Davis Financial Group - Inverness (FL)

David Outstanding customer service. Great communication, well thought out advice. A real pleasure to work with

Jeremy Chase Kristy and Laura are very knowledgeable and easy to deal with on your financial management matters.

Anthony Fontana Great Experience. Met with Mr Berte and he set me up with a financial plan I am confident will take care of me in retirement and my family in the event something happens to me. He answered all my questions completely and took a collaborative approach. I appreciated the no pressure sales approach, Highly recommend!

SNAKE MIESTER Very good service. Wonderful eggs and okra syrup pancakes. 10/10! Went back again, got some Mac and cheese. Delicious!

Margaret Rand Do yourself a favor by making an appointment at Altrus Investment Services in Punta Gorda, FL. Sommer ONeil and Bradley Teets are both experts in their field. You will have peace of mind knowing they have your best interests in mind at all times. You wont regret it!

M D Beautiful office and great staff. Everyone so friendly and genuinely care. When it comes to finances, things can get little confusing. Chris has helped us and many of our friends to get to the right financial path. Thank you.