First Fidelity Financial Group - Naples (FL)

Dawn Vishey A shout out to Carrie Coats of Ameriprise Financial Services. Its important to have financial discussions especially during these times. Carrie and I teamed up for an Pickleball and Financial Wellness clinic. As Carrie guided us through the current financial climate she was fun, informative and tied it back to a sport we are all watching grow exponentially. Thank you The Pickleball Haven of Naples, Pro AM Tennis and Pickleball and Ameriprise Financial Services for your forward thinking and delivery of how personal finances and pickleball have in common: Communication, Risk Management and Goal Setting

Eustis Sign Co Great adviser and very helpful in making financial decisions. Very professional and honest.

Chelsea Strickland Getting a little pricey for counting coins. I do see why though.

Kate Kevin had been my financial advisor for years. I trust him implicitly. He takes care of me like family.

Sean McKane Rueben Perez from Cross country mortgage did a great job for my wife and I through out the loan process and buying my home. He is very talented. He is punctual and very good at returning calls and resolving issues quickly. He makes the process easier. I am very grateful Rueben to you for all your help this last month. I highly recommend him to anyone going thru the process of qualifying for a loan and thru out the financial process. To Cross country mortgage he is a great asset to your company. Sincerely Sean Mckane

Brad Tilghman Steve is very responsive to questions and provides pro-active guidance on market events. His years of experience are evident in the guidance that he shares. He also serves his community in many ways. All 5 stars.