Kasey J. Claytor - Titusville (FL)

Logan Saunders Amazing environment with amazing people.

Steve Abbott Tammy helped my wife and I with some financial questions and loan information. Super easy to speak with and very knowledgeable. Highly recommended.

Guerra Phillip Great family owned store... Judy Great cashier always a great smile... Mike the manager great person. Always smiles and ready to serve you...

A.J. Vaughan I reached out to this group in need of some advice and even though we werent the right match, one of the managing partners took the time to talk with me and give me advice and recommendations for other firms that would be a fit. If they treat non-customers like they did me, I am willing to bet they treat customers exceptionally.

Karen Vaccari My life has changed since I walked into CPK Wealth Management office in Fort Myers, Fla. I went in there to see if they could help me manage my retirement, and stock/bonds portfolio. We discussed in great length what I wanted out of my investments. The education I got from Chad Kunc was priceless. He sat with me and explained everything that was possible. I left there knowing I was in good hands. CPK made me feel without a doubt that I made the right decision to let them take care of my investments.