Private Wealth Consultants LLC - Fort Myers (FL)

Debie Kirkpatrick After 7 years in retirement (DIY), I was ready for some help from a CFP.  I worked with Steven Clark on a project basis over several months to develop a comprehensive personal financial plan, and I can confidently manage my investments using this plan. Step by step, we talked through my personal circumstances, investment preferences and style, risk tolerance, cash flow analysis, fraud protection, insurance, legacy planning, and the WHY of everything. The process was comprehensive, and I am very pleased with the end result. Thank you, Steven!

Christina Harger Ive been a long time customer and have had nothing but an amazing experience with springleaf. Dane is absolutely the best! She knows her business and she is quick and easy. In and out no hassle, just how I like it. Thanks again for many good years.

Kaitlynn Peterson I usually never give 5 stars to any establishment and it’s even crazier that this is a recovery establishment. My vehicle was sadly repossessed due to hard times. The guy that runs this establishment in Tallahassee was so helpful to us and was sincerely trying to help us get our vehicle back. He’d call me with updates and everything to let us know what was going on. Very nice guy and so helpful! If you go through what we did, be nice to these folks. They’ll really go the extra mile to help you out if you need it. The main office in Tampa is a little shady but the guy that runs the Tallahassee location is very nice.

John Daniel Halicek The guy i spoke with on friday Feb 7 th. Sounded very careing ,professional and friendly with a very courtious demeanor Thanks to him because he listened and cared about what i said!

Maurice Olson I am not the type to do reviews-it is just not my thing. For the Seacoast Bank Fort Pierce branch I am making an exception. Michelle Cavil, part of the Ft. Pierce Management Team, is awesome. Michelle provides outstanding service. She makes me feel like family. I have multiple accounts with Seacoast and she takes excellent care of me very quickly. Hats off!

Andrea Young My experience with OneMain Financial has been so amazing! From the first call to the office, Stephanie has been such a pleasure to work with. She was extremely patient and took time with me to ensure I made the best decision for me. She never rushed me to make a choice and took the time to thoroughly explain every step of the process to me. If you find yourself in a financial emergency, I recommend calling OneMain Financial and asking for Stephanie. You wont be disappointed!

Jorge Morell My wife and I are in local law enforcement and the small retirement we have saved is all we have. After speaking with Stan we knew we could trust him. Stan has been managing our retirement fund for over a year. We are extremely satisfied and happy with what he has accomplished with our money. I would highly recommend Eads Financial Group.

Eagles Pride RV Sales Very satisfied with WMA team. Always professional and diligent. Very trustworthy. Feeling great about the direction we are going with our business.