Nelson Financial Group, CFP - Northwestern Mutual - Naples (FL)

Brad West Jamie is wonderful. Honest and definitely one you can count on to give you the best financial direction.

Jeremy Bailey Kasey is extremely professional and turned a bad day into a great one. She really went the extra mile and made me feel so welcomed. Thank you!

Sharaya Pierce If you are a business owner or a tax professional, this firm is the way to go for education! Professor Ferey and his library of books has provided me with information I have been looking for over years of "tax frustration". So far I have taken his course on Corporate Taxes, and am in the process of completing his prep course on becoming an Enrolled Agent and with every session I was able to leave with more knowledge than I came with. Hes truly dedicated to your success! I look forward to taking more of his courses in the near future!

Ron Johnson Kayla crum was very helpful and very insightful. I would recommend another customer because of her services. Perry, FL Vystar branch is the location.

BOB VIGNA Core has been our financial advisor beginning in approximately 2010. They have performed extreemly well with all aspects of financial guidance, investing and managing our retirement assets. We highly recommend them.

Alejandro González This bank branch seems like an island of tranquility in the middle of the panorama of other entities of its type that one finds in Hialeah, where there are many banks full of people, with little staff and excessive lines that waste a lot of time. For some reason that I greatly celebrate in this place it is not like that, and I have been a customer for several years, there is no noise, the service is efficient, fast, I have never seen a bitter face or bad treatment with any of the people, the people seem to appreciate their work and are willing to make your experience as a customer truly pleasant. This is something that is not normal in banks and that the company should value greatly since it is what builds customer loyalty and makes them recommend the entity. Miro Nicholas, the girl who almost always assists me is a great example of what a branch employee should be towards customers, I appreciate that, and I congratulate her for it. ​

CARLO SIMPLIS Edwina was very helpful

David Voss I visited the South Orlando branch last week with questions concerning my account. I was assisted by Joann Johnson who was courteous, kind and professional. She did everything in her power to take action and followed up in a timely manner. I really appreciate the service!! I recommend this institution to anyone.