I had the pleasure to meet with Eric to discuss life insurance options for me and my family. Eric…read morewas extremely knowledgable and answered all my questions to make sure I understood everything. I highly recommend Eric and the services he offers. Top notch!

Eric assisted me with obtaining a plan that not only will help my family if something happens to me…read morebut also has living benefit! Smooth process and he is very attentive to your needs.

Back when we first started working with Amy we were upside down on our home, had close to $80K in…read moredebt, owned 1 old car, and had less than $500 in our bank account. We were drowning and scared, certainly had no means to ever retire in our future. Far from it. Thank goodness we were in our late 30's at that point. Fast forward (with Amy's plan) three years later. We own our new home, in the best neighborhood, own 2 cars, 1 motorcycle, we travel the world, plan to retire in 6 years, and all with a million dollars. TRUE STORY. The only regret we have is we didn't start our financial journey with Nova sooner. Please don't wait, no matter how much you do or don't have. Make the call, set up an appointment. Amy and her team will help you every step of the way towards the financial goals you have. Things you never thought possible are truly real in their hands. We trust them, we rely on them, and owe our great success story to them. This team, this group, Any, is genuinely the best in the business. She cares about your needs, your goals, and gives you a direct path as to how to get there. Solutions and Success.

Nova Wealth Management is nothing short of outstanding! I have been with them for several years now…read more(since shortly after I retired 4 years ago) and I have the upmost faith and confidence that my portfolio is in the best of hands. Although, I am sure I am not their largest client, I always feel valued and know that they have my best interest(no pun intended) at heart. During 2 very turbulent market upheavals (the beginning of 45's presidency and at the beginning of the pandemic) when there was a major market downturn, not only did they correctly weather the storm, they took the time to call me, INDIVIDUALLY, to assure me they were monitoring my portfolio. As a new investor and a newly retired individual, this put my mind at ease, considerably. I can not recommend them highly enough. Anytime I encounter friends and associates looking for financial expertise, I them about Nova Wealth Management!

I met today with Nathan Cox. He is a knowledgeable financial advisor with a stronghold on market…read morestrategies. What I enjoyed most about Nathan was his ability to share his insight on various trends with the S&P 500, mutual funds, commodities, margin calls, penny stocks and putting a legacy in place for my family. He took the time to discuss various options... Patience and kindness is a rarity and I appreciate your ability to display professionalism and integrity with me. I came away being wiser and dare I say touched by your willingness to go above and beyond as a financial professional. Thank you Nathan!

Unless you are very wealthy, I wouldn't recommend this firm. I called to make a face-to-face…read moreappointment with one of Schwab's financial advisers. The person I spoke with took some information (including net worth), and told me he would have someone get right back to me. Nobody ever called, texted, or emailed. Not my idea of service. Just goes to show you "money talks-B.S. walks." I'm guessing they look at me to be the latter!!

This is the new location for the Naples office of Fidelity Investments. It moved about eight…read moremonths ago, and is now open basically across the street from the Charles Schwab office. Smallish lobby compared to the former location, but still has the better and more friendly feeling waiting area than Schwab. Coin toss as to which investment company is better.

Easily poorest customer service of any business. Spend their time saying you do the transfer…read moreyourself. We are in a temporary building. We don't have time for you. Why waste anyone's time, you make recommendations when you say you can't and they are always huge mistakes, if done.

Terry Schnare and Robert (Bob) Hoffman have created a wonderful environment to learn about…read moreinvesting as well as have your assets managed. I have worked with them for over a year and I can appreciate the over 30 years of experience each of them bring to the table. They are honest, intelligent and hardworking Wealth Managers. Bob is phenomenal at analyzing fixed income and Bond portfolios and Terry is a perfect compliment by maintain an amazing track record in equity portfolios. I encourage anyone that can to stop by and meet with these advisors. They will give you a FREE analysis of the fee's you are currently being charged and an assessment of what will happen to your current portfolio when the markets swing. It is worth the visit. You can even ask them for a reference and they will give you multiple. They have clean records on FINRA.org's advisor check and that is rare these days. I have lived in Chicago, Las Vegas, San Diego and Florida now and I have never found an advisor that does not try to push me or scare me into something I don't understand. These guys are the real deal. They also have amazing guest speakers like Louis Navellier and some guy from Yale. It's really great to be with this financial firm.

Dustin is the best! I was proudly one of his first clients!…read more He is so steady, balanced, reliable, kind, compassionate, knowledgeable, helpful, and intelligent! He is always there to help!

I've been working with Dustin and his team since 2017. It has been a wonderful experience. Dustin…read moreand his team are knowledgeable, efficient, personable and very easy to work with. He's helped me enormously with my finances and planning for retirement. I would definitely recommend him and his team at Rinaldi Wealth Management.

Clueless tax preparers. They made a mistake then blamed it on us. Didn't stand behind their…read moreservice. False advertising.