I recently attended a luncheon with Rezny Wealth, and as new clients, we couldn't have been more…read moreimpressed. We left feeling confident, secure, and reassured about our financial future. It's a great feeling knowing we're in such capable hands.

Wonderful help with my retirement finances. I love the staff. They are always attentive and…read moretrustworthy.

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.

I was feeling good, but still somewhat uncertain about my financial future. Am I on track? Am I…read moresaving enough? Can I buy that new car? Soren helped me get a grip on my finances and really understand the big picture and what I need to feel secure. I appreciated that he took the time to learn what's important to me. We put together a great plan--and it's already paying returns. I feel good about the future and appreciate Soren's expertise.

Helped our family with consulting for growth planning for college. Very trustworthy and personable…read more Would highly recommend.

Run don't walk! His advisory is two faced. He is an angry man inside this elderly poised demeanor…read more He doesn;t follow up after the ink is dry, sells really shitty annuities and doesn't disclose the truth about them until it's too late. He may have a book and talk show but he's not well liked by the community or his clients and staff who he berates behnd closed doors.

Grace had a a good business plan supposedly coordinating investments, CPA service and legal…read moreservice. They failed to follow thru. We associated with them 3 years and they messed our taxes up each year. Last year they did not file on a timely basis and we were fined $300.00. We were told by their agent Grace would reimburse us. Many calls to Grace but no reimbursement. They have since been sold to Tr-Found. No satisfaction there either. Grace and their associates are a dog and pony show. Not recommended. Gave 1 star in order to get this published. My credibility is 47 years starting, owning and operating a business.

Corey and his professional, always helpful staff have been at my side for 10+ years , financially…read moreassisting me as I transitioned from marriage to widowhood. And they were with me as made my way through the covid years and then faced the devastation of Hurricane Ian, Helene and Milton. They are my financial advisors as well as my friends. I happily give them 10 GOLD STARS!

Tom and Corey are not only great friends to me and my family, they are extremely knowledgable…read morefinancial planners. They run a great business here in Southwest Florida, providing 5-star service to every client. They have contributed a number of articles to our newspaper, sharing their wealth of knowledge with our customers at McCallion & McCallion Realty. We are very thankful for their business partnership and wish Uhler and Vertich Financial Planners many years of continued success!

Front desk now shared with TD Ameritrade. Apparently,…read moreCharles Schwab recently purchased TD Ameritrade. This office is still my easiest way to deposit checks into various accounts. Unable to open account nor transfer funds today. Will try again once online. Definitely less convenient than in the past.

Go somewhere else if you want to grow your money. Charles Schwab will not act on your behalf even…read morethough you pay advisor fees. I lost $400,000 and no advisor was available to assist or answer why they were not acting as my fiduciary when I was paying good money for their expertise to manage my money.

Great company! Meghan M. is top notch and amazing to work with! She is honest and very…read moreprofessional. She is full of knowledge and very easy to work with.

I can't say enough great things about these guys. As a business owner, I've used several…read moreaccountants in the past, but the people at Northrop Financial are easily the best. Their personal touch and attention to detail makes them excel. If I could give ten stars, I would!

Unbelieveable. there REALLY IS a "down to earth" small business accountant with loads of experience…read morein SWF! Leo Titone, CPA, at CPA Tax Advisors was very knowledgeable and he easily explained complicated tax forms and laws to me. I have full confidence in Mr. Titone taking over my bookkeeping and accounting services so I could focus on growing my business. With a gregarious attitude and sense of humor, this Southwest Florida CPA shattered my image of the "traditional accountant". Thank you CPA Tax Advisors!