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8:30AM - 5PM
5237 Summerlin Commons Blvd #404, Fort Myers
Investing
“Soren has been truly amazing. He made me feel so comfortable with my financial planning which can be a nerve racking experience. His knowledge of the industry and his experience made my decision to work with him very easy.”
8AM - 4PM
42 Barkley Cir STE 1, Fort Myers
Investing
“Brian and his team are top-notch! My husband and I have learned and benefitted from Brian's financial advice for the past several years. We greatly appreciate his knowledge and steadiness throughout the ups and downs of the economy as well as prompt service and response to questions!”
“Cindy contact me about selling my property. I was first impressed with her professional detailed phone message and personally answered upon callback. She quickly answered my questions. No hassle, straight answers, honest and professional just the way business should be done. I couldn’t believe how fast it got listed! A pleasant experience selling property. Thank you so much!”
“At the Fort Myers branch, I had come in to finish my application and Barbara was so helpful. And I accidentally put in my wrong Social Security number which took a lot of extra work for them to do Katie and Barbara teamed up to get my account opened and I cannot thank them for their tireless efforts there, wonderful personalities and helpfulness and their customer service is beyond measure. I think both of them deserve a raise and if not, please make sure their Christmas bonus is the best one they ever had. Very grateful for them and for Charles Schwab for their diligent help to get me going Richard Lechler”
Investing
Investing
Investing
Investing
“Ashley was able to net me 40% more than what I had an offer for. Once I listed the business, I had 3 qualified buyers. Great communication and she was on top of everything from day one.”