Wells Fargo Advisors - Inverness (FL)

Drew Spear My father and I became customers of Wells Fargo investor Joshua Trahan back in 2004 when it was called A.G. Edwards. Josh had just gotten in the game but was very knowledgeable and helpful. From 2004 to 2008, as the recession started, he grew our portfolios exponentially. Through no fault of joshs we had to withdraw everything in order to pay off the mortgage on our house because my dad lost his job. With some advice from josh we were able to stay above water until the market rebounded. Thank you Josh. Drew & David Spear

Claudia Nascimento I couldnt thank Five Rings Financial enough for the work is has been doing for more than 10 years within the Brazilian community. Not only in helping clients move from a financial disaster to prosperity but in changing the overall financial outcome of countless Brazilian families, either through financial planning or providing a new career to so many immigrants, whom, prior to Five Rings Financial, had the same old and only job perspective of so many immigrants who come to this country to build their American Dream: work in construction or house cleaning. Five Rings Financial has opened the financial industry to those same qualified immigrants to become financial consultants and thrive! As an accountant - tax specialist, and financial consultant myself, I see the benefits my clients have had and highly recommend Five Rings Financial.

Anthony Fontana Great Experience. Met with Mr Berte and he set me up with a financial plan I am confident will take care of me in retirement and my family in the event something happens to me. He answered all my questions completely and took a collaborative approach. I appreciated the no pressure sales approach, Highly recommend!

Skyy Tamelia Jeffery & Melissa were such a great help with helping set up & open my new account. The process was smooth and I couldn’t be happier with the help they provided to me today! First impressions are everything and they set the tone for great encounters to come in the near future! Thank you both so much!

Jamie Marcario Tom Barry is one of the most knowledgeable advisors for those of us in our 50s. We’ve seen firsthand the financial devastation that my in-laws faced because they did not plan for their long-term needs. If you’ve been through that and want someone to help you plan to avoid a similar fate for yourself and your kids, Tom is the person to help you plan a financial future that avoids the pitfalls so you can focus on living well.

Amanda Mason Highly recommend this bank. The people are super friendly and helpful plus it’s not the typical bank. Private atmosphere and cozy. Great office