Edward Jones - Financial Advisor: Taylor M Schenone, CFP®|AAMS® - Fort Myers (FL)

Shayna Ford Joshua Boulware leads his team with confidence, grace, and transparency. He will make sure that you are informed every step of the process and you are treated with respect, dignity, and phenomenal care. With Joshua Boulware and the entire HOF Wealth Management team, your best interests will be at the forefront of every decision.

Maria Bencomo I have had the pleasure of working with Jorge as my financial advisor, and I can confidently say he has exceeded every expectation. His professionalism, transparency, and genuine care for his clients’ well-being truly set him apart. One particular instance that stood out was when I referred a friend to Jorge. Rather than encouraging a change for personal gain, he advised my friend to keep his investments where they were because it was the best decision for him. That level of honesty is rare in this industry and speaks volumes about Jorge’s character. Jorge has also been instrumental in helping me budget and organize my financial documents to ensure I’m well-prepared for the future. He takes the time to answer every question thoroughly and leaves no detail unaddressed. I’m incredibly grateful for Jorge’s support and helping my son as he transitions into post-graduate life. I highly recommend him to anyone seeking trustworthy and knowledgeable financial guidance.

Audrey Elmore Jarrod helped me with restructuring my settlement. he was patient and understanding throughout the whole process, he took the time to write up different plans for me so that i could figure out what one would be best for me, he stayed in contact throughout the whole process which took about a month. i’m very happy with the outcome, thank you Jarrod and Black Square Financial!

Kevin Christner Had a fantastic meeting with my financial advisor Danny. He was thorough in his explanations and happy to answer the many questions I had. There was no pressure to make any decisions right away.