Jared Kirby - Raymond James - Inverness (FL)

Justin Dear Dan was fantastic with helping me decide on how to best use my financial settlement and made sure to stay in contact after it was over to make sure everything was smooth. Definitely recommend him!

Brittani Glynn Magee ⭐⭐⭐⭐⭐ Working with Justis Cousins and his wife Ryann has completely transformed how I approach my finances. Coming from a background where financial wellness wasn’t deeply taught, I was looking for someone who could not only advise me—but educate me. That’s exactly what they’ve done, and more. Our initial meetings were thorough, informative, and zero pressure—just honest, thoughtful guidance. But the experience of working with them was so exceptional that I now have my retirement plan, disability insurance, and life insurance all set up through them. Through Northwestern Mutual, they gave me a full analysis of my current financial picture—assets, debts, investments—and helped me chart a strategic, actionable path toward both short-term wins and long-term wealth. Justis and Ryann are professional, patient, consistent, and brilliant educators. They also leverage their network to ensure I always have access to the best possible information. It’s never too early or too late to get serious about your finances. And with the right advisors, it can actually feel empowering. Highly recommend this dynamic duo!

Ms Marthy Excellent personnel

Mark Kochanek-Freeman Dave Wattles and his team at Alexander Peter Wealth Management have made great progress with my investment. I always fons Dave and his team informative and engaging. Dave especially has navigated me through change and prosperity. I have found him honest, knowledgeable and also empathetic which means a lot in todays financial markets. Dave has always considered me first and navigated me through great change. It makes me very happy to compliment Dave and his team members for their continuing great work.

Brendan Tate Most of the bad reviews are people that didnt qualify or didnt like the fact that they were given health insurance for free and needed more. This place is wonderful. The staff may come off a bit stern, but they have to be QUICK and they see SO MANY PEOPLE in a single day. They truly are wonderful people that work there, they are just busy! I will say that there can be long wait times (because, again, tons of people), so I HIGHLY SUGGEST setting an appointment for as early as you can get (I believe around 8AM) so you can get in quick.