Gap Financial Counseling - Naples (FL)

Michelle Awesome.

Max Schatzow THIS IS A TEST

Stephen Ridiculous in getting an appointment. It was a hassle for my 93 yo father to join me. $4 million to invest so I went elsewhere. Your comments below Mr. Renzy are WRONG. Your telemarketer would not let me bring my father to join me for ANY appointment. THEN I got upset as I had a good reason for it. He wanted to learn and invest too and cannot drive. Ludicrous!!!

Dallas Jeanty-Berg I joined this bank solely because my office is in the same building for ease with simple transactions. In that time, their customer service has left me pleasantly surprised and barring unexpected personal needs, I will not bank anywhere else again. Marianela Valenzuela helped me open my account here. She was knowledgeable on all their products and as a result of her information I got a $300 promotion for switching my direct deposit over. Tracey Burrow (branch manager) is fantastic. Every time I’m here it seems like she knows most of her clients by name. I’ve even seen people drop by just to say hi and go about their day. Banking has seemed so impersonal for so long that I’m just grateful to have a positive experience to share. Special shoutout to Kory Gonzalez as well! Always helpful and accommodating and they are lucky to have him. Thanks BofA!!!

Veronica Lipp I had a great experience. Shayan was very helpful and courteous. He answered all my questions and made me feel at ease about the choices I made

Robert F Got that good insurance

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

T. C. I was referred to Scott McKay by a colleague and I’ll be eternally grateful for the recommendation! Scott has uplifted me financially and spiritually. He researches and explains everything in a way I can understand. He checks in and always asks how life is going. He is so genuine, kind and giving. He truly wants everyone he works with to succeed and never be in a position that you no matter what happens in life, you will be financially strong. I’m thankful to be able to call him a financial advisor and a friend. Scott will always do right by you!

thomas setteducati Jacob helped me and my wife send money (wire) to an escrow company for our deposit on our new house. He was very nice and,helpful with this transaction. He treated us like royalty! We have been with PNC Bank over 20 Years!