TIAA Financial Services - Naples (FL)

Lauryn Jones Ms. Bozeman has been super helpful with guiding me throughout my financial journey! She has taught me so much already in the few sessions that we’ve had. I can’t thank Ms. Bozeman enough for her expertise and support in helping me pay off my student loan debt and improve my financial situation. If you’re looking for a financial counselor who genuinely cares about your financial well-being and knows how to guide you toward success, I highly recommend her!

Connie Caban This team is very prompt, professional and patient to answer questions. I have life ins policies they reviewed for me to consider changing to long term care coverage. They provided me with a rate of exchange after comparing several companies. Highly recommend for this and financial advising.

Audrey Elmore Jarrod helped me with restructuring my settlement. he was patient and understanding throughout the whole process, he took the time to write up different plans for me so that i could figure out what one would be best for me, he stayed in contact throughout the whole process which took about a month. i’m very happy with the outcome, thank you Jarrod and Black Square Financial!

Joseph Mayer My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.