Meridian Financial Group, LLC - Fort Myers (FL)

N P “Gods Property” Always helpful

Shan Pillock Great company and knowledgeable group of people

Sylvia Ward Employees are always welcome and helpful:)

Stephen Kirk Choosing Life Planning Partners was the single best decision I ever made. For less than half of what most strictly "financial advisors" charge, LPP does this in addition to long term healthcare planning, tax planning, cash flow planning/analysis, insurance reviews, assistance with estate planning, etc; LPP is essentially a "full service" lifelong planning resource with full knowledge of aforementioned services. They have fully and completely researched investments depending on your risk tolerance level and have provided me instant answers to my frequent inquiries. LPP has earned my trust and allowed me to "take the worry away and enjoy life". They are more than a bargain for the myriad of services provided!

Daniel Tredinnick I’ve been a friend and a client of Bill Kastelz for over 20 and I couldn’t recommend anyone better than him.

Aj Brown I was first introduced to David when I relocated to Miami nearly 14 years ago. At the time, I already had a financial advisor, but Davids genuine kindness and expertise left an impression. Over the years, David became a close friend and always continued to generously provide free advice. Eventually, I made one of the best decisions of my life by entrusting David with the entirety of my financial portfolio. Since that decision, he has shown extreme dedication through proactive outreach and support, always being available for any request or financial question. David is incredibly professional, empathetic, hardworking, funny, and intelligent. He is not only one of the best financial advisors in the country but also one of the finest individuals Ive ever known. His dedication to his family, friends, and clients is truly remarkable. I highly recommend David to anyone seeking exceptional financial advisement

Brad Hayes Dan has been great to work with, always very quick to respond. He found a great lender for my mortgage needs in short order. Im very satisfied and will use him again.

Judy Tolbert H. Ross was able to help me make the best decisions in setting up up persons investment plan & plans for grands.

Shelly Luna Sarah Fargo was amazing at helping us navigate through our recent home purchase. She was very communicative and extremely knowledgeable about the loan process. Sarah helped make this the easiest home purchase we’ve made. We appreciate all of her efforts and partnering with PrimeSouth!