Lighthouse Wealth Management LLC - Fort Myers (FL)

James Butler Ive had nothing but good experiences people are super friendly and service is super fast.

Cameron Combs Excellent service always! We love Mr Rob. He always is happy to help out and answer any questions you may have! Very nice selection of guns and ammo as well!

gale murry Michael Boggiano and Shaun Tarzy have been my financial advisors for several years. They are a perfect team, and are always willing to met with you, and answer any questions or concerns that you may have. They are very supportive and willing to provide recommendations based on your individual needs. Shaun and Michael are very professional and knowledgeable. They provide the appropriate steps and strategies needed towards financial freedom for your retirement years.

LIC Sons Production Very wonderful RVP. Knows what she is talking about

Joseph Mayer My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!

Debbie Deal Karissa was extremely resourceful in obtaining insurance for our company under unique circumstances. She is efficient and kept us updated throughout the process. Karissa promptly returned calls and was always pleasant to speak with. I highly recommend Davis & Davis for your insurance needs.

Erik Poston Brandon Singer is the kind of person you hope to work with in the financial world — professional, honest, and incredibly knowledgeable. He took the time to walk me through every detail, answered all my questions clearly, and made a typically stressful process feel smooth and manageable. If you’re working with Brandon, you’re in good hands. Highly recommend.