Family Wealth Planning Group of Raymond James, Tom LaMacchio & Nadia Keric CFP - Naples (FL)

mayi Yepes David Kassir’s approach to financial planning is based on a deep understanding of the market and unwavering commitment to his clients. He is patient, attentive, and always available to answer any of my questions and concerns. David always takes the time to explain complex financial concepts in a way that is easy to understand, and ensuring that I am always fully informed and confident about all of my financial decisions .

David loiacano Not very cooperative. They try and push walmart.s version since they do this at the customer service desk

Marissa Zechinato I had a wonderful time coming to Infinity Tax and Financial Planning. Kathleen is so kind and genuine and offered me all the assistance I needed. I had fun getting into an unexpected conversation about music with the team while my rather complicated (freelance musician) tax return was being handled. They charged me a very reasonable amount. I will definitely be coming back here.

Brenda Spinella Very bad advise from this Company. Pressured me to sell Home Depot @$77.00, Also Apple at $105.00.Please check and see stock prices now. Corporate did nothing. They took advantage of a Senior. Buyer be ware..

Kendra Baxter Im so glad to have been recommended Five Star Mastery for credit repair services. They are efficient, communicative and very effective...not to mention quick! Im so pleased with the results. If you need help with your credit, dont hesitate, reach out to them today... you will be glad you did!

John Sherrard My office had the best experience with Browning Insurance & Financial Services. Their team of professionals answered all of our questions in a timely manner and are always looking out for our best interests. I would highly recommend Browning for all your insurance and financial needs.