Henderson Wealth Partners - Fort Myers (FL)

Rick Woodward We have been with Edward Jones for a number of years. We recently moved to Amelia Island and decided it would be easier to have our financial advisor here and be able to do face to face meeting. OMG what a difference Crystal has made in our first couple meetings. I feel like I am working with a totally different firm. I have to say people make the difference and Crystal has made a big difference. In my opinion she has gone above and beyond my expectations. She is helpful, listens well, explains well, follows through and I just feel like she takes everything so personal and wants to do the best possible job she can like these are her investments. But yet allows you the freedom to be creative so you have your touch on the investments. I cant say enough good things about her and her awesome assistant Michele. My wife and I feel extremely comfortable and trust them. I cant say we have had that feeling in the past with a couple other Edwards Jones advisors we have worked with. I highly recommend Crystal and Michele if you are looking for people you can trust.

Kristani Knapp Ive been investing with Castlewealth for the last six years and have been extremely pleased with the service they provide. One thing Ive appreciated is how they take the time to educate me rather than talking over my head. Something else for which Ive been grateful is how incredibly conscientious and thorough they are with all financial matters being fully addressed. Lastly, Ive been very happy with the performance of their investment recommendations!

Eli Morejon These guys are awesome. Went in and they helped me out immediately after I had some questions about my retirement. They called retirement services with me at the branch and were very helpful. Daniel and a young lady at the front desk were very helpful. Thank you!

Scott Yurchison Refreshing to have a financial advisor and wealth manager take a personal interest in your financial success. Not only do they work hard to bring above-market returns, but preserve your capital in times of volatility. Highly recommend.

Gia Girl The man that runs the place was so super helpful not only helped me sell my things but gave me a whole lot more than any other place around highlands county, Jerry was his name. The way that man runs his business is how everyone who has a business should do it. Keep up the amazing work, politeness, understanding my situation with a compassionate attitude and friendliness almost leaving that store wanting to do something nice for a stranger thank you guys.

david martin Always. Been. Here David Martin

Tracy Kerby Wonderful service!