Delgado Private Wealth Management - Naples (FL)

5 /5 Krystal Volpe: Jesus walked us through the beginning steps and ways to prepare for future goals. He was patient and explained things in a way you could understand. You can tell he has the clients best interest not his own, I have not experienced that with any other advisors I have spoke with. Jesus is very professional, knows what hes talking about about, and will help many people!

5 /5 Brenda B.: Jesus Delgado was referred to me and I could not be happier. He explained everything to us and made it very easy for us to understand. His communication is amazing. Any question I have, he reaches back right away. I recommend him to everyone! He is also bilingual, which is a plus for my family! Could not have chosen a better Financial Advisor!

5 /5 Heather Burton: If you want someone who will listen to your financial concerns and goals, devise a plan WITH you and be an absolute delight all along the way, this might be your guy. One of the best financial decisions I’ve ever made was beginning to work with Jesus. I feel very understood and much more secure about my financial future now having set into action a few plans and accounts. I have had nothing but clear communication, prompt responses and exemplary recommendations during our time of working together. I look forward to making many more financial moves together for the years to come. Thank you for everything, Jesus.

5 /5 Eduardo Rodriguez: I have worked with Jesus Delgado for my private wealth management needs for the last 5 yeras and I couldnt be happier with the experience. He is an incredibly thorough financial advisor who took the time to understand my unique situation and goals. From investments to tax planning, Jesus provided comprehensive guidance and support every step of the way. I highly recommend him to anyone seeking a full-service financial advisor who can help build a solid financial foundation for the future.

5 /5 Dominic Blanco: Delgado Private Wealth Management is top notch. I have known Jesus for well over 10 years now and it’s a friendship I am grateful for. I cant say enough about Jesus’ wealth of knowledge and personal service. He treats his clients like real individuals and doesnt use a set it and forget it approach. He develops a relationship with his clients and really gets to know their needs and goals. I have had other financial advisors in the past and none of them have put the same amount of attention into my personal needs as Jesus has. He goes above and beyond! Highly recommend.