Roach Financial Services - Fort Myers (FL)

Baron Loud Worst financial group ever. They spent 8 months leading me along telling me my distribution was coming. Every month it was another month. When the windows finally opened it took them almost 3 months to deliver my distribution check. No direct deposit cash check only. When I called to see where my $100,000+ was they were very hostile and provided no information. If I could give it a lower rating I would. Absolutely the worst people on the face of the planet that only care about their bottom line and what they can benefit from MY money. 1000% never use principal financial!

James McFarland We have been clients of Premier Wealth Planning from its inception some 12+ years ago. They are a most professional firm and my wife and I recommend them without reservation. We have been working wih Evan Enisman since we started with Premier and find him to be extremely knowledgeable and highly professional in addressing all our needs and any concerns or questions we may have.

John Brackett Courtnie is a very knowledgeable Financial Adviser and down to earth person.You always feel confortable sitting down and discussing your account and options you have with her.She always ensures that everything is explained and answers all your questions step by step prior to you leaving her office. She leaves no stone unturned which confirms you made the right choice by choosing her as your Financial Adviser. If you are looking for someone who has your best interest and ensures your part of the decision making process then I HIGHLY recommend Courtnie for the job.

Margaret Rand Do yourself a favor by making an appointment at Altrus Investment Services in Punta Gorda, FL. Sommer ONeil and Bradley Teets are both experts in their field. You will have peace of mind knowing they have your best interests in mind at all times. You wont regret it!

Chris Brooks Seth has been my financial advisor for over 20 years and has done a great job for my wife and I