Financial institution - Fort Myers (FL)

Kim Fitzgerald I have found Orlando to be very professional, organized and very knowledgeable. On the personal side.... very calm mannered and kind. I wish him well on his new business venture and would recommend him for anyone looking for a financial advisor.

J Johnson If you want local people providing your credit card processing call James at Merchant Management! You will reach real, local people if you have a problem and not some "tech" from overseas. They have great rates and customer service and will take cate of you and your business. Highly recommended!

John McNeal We have used Devin at GeoDev for 20 years since we moved here. He is so easy to talk to and explains things clearly and is extremely patient [we need that!] in his interactions. Great staff. In our opinion, trust and the ability to communicate are the most important goals when selecting a financial advisor. We have both at 100% in Devin.

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan

Kewe Raymomd I conducted my business there and was out the door in less than half an hour. The staff were kind and professional.

SecretNinjaGRL Ninja Experienced, compassionate and very knowledgeable staff. Truly a "one stop shop" for all your financial and life planning needs.