HBKS Wealth Advisors - Naples (FL)

Jan Brandi Working with Deidre Fernald, CFP® has been a life-changing experience for both my fiancé and me. We came to her for help with budgeting, debt management, and marriage financial counseling, and what we found was so much more than just a certified financial planner — we found a guide, a supporter, and someone who genuinely cares. Deidre’s approach is so kind, gentle, and understanding, and somehow, even during deep financial discussions, we find ourselves laughing and feeling closer as a couple. We used to struggle with communicating about money — it was a real source of stress. But Deidre helped us break through that. Thanks to her, we now have a stronger financial foundation and a stronger relationship. If you’re looking for financial planning in Clearwater, someone who understands both the numbers and the emotional side of money, Deidre Fernald is the one. She’s helped us create a plan that works, brought peace to our home, and I truly can’t wait to see what another year under her guidance brings. Highly recommend her for budgeting for couples, marriage financial counseling, and anyone wanting to grow both their wealth and their connection.

Nasir Nabial Its nice to have a new location here in lakeland, beats having to drive to Orlando or Tampa. As someone who used to be on TD Ameritrade, the switch over to Schwab was done well, Bravo.

Teri Coutu Heritage offers quality services in a friendly manner. I highly recommend their specialized financial and fiduciary services!

El Marinero Very helpful staff, they helped my mother with her SNAP application and is now waiting for approval!

George Morgan Jeffrey at the fort Pierce store was 100% awesome made me feel at home made me feel good he helped me Tasha did the same for us me and my fiance and we will definitely come back here we will definitely send our friends here recommend people here and I will definitely come back because of these two people!!

Teodoro Arce Excellent advisor, helped me understand everything without complicating things. He was always attentive, answered my questions, and made me feel very comfortable with my decision. 100% recommended!

Sarah Cacic Drew has been our financial advisor for 13 years and there’s truly no one better. He takes the time to figure out your family dynamic and what’s best for you long term. His advice has been invaluable, and I would recommend him to every person I meet. He helped us tremendously in both our personal and business financial endeavors. There is no debate, Drew Allen is hands down the best.