Cornerstone Financial Planning, Inc. - Fort Myers (FL)

Gregory Glasgow Jime Sanders is a wonder wizard with Financial ideas

Karen Vaccari My life has changed since I walked into CPK Wealth Management office in Fort Myers, Fla. I went in there to see if they could help me manage my retirement, and stock/bonds portfolio. We discussed in great length what I wanted out of my investments. The education I got from Chad Kunc was priceless. He sat with me and explained everything that was possible. I left there knowing I was in good hands. CPK made me feel without a doubt that I made the right decision to let them take care of my investments.

Julie Bastian could not have been friendlier or more service oriented!!!! My doctor didnt send the right paperwork, everything was moved around so my appointments were reworked so I could have everything done before my second appointment was to even begin. So happy I found these girls!

Josephine Mallory I received excellent customer service at Mariner Financial. Tristan was very professional. I highly recommend Mariner Finance for your financial needs. The staff Brittney Alan and Tristan are a great team and handle your needs as quickly as possible. I rate them five-star review

Carol Upshaw They are very courteous and file claims promptly good service with Mrs Connie and her assistant Mrs Iris

Daniel Abal Steve is a warm and friendly guy. He gives great advice and I trust his thought process and insights. I’d recommend Steve to anyone.

Mi Minyo This place is a hidden gem! Mind you, initially, I only came for a consultation. Mr. Lundy is very thorough, knowledgeable and patient. In addition, his office staff are very welcoming and resourceful. For many years, I have gone to H&R Block for my taxes. I am relieved to say, moving forward this will be my go to for business as well as individual returns. I would highly recommend this place to any and everyone! You will not be disappointed.

Geoff Cunningham Mike and Shoreline are a top notch group. They have enabled me to look at my personal financials with a more informed set of eyes. In addition, they have helped me to modernize my approach to being a professional in the modern workplace. I will be working with Mike for years to come and suggest you do the same!

Kenneth Scott I was with the almost 4 years with no issues. They are always pleasant too. I paid off my loan last week. I’ll finance with them again hopefully.