CPK Wealth Management - Fort Myers (FL)

Sianne Gendron Sarah is incredible. She’s so patient in helping to set up, and adjust as needed, my financial goals and accounts. I have referred her to many friends, and they’ve all been beyond pleased with her, and her knowledge. Sarah does a great job explaining options, and any other questions I have. Highly recommend!

Mariana Pino They were responsable, smart and quick. They understood my needs and found a great and safe solution to solving my questions. 100% recommended!

David Sullivan I’ve had the privilege of working with Slexis not only as a trusted investment advisor but also as a longtime personal friend—and I couldn’t be more grateful. Her professionalism, deep knowledge of the market, and thoughtful approach to financial planning are unmatched. She always takes the time to explain things clearly and truly listens to my goals and concerns. I feel confident knowing my future is in capable, caring hands. If you’re looking for someone who combines integrity, intelligence, and genuine care for her clients, look no further. She’s the real deal!

Emerson Robbins John Letourneau is extremely informed on trends in the the stock and investment market. Absolutely someone to begin the conversation with if you are interested in creating/preserving wealth.

Abby Cruz I’ve been filing with Marvin for 3 years Now and he is the best ! I was worried I wouldn’t be able to file with him this year as I moved out of state but I put all my info into the link he sent me and within an hour I got a call back saying I was good to go he also got me approved for an advance which I received the next day. Definitely recommend!

Jay dawn I had such a wonderful experience with Keys Federal Credit Union thanks to Grace’s outstanding customer service. From the moment I walked in, she was warm, attentive, and truly went above and beyond to make sure all my questions were answered. Grace took the time to explain everything clearly and patiently, making what could have been a stressful process feel easy and comfortable. She’s professional, knowledgeable, and genuinely cares about helping people. Her kindness and dedication really stood out, and I left feeling confident and supported. Thank you, Grace, for making my visit such a positive one!

Maurice Olson I am not the type to do reviews-it is just not my thing. For the Seacoast Bank Fort Pierce branch I am making an exception. Michelle Cavil, part of the Ft. Pierce Management Team, is awesome. Michelle provides outstanding service. She makes me feel like family. I have multiple accounts with Seacoast and she takes excellent care of me very quickly. Hats off!

Karyn Morgan My experience with Chuck Chucri as my financial planner has been amazing! His knowledge and expertise is top notch! I highly recommend him to manage your investments! Chuck treats his clients with the utmost respect, and is always available for your every question and concern. His guidance has grown my investments exponentially. He treats you as family, and in todays world, that speaks volumes! Thank you and your beautiful family for all you do! I look forward to many years of collaboration!

Marilyn Brady Just a quick review to say that I had the pleasure of working with Noel Siddall yesterday at the Okeechobee Branch. I seldom write a review, but made this exception as Noel was exceptional. She was refreshing to work with, in every aspect--from her quiet yet confident manner, to her knowledge of what needed to be done, to her consideration of my time. Noel was also able to clearly communicate what steps needed to be taken and in what order, etc., etc., etc. I could go on and on. She is someone who "has it all", and I see her as an extremely valuable asset to Seacoast Bank for years to come. She is POTENTIAL PLUS! So, while Im typing, I want to say that I have seen a very positive change in this branch, as every person I have worked with has been a "cut above"--just like the days past. I would name more names but there are 2 girls of whom I dont know their names and wouldnt want to leave them out. So, "kudos" to management for hiring and training these girls. Keep on with the upward momentum and congratulations!