Moran Wealth Management® - Naples (FL)

a kohn I want to extend my sincere thanks to Jenny for her exceptional work on my business plan. Not only did she capture my vision with clarity and professionalism, but her strategic guidance played a key role in helping me secure an approved license—the first of its kind. Her attention to detail, industry knowledge, and ability to communicate complex ideas in a straightforward and compelling way made all the difference. I now have a strong, investor-ready plan and a solid foundation to build on. I highly recommend her services to anyone launching or growing a business.

Paul Ferr Jorge did an excellent job reviewing everything with me on a debt consolidation loan, highly recommend! Ask for Jorge in Hialeah office for assistance. Thanks for all your help!

Victor Espinola We are beyond grateful for the outstanding service provided by Diana, Noah, and their incredible team! Their expertise and dedication in financial planning played a crucial role in helping us secure the house of our dreams. From the initial consultation to the final paperwork, they guided us with clear advice, personalized strategies, and unwavering support. Diana and Noah were always available to answer our questions and made us feel confident and informed throughout the entire process. Their collaborative approach and meticulous attention to detail ensured everything went smoothly. We highly recommend Diana, Noah, and their team to anyone seeking exceptional financial planning services. Thank you for turning our dream into reality!

Brett Waisnor Karen Perkins was fantastic to work with. From the intro call, to walking me through all of the documentation, to keeping everything organized, she was always a phone call away. She even called me while on vacation to answer some of my questions - truly dedicated to her customer. I would highly recommend working with Karen and First Financial!

Katie McCollum Scott Cox at Manasota Insurance & Wealth Management was super helpful when my auto insurance was leaving Florida- he was proactive and let me know they were leaving, and found me new coverage. Not only that, but added coverage that I needed that I didn’t previously have, for the same price as I had been paying. He is very thorough and knowledgeable.

Jannet Porter Theses days you drive through atm for most everything,but for some transactions I go inside..The tellers are nice an helpful. Ive been a customer for twenty years an I am satisfied with all services. Ive experienced no problems with my account. All goes smoothly.

Javed Kapadia Soren has been managing my finances for several years and I am truly impressed with his deligence and professionalism. He always listens to my needs and someone I can trust. I highly recommend Advanced Wealth Advisors.

Cheryl Broadhurst Love this store!!! Friendly, clean and just overall, a great shopping experience always!!!