Raymond James Financial Services - Fort Myers (FL)

Barbara Metivier Very knowledgeable & informative financial Edward Jones advisor. Takes individual customers situation & ensures they are comfortable with overall decisions & growth.

Rome C We get compliments when referring them to our clients for their financial needs.

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!

Lee Curtis I was having a problem transferring a small amount of money into an inherited IRA. Renato M. Boac went over and above to solve my problem for me. I cant ever remember getting customer service at such a high level. Thank you!!!

Mr. Leroy Sears “Turn your wounds into wisdom.” “Every defeat, every heartbreak, every loss, contains its own seed, its own lesson on how to improve your performance the next time.” “A lot of people are afraid to say what they want. That’s why they don’t get what they want.” “Don’t watch the clock; do what it does. Keep going.” Happy BAY RAV.... Mr. L. Sears/TruSportsApparel

SecretNinjaGRL Ninja Experienced, compassionate and very knowledgeable staff. Truly a "one stop shop" for all your financial and life planning needs.

Rebecca Reina Bosworth Financial Group was wonderful to work with. My husband and I were pleasantly surprised by all the help we got from them. We highly recommend them to you.