Uhler Vertich White Advisors - Fort Myers (FL)

5 /5 Dean Schreiner: Vertich & Uhler are a full service investment and advisory firm. They personally, Corey and Tom, are there for you and your family. I have been a client of theirs since 2014 and have never looked back. Their advice and interaction has been spot on. They have navigated myself and my family through some very interesting challenges and have always been up front, honest and dependable. They are progressive thinkers and are always looking to the future as to what is best for your situation. The team and the staff have always been responsive and seem to be able to handle any situation thrown their way. I highly recommend their firm and I am looking forward to many more satisfied years as one of their clients.

5 /5 Eric Milbrandt: Corey Vertich has helped our family to get on track toward financial independence. His advice to us on taxes, investments and many other important life milestones has been so valuable. Each year, Corey and his team are genuine and interested in helping us meet our short and long term goals. If you don’t know, Tom Uhler and Corey Vertich are also leaders in philanthropy in Fort Myers for United Way and environmental charities.

5 /5 K E C: I have been a client of Uhler Vertich White Financial Advisors since 2010 and am grateful that I chose them to manage my financial assets. Tom and Corey have helped me with all aspects of my life including financial and tax planning, retirement planning, legal recommendations and planning, all my insurance plans including health and LTC insurance, and working with my CPA on tax savings. They suggested a fiduciary company so that Im set if I need an advocate to handle my affairs if I become incapacitated. All of this from the UVW team gives me great peace of mind that I am well cared for now and for years to come. If I have any questions about anything that impacts my life and finances, Corey Vertich is the first person I contact. His advice over the years has been right on target for my situation. I could not live my full rewarding life without them. I consider Corey and Tom friends who have my back. They are honest, dependable and I consider them a valuable life partner. Uhler Vertich White is a generous community citizen with their strong support of local non-profits like United Way and the symphony.