Fort Myers City Financial Services - Fort Myers (FL)

Ang B No one else Id trust like these folks. They are on top of things, professional, so knowledgeable, trustworthy, reliable, and they go the extra mile. The best of the best!

mayi Yepes David Kassir’s approach to financial planning is based on a deep understanding of the market and unwavering commitment to his clients. He is patient, attentive, and always available to answer any of my questions and concerns. David always takes the time to explain complex financial concepts in a way that is easy to understand, and ensuring that I am always fully informed and confident about all of my financial decisions .

George Merriam After interviewing numerous financial advisor companies, my wife and I feel so fortunate that we selected PFS Wealth Management Group to be our advisors. Curtis is very knowledgeable in all areas of financial planning and has continued to be extremely patient as we successfully and continually map out and implement our plan. Vincent is a true leader in ever sense of the word, and his compassion for his clients is obvious. This spills over to the rest of his team. You will be happy with the results and will be pleased in the trust that you feel. By the way, Linda makes a mean cup of coffee!

James Wells Still looking

Scott Petricone Had great experience with Joseph Dyer I had multiple questions for him on a Monday morning he was professional and courteous. Had to find a answer from his legal dept in reference to opening estate account told he would call me in afternoon and he did with all my questions answered.

Thomas A (Jahmakean) NEW Location !! Ok, let me start by saying that Mary Beth and her staff are all superstars. They will take the time and patience to resolve any issues that you may have with your taxes. I have been a client for over 12 years and would not trust anyone else to handle my taxes. On many occasions they would ask for additional information or documents that I would not have thought about, their thoroughness to make sure all essential documents are submitted is beyond any other person that I entrusted with my taxes. I have not lived in Key West for about 10 years but consistently and easily submit and sign all documents with ease. Thank you guys.

Ken My wife and I have been using this firm before they moved from Woodbury to Melville. We started with them in 2013 mainly because they are fiduciaries and only charge a percentage of our portfolio. There are only 3 people at the Melville office and all have been together since before we started in 2013. The firm has joined the “Wealth Enhancement Group” to access more financial resources. They have kept us well informed via Emails, phone calls and information progress meetings in their offices. Needless to say we have both been very happy using them.