Financial Enhancement Services - Fort Myers (FL)

Tom Sullivan I’ve been a client of Jaime’s for years. In fact, I was with her father before she took over his practice. What I like best about this firm is they shoot straight. They speak to me in plain English and always offer sound advice.

Kim McLaughlin I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations. What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes. Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.

Alice Curtis Very professional, compassionate and knows their business...right down to their receptionist who is involved with other endeavors in the office. I will definitely use their services in the future if l decide to Stay in this area.

dinah grant using them for over 20 years

Dan Higgins No overnight parking. They load quick. There were 3 hi-los working together to load me.Make sure you know the trailer plate # and have you Drivers license at check in. Make sure trailer is at a minimum swept out.

Heather Markgraf Mari Harper provided an excellent experience when financing my new car. Her communication is a 10/10, even the car dealership raved about how quickly she answered the phone/ email. I received a great loan rate and financing for my mini-van. Very happy with my experience. Thank you Mari!

James Redd Dan and Lori have been a blessing. They helped my grandparents get $100,000+ in additional social security benefits and then worked their assets around to allow them to both retire within the month. And there is no hidden fee. Thank you, Dan & Lori!!!!