Consumer Financial Services of Fort Myers - Fort Myers (FL)

Marissa G. Abby is so incredibly helpful! She visited my ROTC class back in the fall and since then I have been meeting with her to build a well rounded financial portfolio as I kickstart my career in the Army. She is so sweet and easy to talk to and very helpful when answering all of my questions! I highly recommend her to anyone looking to become more financially confident.

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

Jeff Miller Integrity Finance provided many solutions for our company regarding working capital. Shane the principal is great to work with very knowledgeable. They are one of the few companies that are willing to work with me. I look forward to a good relationship as my business grows. I highly recommend Integrity Finance!!

Mo Austin I absolutely loved the staff!! Ms. Allende was very helpful, kind, and professional from beginning to end. They informed me of every step of the way. I would recommend this to anyone of help with your loans you will not regret it.

Eli Morejon These guys are awesome. Went in and they helped me out immediately after I had some questions about my retirement. They called retirement services with me at the branch and were very helpful. Daniel and a young lady at the front desk were very helpful. Thank you!

Eugenio Villarreal Stoopen I have worked with Greenlight for 8 years now. I have always been really happy with their service as they are very professional when it comes to delivering their services. Always quick and accurate with their responses. I could not think of a better company to do my taxes.