Financial Legacy Wealth Advisors - Fort Myers (FL)

Mr AyeLuhDude So every month around the same time I would go through the whole process again.(answering why do I need such a large amount in cash) Which always made me feel uncomfortable.(introvert due to poor hearing) But the reason I would draw it all out was because my card would decline and I’m looking southern, knowing it’s there. So I’d have to call the branch and raise my limit every time I had large payments. So today same thing as usual but, I was blessed to speak with ZENIA(Labelle Branch). Which simply explained that the daily limit increase was only good for 24hrs and all I have to do was sign a form to permanently increase my limit. Something so simple made my day because she understood my frustration and her patience and professionalism towards problem solving is top tier.

L B My first time visiting this office and the staff were accommodating, courteous and respectful. The work provided was done in an efficient, knowledgeable and professional manner. Mr. Buenano was on top of the situation from the beginning to the end, bringing me a peace of mind. I was very satisfied with the service in preparing of my taxes. I will certainly recommend my family and friends, and know that I will return next year.

Austin Preik If you have planning questions you ought to speak with Angela Brown at North Florida Financial. No judgment, shes there to help get ducks in a row and improve your bottom line. Shell work with your current professionals as well.

dannyp1 Extremely helpful, knowledgeable and friendly,great experience.

Jacob Right off the bat Corey and Isabella were so incredibly helpful and made me feel immediately welcome walking in, Victoria and Ms.Kathy made it incredibly easy and fast to get a new card as well as get me my first secured card, best banking experience I have ever had! if I could I would give 6 stars!

Drew Spear My father and I became customers of Wells Fargo investor Joshua Trahan back in 2004 when it was called A.G. Edwards. Josh had just gotten in the game but was very knowledgeable and helpful. From 2004 to 2008, as the recession started, he grew our portfolios exponentially. Through no fault of joshs we had to withdraw everything in order to pay off the mortgage on our house because my dad lost his job. With some advice from josh we were able to stay above water until the market rebounded. Thank you Josh. Drew & David Spear

Leon Reval A YouTube video featuring Dustin and Jazz Wealth caught my attention while browsing the internet. This chance encounter prompted me to undertake a comprehensive assessment. Following an exhaustive review, I felt assured enough to allocate my life savings to Jazz Wealth for the purposes of growth and development. Amidst a multitude of investment companies, Jazz Wealth distinguishes itself as a superior resource and investment opportunity.