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9:00 AM - 5:00 PM
5801 Pelican Bay Boulevard Ste 200, Naples
Financial Advising
“Distinguished financial advisor Michele Kief has the knowledge and experience to lead you through the financial ups and downs of your life, and is backed by the upstanding reputation of Wells Fargo. Kief has been with the company since 1999 in Naples, Florida, and is dedicated to helping build retirement plans and investment strategies for clients.”
“After reading several of the reviews, I was hesitant to contact his office. My experience is completely the opposite of those negative postings. I was able to work with AJ Jones who helped me establish a new trust for my account. The required paperwork was extensive but she patiently walked me through the process and provided important explanations. She happily provided complete copies of all of my revised documents. She even created a separate packet for future use of trust related information that would likely be required by other financial institutions. Her effort was above and beyond my expectations and greatly appreciated . During this process, I interacted with a couple other staff members who were also very responsive and helpful. I look forward to interacting with them again. Thanks for the help. Will S.”
Financial Advising
Financial Advising
Financial Advising
“We used multiple other CPAs before finding CCG and no one compares. They are extremely knowledgeable and reliable. Brian and Alison are great at what they do, we’ve been working with them for over 2 years now. Could not recommend them more!”