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.

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!

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.

We have received the benefit of Tyler's expertise since 2011. He has been on target with all of…read morethe financial wisdom he has provided.

From the owner: Financial Planning, Investment Advising, Insurance Services, Investment Advisory, Long Term Care…read moreInsurance, Life Insurance, Commercial and Personal Insurance, Annuities, Medicare, Financial Services, Buy/Sell Agreements, Asset Management, Estate Planning, Business Succession Planning, Salary Continuation Plans, 401(k), IRA, Medical Insurance, Disability Insurance, Simple Plans, Deferred Compensation, Wealth Transfer Planning, Mutual Funds, Stocks, Bonds, Exchange Traded Funds, Unit Investment Trusts, Retirement Planning, College Funding,

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.

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.

During my call, Barbara was unprofessional and rude. While I understand she may have personal…read moreopinions on specific business ventures, her off-putting demeanor was disappointing, particularly as I was seeking professional expertise to assess investment risks. I suggest providing Barbara coaching on client communication to ensure future opportunities are handled with Respect.

Barbara Reilly is working on my mother's estate. I have found her to be very rude and not helpful…read more She threatened to hang up on me when I tried to ask her a question. Her attitude was very discourteous and condescending. I would not recommend her. This is to update my review of the firm. Charles Massie created a fiduciary relationship with my sister and me (beneficiaries of my mother's trust) when he provided tax advice to us and represented to us what our K-1 tax liabilities would be. Now, with taxes due, he has changed his tax advice and representations regarding the K-1, resulting in a considerable tax liability to my sister and me. Furthermore, he now refuses to speak or communicate with either of us in any way. I would not recommend this firm.

I've paid money for credit repair in the past, and haven't had any luck. It's been only 30 days and…read moreI've seen results already. Tia has did/doing ALL she said/say she's going to do! I highly recommend her!

First and foremost I'm not the one to leave reviews but I'm beyond blown away! I called Tia for a…read moreconsultation from GA , my good friend I sold cars with promoted her. So the first few weeks went good until it went down hill . I started in January and told her my goals which was to buy a house , she said I will be ready to go by May . I trusted her and didn't do a payment plan just sent the money based off my good friend who does legit business. A lot of people are saying she is responsive , well maybe cause I'm in Ga is the reason why I get bs service. She removed one credit card , and about 5 student loans and just completely stopped working in my profile . I literally cannot get a response from her and when I go it's " let me check babe and I will get back to you " ask me has she gotten back to me ? NO! So as of now I have a discrepancy on my report and I take it she feels as if she doesn't need to tell me what's going on . I told her my lease was up and she just showed me she doesn't care . It started out good and then turned into bad business . Very cool , knowledgeable, and sweet which is the reason why I decided to to go with her with no second guess but in the long run I got slapped in the face . Long story short if you are dealing with a CRS be sure you are working with someone that really wants to help with your situation.

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.