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January 2024 by Sunshine Homes
Aksala has stewarded our real-estate sale proceeds and shared 1031 investment options and cash management solutions to our rental management company.A MUCH better paperwork and knowledge experience with higher MM returns than traditional banking solutions we considered.Happy we looked beyond the “bank”
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December 2023 by Keventional Wisdom with R Kevin Cross MST, EA, CPA
They are incredibly responsive and relational investment advisors. As a CPA I get a chance to see many and Aksala stand apart from the others.
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December 2023 by Cristne Faes
Miguel Ortigao, and the team at Aksala Wealth Advisors have provided exceptional service over many years. They are responsive and always available to provide guidance. The level of compassion and genuine interest in our family to ensure our investments are sound has been above and beyond. We have recommended Miguel and the Aksala Wealth Advisors team to our family and friends and they too have also been provided the same excellent service. Our family highly recommends this first class team!
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December 2023 by Steve Saladino
As recent retirees we relocated to Florida and were looking for an advisor to manage our retirement money. After reading many Google reviews and researching websites we decided to pay a visit to Aksala. We found their office comfortable, did not feel pressured, and had all our questions answered until we were completely confident in their abilities. The income producing portfolio that Evan and Steve put together for us was professionally assembled and explained to us clearly until we understood it all. We truly feel like we've landed in the right place with Aksala.
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October 2023 by Carroll Bernard
Thank you to the amazing team at Aksala Wealth Advisors for holding our hand and getting us through this process. Wonderful people.
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May 2023 by Doug Zandstra
Evan and his team are a pleasure to work with. They are knowledgeable, easygoing and committed to your financial success !!!
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March 2023 by Michelle Arsalai
I recently left a review expressing my dissatisfaction with Aksala Wealth's financial advice and overall experience. While I tried to keep my initial review brief, I received a letter from their lawyer which I found threatening. Therefore, I would like to provide a more detailed account of my experience.Following my divorce, I received a lump sum of cash and decided to seek the advice of a fiduciary advisor. I went with Aksala Wealth and invested my money and after doing further research on my own, I realized that the advice I received from Aksala Wealth was not in my best interest.For example, I was advised to invest my lump sum when the market was experiencing a high, which was not a smart decision. Furthermore, I was advised to invest in individual stocks, which was not the best advice for me given the initial dollar amount I was investing.Overall, I felt that the financial advice I received from Aksala Wealth was not tailored to my specific needs and goals. As a fiduciary advisor, I expected them to act in my best interest and provide me with the most appropriate advice. Unfortunately, this was not the case, and I felt that my experience with Aksala Wealth was not satisfactory.
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August 2022 by Michelle Best
Miguel Ortigao, Jordan and the team at Aksala Wealth Advisors have been exceptional to work with. From day one, Miguel and team have demonstrated a superior level of responsiveness, care and attention to detail. The guidance I have received feels above and beyond my expectations. In my experience, they are a solid best in class team worth your trust. I highly recommend!
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June 2022 by Travis Sparks
With the market changing daily, it can be overwhelming for even those who have been planning for a long time. Justin Daley's advice help ease my mind and refocused it back on my retirement goals. He makes planning for retirement extremely easy to understand. Definitely would recommend!!!
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March 2022 by Katrina Chojnicki-Hill
Justin Daley took time to sit down my two teenage sons to discuss their financial future. He showed them how much money they could accumulate by making good financial choices today and developing financial discipline in the future. Thanks Justin. I am so glad my sons opened accounts with you.
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November 2021 by Scott Routsong
Evan Guido and his staff make you feel as if you are their only client. They guided my parents though numerous aspects of sound financial planning and now oversee our portfolio. Evan, Jamie and the staff are wonderful.
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October 2021 by Tom LaGreca
In 2019, I was looking for a new financial advisor and firm in the Sarasota area to manage our retirement portfolio after my wife and I moved from New Jersey. I was unhappy with my old NJ broker and wanted a local resource that I could be face to face with when needed. It was important this time around that my broker be a fiduciary who would put in my financial interests before their own. Being new to Southwest FL, I turned to the internet and found SmartAsset and SmartAdvisor which are great resources for connecting consumers to financial advisors.Prior to this, I had attended one of those free dinners given at a local restaurant that comes with the hosting financial firm's presentation. I found that they were really trying to sell annuities, something that was not right for me but would result in commissions for them. These were not the kind of advisors that I was looking for so I filled out the online SmartAdvisor questionnaire and was given three local firms that matched up with my criteria. I carefully interviewed these candidates and one stood head and shoulders above the others. When I contacted Aksala Wealth Advisors and spoke with Miguel Ortigao, he thoroughly addressed all of my needs and concerns but never pressured me with a heavy sell like other candidates. He was polite, friendly, very knowledgeable about retirement planning and tax efficiency and showed a genuine interest in helping my wife and I launch our retirement life here in Florida. I was given the space and time to think over our conversations, come to my own conclusions and do a reference check with a current client in similar circumstances to ours. This gentleman was extremely happy with Aksala and shared his experience with Miguel and gave the firm an enthusiastic two thumbs up!Handling retirement portfolios is Aksala's speciality and they really excel at it, I am convinced that our portfolio is in the right hands. The financial professionals at Aksala have gone above and beyond for my wife and I since we became clients and now they feel like good friends. When it was time for us to buy and build a new home last year, they assisted us in every way possible to make the monetary transactions easy, handling all of the cumbersome financial details for our closing. They are amazing people and I am delighted that I found them online through the free SmartAsset service.TomAge 65, RetiredLakewood Ranch, FL
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October 2021 by Vernon Hargrave
The team at Aksala continues to put clients first in everything they do. Their team is knowledgeable and caring. You won’t find a better partner for all your financial needs!!!
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May 2021 by Shauntelle Hoffman
I am extremely impressed by Evan and the entire team at Aksala Wealth Advisors. They are professional, responsive, personable and everything you are looking for in a Wealth Advisor. They truly treat their clients like family and are a joy to work with! I highly recommend them and trust their advice. Simply the best!!
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December 2020 by Judah Norris
We have enjoyed our professional partnership.
