Fero Financial - Pt Charlotte (FL)

5 /5 John Leclair: Working with Rebekah at Fero Financial has given me so much peace of mind. She takes the time to truly understand my goals, explaining everything in clear, simple terms to create a customized plan that makes me feel confident about my investments, retirement, and overall financial well-being. If youre looking for someone you can trust to guide you through the complex world of financial planning, I highly recommend Fero Financial. I feel so much more secure and optimistic about my future thanks to their expertise and guidance.

5 /5 Ric Gauthier: There is no other person that we trust with our finances. Shes not just a certified financial planner shes a life coach!!! I wholeheartedly recommend Becky Fero!

5 /5 charles barrow: Fero Financial is a model investment fiduciary largely because of the efforts of Certified Financial Planner Rebekah Fero. Rebekah guided my parents’ financial interests for at least 20 years and has done the same for me and my wife for about the same length of time. As did my parents, we have put our entire faith and trust in her ability to lead us in the right direction when it comes to investment matters. She faithfully consults with us each year and whenever we have questions, the answers to which help us decide things that will affect our financial stability, and effectively allays our fears when markets become unstable. Each week we receive an email from Rebekah about issues of import in the contemporary market and each month we receive her American Lifestyle Magazine that covers a variety of engaging topics about people, places, and things. In short, Rebekah’s professionalism as a CFP is unassailable and her efforts to do what is right for our family has been indefatigable. I think I can also legitimately claim that Rebekah has, in some ways, interacted with my wife and me as would a member of our family. She shows genuine interest in our and our children’s lives. She sends us holiday greeting cards and Christmas gifts. We are not only grateful for the interest she shows about our economic interests but also for the personal lives of our family

5 /5 Anna Jordan: Becky really takes the time and cares, not just for my finances, but she cares about what is happening in my life as well. Having a Financial planner has helped me see the bigger picture, not just the moment I live in, but for all of those future moments.