CPK Wealth Management - Fort Myers (FL)

jay thomas John Gordon contacted me a little over a week ago to let me know that they received a partial payment on an account that was rather recent however the company has been dodging us for months, this was odd because up until completion of the job "fire station in Oceola County" we would have daily conversations with them. We have been in business for over 30 yrs and I can only remember having a collection issue once, needless to say I was quite apprehensive to hiring a collection agency but at this point I have run out of options. In any event we received the first portion of the payment in the mail this morning and we are very grateful for your services. I know that people seldomly take the time to honor great behavior thats why I felt the need to do so. Your company has made believers out of me. If I ever run into another situation like this youll be the first that I call.

Cynthia Garbutt The 5th Street branch on Miami Beach is excellent. Great staff and manager. Always helpful, professional and welcoming. They go above and beyond for their customers. Give them a pay rise, please.

Jacqui Irwin Michael D. Felson is always very prompt and shows excellent accounting work. He is very professional and one that pays great attention to detail. I highly recommend using Michael as your accountant, as I will be using him every year!

Jeremy Bailey Kasey is extremely professional and turned a bad day into a great one. She really went the extra mile and made me feel so welcomed. Thank you!

Cameron Sweat Aaron Ryan at the Seminole office has been super attentive and helpful with my account questions and needs. He is truly a gem at this company and exceeds my expectations as a member.

Jan Brandi Working with Deidre Fernald, CFP® has been a life-changing experience for both my fiancé and me. We came to her for help with budgeting, debt management, and marriage financial counseling, and what we found was so much more than just a certified financial planner — we found a guide, a supporter, and someone who genuinely cares. Deidre’s approach is so kind, gentle, and understanding, and somehow, even during deep financial discussions, we find ourselves laughing and feeling closer as a couple. We used to struggle with communicating about money — it was a real source of stress. But Deidre helped us break through that. Thanks to her, we now have a stronger financial foundation and a stronger relationship. If you’re looking for financial planning in Clearwater, someone who understands both the numbers and the emotional side of money, Deidre Fernald is the one. She’s helped us create a plan that works, brought peace to our home, and I truly can’t wait to see what another year under her guidance brings. Highly recommend her for budgeting for couples, marriage financial counseling, and anyone wanting to grow both their wealth and their connection.

Peter Screnock The Anders team is very knowledgeable and responsive yo all my questions and concerns. They were very familiar with the Florida Retirement system (DROP) and associated forms/paperwork. They customized my investment strategy to my specific situation and needs. My 4-year degree (B.S. Environmental Science) is of little help in the financial and investment world, as a result I seek out experts in their field of expertise (Doctors, layers, etc.) I am very satisfied with my experience with Anders Retirement & Investment Advisors and would highly recommend them especially for those like me who are not so comfortable or knowledgeable enough to navigate in the investment world.

dinah grant using them for over 20 years