Everwell Financial - Fort Myers (FL)

Barbara Lamar I love this place it takes your mind off what u have to do at home and the people and employees are nice I try not to miss a day and they also give you lunch and sometimes breakfast very clean location.

Miguel Valentin If i could not even give them 1 star I would’ve, they deserve 0. Serious scammers right here so if you are considering them DO NOT!!! Don’t be fooled ❌❌❌

Marie Clark William Hollands team has been a real god-send to our family. The team, especially Kate!, are wonderful. They take time to explain anything you need to know, the advice is excellent and far-thinking, and they are very responsive. Although I give them all 5 stars for professionalism, they are also very human, very kind, and sincerely interested in you and your concerns. The kind of trustworthy customer service they offer doesnt come often these days. Do yourself - and your family - a real favor and contact them soon.

Angela Sue Breeden There is a wealth of knowledge, experience, and wisdom behind Kingsman Wealth Management. You can invest with peace of mind that you will be well taken care of.

Lexi Moore The entire staff at this bank are so friendly and helpful. Building is also super nice and they often have treats at the front door. Definitely recommend banking with Capital City!

Mayra Vasquez Want to acknowledge Melanie Simon for her professionalism , kindness, positive answers for helping me . Shes an asset to this company . Grateful to her .

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.

Molina & Son Brick Pavers, Inc. The team at Adelson Group has been an incredible resource in helping me feel more confident about my financial future. They are knowledgeable, professional, and truly take the time to understand your goals and needs. I really appreciate their thoughtful guidance, consistent communication, and ability to explain complex financial matters in a way that’s easy to understand. Its clear that they genuinely care about their clients’ long-term success. If youre looking for a trustworthy and experienced advisory team in Boca Raton, I highly recommend the Adelson Group!

Jay Choose Alex every single time. One of the few that you can tell actually care about people!!