive to questions and provides pro-active guidance on market events. His years of experience are evident in the guidance that he shares. He also serves his community in many ways. All 5 stars.