Evolution Retirement Services - Fort Myers (FL)

Justin Dear Dan was fantastic with helping me decide on how to best use my financial settlement and made sure to stay in contact after it was over to make sure everything was smooth. Definitely recommend him!

tory bell I’ve had the pleasure of working with Derek Howe for over 7 years now, and I can confidently say that Derek is one of the most professional and trustworthy individuals I’ve encountered in the financial space. His deep expertise, clear communication, and genuine commitment to my financial well-being has made a significant impact on my long-term planning and peace of mind. Derek consistently takes the time to understand my ever-changing goals, explains complex concepts in a way that even I can understand, and always acts with integrity and transparency. I truly feel like I have a partner who is invested in my success and who consistently goes above and beyond to deliver exceptional service. If youre looking for someone who combines professionalism with a personal touch, I highly recommend Derek Howe, Howe Wealth Management without hesitation.

Cason Van Zant Melwin has been very responsive, organized, and patient when doing my business tax returns. Highly Recommend!

Liza M. Feliciano, DMD Brian was heaven sent! He was an absolute pleasure to work with. Brian went above and beyond to get my loan approved and closed. As a self employed business owner, I faced special challenges for conventional mortgage loans that Brian knew how to navigate through and conquer. Brian was always friendly and very compassionate toward my individual loan needs. He had nothing but attention to detail and was always extremely responsive and thorough. I highly recommend Brian and will use him as my go to mortgage broker in the future.

Abby Gallagher Absolutely fantastic financial planners in this office. They are highly professional and know their stuff. The greatest thing I get out of working with them is a total boost of confidence financially and we all have a great time while doing it. James and his team are so warm and have great senses of humor. Not a dull affair!

Michael OBrien Really awesome people who are great at being personable and professional. Mark and Katy especially make sure you leave with a smile. Genuinely nice folks

Stephen Ridiculous in getting an appointment. It was a hassle for my 93 yo father to join me. $4 million to invest so I went elsewhere. Your comments below Mr. Renzy are WRONG. Your telemarketer would not let me bring my father to join me for ANY appointment. THEN I got upset as I had a good reason for it. He wanted to learn and invest too and cannot drive. Ludicrous!!!