Finley Wealth Advisors - Naples (FL)

Cyrus Winget Colleen is incredibly helpful, friendly and personable! She offered me great recommendations, being new to Florida, treated me very well at the branch to set up my new account. Greeted me with a smile and sent me off with a smile, that’s customer service! Thank you!

Paul Schmieder Sam Latiff and the rest of the staff are amazing highly recommended for all your banking needs

Jamie Marcario Tom Barry is one of the most knowledgeable advisors for those of us in our 50s. We’ve seen firsthand the financial devastation that my in-laws faced because they did not plan for their long-term needs. If you’ve been through that and want someone to help you plan to avoid a similar fate for yourself and your kids, Tom is the person to help you plan a financial future that avoids the pitfalls so you can focus on living well.

Paul Schmidt Scott is an incredibly intelligent person with high morals. Its a real plus having a tax attorney as an investment advisor. His knowledge crosses over many areas and hes had many years as an investment counsellor. Hes an easy person to talk with about any financial concern.

Phyllis Smith Whenever I need help, someone is always available. Theyre friendly and not afraid of laughing. Ive had this co.(before it was Sun Trust) 23 years before Truist took it over

Tony Weaver Yeap

r Mitchell Marc Tomberg is the best advisor I have ever had. If I could give him 10 stars, I gladly would. He takes the time to listen to both my current needs as well as my future ones. His staff is outstanding and makes me feel welcome. I can definitely see why he’s been recognized nationally by Forbes magazine. I highly recommend him.