Independent Investment Advisors - Fort Myers (FL)

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.

Michael Rogers I would only consider a company who is completely above board and uses only legal tax strategies to help their clients pay no more than they should to the IRS. Tax Savings Professionals is just such a company. I have been with them for about 5 years now, and the only audit I have suffered was due to a clerical error on the part of my local CPA. In the meantime, they have saved me quite a bit on my annual tax bill. Highly recommended.

Trent Welch Brent is an excellent financial adviser, he really wants to see you succeed!

Kate Clay Incredibly helpful, timely, and knowledgeable. I was so nervous about my taxes this year and owing a ton but they found me so many credits and helped me find a refund! 10/10 would ABSOLUTELY recommend to anyone!

Zee Keepitcute The thing I like most about Woman to Woman Financial is the client centered service. Dr. Murdaugh is knowledgeable, professional and very relatable. I would give 10 stars if I could.

Louis Spagnola Fantastic! Unfortunately, I needed money for home repairs. I was told it would take 1-3 days, which I thought was good, but the money was transferred to my bank account the SAME DAY!

Barna Feher Ive been waiting close to six months to receive my spring disbursement, the same thing happened in the fall. Ive gone at least a dozen times in person and was given inconsistent information regarding updates. Twice I was told Id have the money by the end of the week, months ago. I went to the college presidents office and have spoken to student affairs. The updates always promise a resolution in the near future that never comes. Ive now taken multiple finals and I am now halfway through another semester. I just hope it gets disbursed before the summer aid and that I wont have to go through the same thing a third time. I dont feel like the college cares about its students.

John Pearce Im grateful every day for the help Eddie and his team offered guiding me to and through my recent retirement. A special shout out to Blair and Dawson for the incredible work they did on my financial plan. Ive never felt more secure about my finances or my future! I appreciate you all.