Henderson Wealth Partners - Fort Myers (FL)

Celine Parot My husband and I have met with Anthony several times and to say we are impressed, is an understatement. He is beyond passionate about what he does and was very patient to answer every question my husband had. My husband is difficult to impress since he has been investing his own money for many years. We think Anthony was professional and put us at ease. We are excited about working with him!

Theodore Wishin Absolutely unprofessional and nauseating. Started my retirement and fighting to alot my savings. On phone for two hours with wanna be ......consultant? Loosing battle but not the war yet. Please pray for me. If I can get it I will donate to a good cause because its gonna take a act of GOD to do it. Forgive me father

RALPH HUGHES I had the pleasure of working with LaTranda Daniels at DGM Financials, and I couldnt be more impressed with her service. From the moment our consultation began, she was warm, welcoming, and highly professional. LaTrandas meticulous attention to detail and dedication to her craft truly set her apart. She worked diligently to provide me with the best financial guidance possible, ensuring that every aspect of my needs was addressed with care and precision. It is evident that she takes great pride in delivering top-notch service and genuinely cares about her clients success. LaTranda has earned a loyal customer, and I will definitely be recommending her to anyone in need of a financial services professional who is committed, thorough, and tireless in her efforts to ensure client satisfaction. If youre looking for someone who goes above and beyond, look no further—LaTranda is the one you can trust!

BUTCH G always good and friendly service.

Austin Preik If you have planning questions you ought to speak with Angela Brown at North Florida Financial. No judgment, shes there to help get ducks in a row and improve your bottom line. Shell work with your current professionals as well.

Shawn Baecker Mr. Joel Dunham has been taking care of us for almost 10 years, and I can honestly tell you that he is up with the best of the best. He will take as much time as you need to answer all your questions, his knowledge is superb, and we trust him with our lives, literally. He applies his personal, Godly/Christian standards to his work, and is always honest and forthcoming, and we feel like family when we are in his office. Dont hesitate to at least give the office a call and schedule a time to sit down and get started on your life after retirement. Tell Dianne that Shawn sent you! ;) In reading the other reviews, I dont think its fair that Google allows someone to leave a 1-star rating on someones business without at least 20 words to say why. I cant imagine anyone having a 1-star experience with Joel.

Alice Kerr David and the Treece Team are simply the best. Having just embarked on our retirement, we felt a bit nervous about how to best safeguard our nest-egg. Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand. We highly recommend this team to anyone needing a solid, experienced, and approachable financial planner.