Brannen Bank - Inverness (FL)

Carolyn Akerstrom Ive known the advisors and staff at FirsTrust for 25+ years and I would absolutely recommend them to anyone seeking competent, trustworthy financial guidance and investment management. HIghly educated and experienced with no commission sales or hidden agendas.

J. Shaw Renner I have been a client of Mr. Charles Bryant for over 8 years. I am very pleased with his watchful eyes concerning my portfolio. He is the reason I have been a client for so long. As a single woman, I appreciate his expertise in investing. Update: Just want to say it’s been 2 years since my original review and Mr. Bryant is still my Financial investment consultant. He is doing a great job. And my investments have flourished through all the covid 19 months. Thank you Charles Bryant!

Norbert Tuseo Good reputation

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.

CC Hight I highly recommend this place… The ladies who run this place are so sweet and caring!! If you need any kind of assistance they will help you out.

Maribeth Liska Custom Financial Solutions has been our tax service provider for several years. We couldnt have been more please with their customer service and knowledge that has help us with our financials and tax filings. Would absolutely recommend this company for all your financial needs!

Erica Houdyshell Cypress bank has gone above and beyond to meet my expectations. Their dedication to their customers is unparalleled and I will continue to rely on them as a source of trust for my financial means.

Michael White Mackenzie Fluharty, Financial Advisor, really takes her time to understand your needs and planning for the future. Mackenzie has helped my wife and I put together a plan that will lower our student loan burden. I would highly recommended Naples Wealth Planning to achieve your goals.

Lynn Bougie Hi Lora, I am opening up my finance trackers to do my end of month invoicing and bills and it reminded me that many of the trackers and tools I have in place and use consistently now are because of your class. I always "kind of knew" what I needed to do but I did not commit the time to do it. Through your class and the homework and the tools you provided I am much more in control of my finances. I know my worth and it feels good! Thank you for putting together such a great class. I hope you are well and that ships are coming in and out regularly and that you are only swimming with the dolphins.