The Wealth Planning Group - Fort Myers (FL)

Fabz Herb We had another fantastic experience working with Jacob and the team at Winter Park Mortgage. From start to finish, Jacob was professional, responsive, and genuinely supportive throughout the entire loan process. He made everything smooth and as stress-free as possible, answering all our questions with patience and clarity. We truly feel like we are in good hands. We’re so grateful for the excellent service and would highly recommend Jacob to anyone looking for a trustworthy and efficient mortgage experience. Thank you again for helping us make this next chapter possible.

Deepblu dude Excellent service, easily reachable, positive experience.

Peter Screnock The Anders team is very knowledgeable and responsive yo all my questions and concerns. They were very familiar with the Florida Retirement system (DROP) and associated forms/paperwork. They customized my investment strategy to my specific situation and needs. My 4-year degree (B.S. Environmental Science) is of little help in the financial and investment world, as a result I seek out experts in their field of expertise (Doctors, layers, etc.) I am very satisfied with my experience with Anders Retirement & Investment Advisors and would highly recommend them especially for those like me who are not so comfortable or knowledgeable enough to navigate in the investment world.

Chris Great for walking in the heat

Bobby Do and Connector Carol Had a loan with B of A that had been paid off, but there were delays in getting the zero balance letter. Called this branch, was told by Charles to come in and hed help me out. Long wait, but Edwin was free and took the torch. Made a couple of calls and I walked out of there with a fax showing a zero balance. Couldnt have been better.