Edward Jones - Financial Advisor: Adam Cummings, CFP®|CRPC™ - Punta Gorda (FL)

Marcelo Rizzo PFA sets the highest standards of professionalism and ethics when it comes to Accounting, Taxes and Financial Planning. Dan, Sheila, Lynne and Mark are the best resource for my business and personal financial planning.

mathew johnson If you want your taxes done and done right, come to this place. Ive worked with Craig who was able to repair my tax return that was screwed up by another tax place and sort out my business return. I referred all of my kids to him!

Eric Collins very impressed with quality of work and the professionalism of Gustavo and his team. Doing my taxes has never been easier. In and out with all of my work completed for me. The office is very quiet and comfortable. Will be returning to do my taxes next year!

Michele Kaminski I have been a very happy and satisfied client of WRS since 2012. Mr. Bose and his team members are always available to discuss ones concerns. I am someone who always needs financial help, so I appreciate their assistance so very much. They are very honest and always act for the best interests of their clients. They represent the utmost integrity. I recommend them to everyone with the highest level of confidence.

Yemi O The team at Stoic Financial display a deep understanding of investment goals and financial objectives and provided tailored recommendations that aligned with my long-term goals and risk tolerance. I appreciate their proactive approach, keeping me up-to-date with market trends to help me make informed decisions. They are professional and genuinely care about their clients well-being. I highly recommend this team to anyone looking for financial solutions that prioritize success and client satisfaction!

Courtney Heath SRQ Wealth has been a game changer for our family. We had been taking many of the right steps as we plan for retirement and our family goals but Karin, Justin, and the entire team have really helped us level up and plan in a much more fulsome way that is paying off for us both financially and in peace of mind. Not only are they providing great financial advice and investing our funds wisely, they are an active partner, helping us stay on track, which we needed to realize our goals. 10/10 recommend. If you dont yet have a financial planner or yours isnt realizing your goals, you should definitely connect with SRQ.

Ahasan Habib The employees are outstanding and the most interesting thing is that they have the lowest price on gas in this area.