CPK Wealth Management - Fort Myers (FL)

Love Forever I highly recommend them. Very professional, helpful, and always available for their costumers.

Jillian Ozkara Benchmark was a wonderful place to work both in terms of professional development and culture. I’ve worked for several financial planning and investment firms in the past. Honestly, I have seen so many underhanded activities, such as advisors charging high commissions or selling products clients did not need. The advisors I worked with at Benchmark had integrity. It’s a smaller firm, so advisors are able to work closely with clients and build relationships. The advisors were honest, reasonable, and genuinely cared about each client. If I weren’t a Financial Planner myself, I would consider hiring Benchmark. They look your complete financial picture—they don’t simply sell products like everyone else.

Jb Sepeda Worked with Robert Churchill from Us Fund Source, and these guys get the job done, Professional, Respectable, and very good Customer Service. Never missed a beat during the whole process of getting funds. Very highly recommended.

Angela Bravo The attention is personalized, I really liked the attention of Miss Lorena Burbano, she gave me all the information I need for my efforts. Many thanks and success to Banco del Austro

Josua Schroth I have experienced some challenges with the bank in the past, but my recent visit to this branch completely changed my experience. Last Friday, I was assisted by Bhargavi (“Jigi”), who was exceptionally helpful and professional. She took the time to ask the right questions and provided me with the exact solution I had been struggling to find elsewhere. Her outstanding customer service and problem-solving skills made all the difference. I highly recommend this branch to anyone looking for a bank that genuinely cares about its customers’ needs. Thank you

greg ellis Very good people and company

Alicia Norman Excellent kind, personal service. Very trustworthy and knowledgeable.