The Wealth Planning Group - Fort Myers (FL)

Xavier Cordero Joe Susaña is an exceptional financial advisor who truly puts his clients’ best interests first. He takes the time to understand your financial goals and provides tailored advice that is easy to understand, even if you’re new to investing or financial planning. Joe’s communication is clear and consistent, and he’s always available to answer any questions. Since working with him, I feel much more confident about my financial future. His expertise, professionalism, and genuine care for his clients make him stand out in the field. I highly recommend Joe to anyone looking for a reliable and knowledgeable financial advisor!

Maryn Buggenhagen The ladies at We Insure are wonderful! They do all they can to get you the coverage you need at a good price. They are also honest and open about how sometimes its just too much and advise against it. I would have my insurance policies no where else!

Tom Vihn has been our trusted advisor for decades. To say Vihn is a wonderful advisor doesnt do justice. Vihn is a partner helping us achieve our financial goals. He spends time to explain everything to us and does not pressure us into a particular decision. I am now retiring. My wife and I are 100% debt free. Vihn has helped us ensure we will be able to do all that we wanted in retirement and will never have to worry about money. It is really good to know that after a lifetime of work we can enjoy life now with little worries at all.

Bizjet My wife went in and needed to speak to accounts manager. He was on a personal call and ignored my wife she walked out after ten minutes. He did not even acknowledge her standing there.

Cindy Roser South State Bank is a great bank! Anytime I need assistance, Bess Dullum has been very helpful to all my needs. I would like to thank her for being so helpful.

Key West Bar Card The best.

Miriam Seiler I ended up with Truist from a Rutland account I had way back many years ago. For me it is the people in this branch office that make banking here a pleasure. I am always greeted when I walk in this branch and not other offices so kudos to you Dade City for personal service to the customers who choose your branch!

Dan Fantin Maria was very professional and had great customer service. I really appreciate the help she gave me!