Baird Private Wealth Management - Naples (FL)

Moises Gonzalez We want to take a moment to express our appreciation for the exceptional service provided by Shubert and the entire team at 1847Financial. From the beginning of our partnership, Shubert has consistently demonstrated expertise, professionalism, and a genuine commitment to our financial well-being. He takes the time to break down complex financial concepts into clear, understandable terms and is always available to answer any questions. Additionally, he proactively explores various scenarios with us, ensuring we have the knowledge and confidence to make well-informed decisions. His dedication and support have been invaluable, and we look forward to continuing our collaboration.

Erin Burns Chris was kind, helpful, knowledgeable, and supportive throughout the process. Chris provided a clear picture and understanding of our retirement plan which helped us feel prepared for our future. We highly recommend his services.

Letrice Waiters The customer service is the worse. The receptionist is rude and snotty. Came in to move My daughters 569 account. she clearly told me that I could not be seen at that office. I had to contact my service representative that was in Missouri when he finally gave me a call. They let me know that Garth could have saw me at the office also when I went back and asked her why did she tell me I could not be service and couldn’t answer any questions. She stated that her computer would not give her that information! Garth, however Was in his office, heard every detail and did not try to come out and explain what was going on very awkward. Did not know that Edward Jones had moved my account from his care to another representative So both of them were overseas of my account.No notifications nothing.

Damien Diaz Glover D. Glover The best finance company I ever had the pleasure of working what they really do work with you long as you stay in contact with them they were really really work with you playing I’ll buy my next car to them as well

Rebecca austin I highly recommend Steve Kongelf & his team. They are so helpful, and they took the time to make sure I was informed and comfortable with the entire process. Im excited to have them help me take the steps towards financial freedom!!