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.

Worst accounting I have ever met. We have used accountants in the past, but in the last few years,…read morewe have done our taxes on our own as they were simple enough. This past year, the system we used messed up and we decided to just have Mr. Wesolowski correct the mistake. This was our BIGGEST MISTAKE... he charges by the hour (should have been a red flag) and spent several billable hours just going over what we knew to be correct. Over $1000.00 into this mess, we pulled everything from him only to learn he had not done ANYTHING to fix our problem. The only good thing to come out of this experience is the lessons we learned on getting tax assistance in the future.

From the owner: For your accounting & tax needs…read more James M. Wesolowski, CPA, P.A., is a certified public accountant located in Cape Coral, FL, who serves the surrounding areas. From the preparation of all financial statements to complete management advisory services, our accounting firm can handle all individual and business financial and tax needs. Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients. As the list below is by no means all inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional. We offer: Accounting services and asset protection Audits, reviews and compilations Bankruptcies and business consulting Bookkeeping/write-up Business entity selection and business succession planning Business valuations and buying and selling businesses Tax planning, preparation, services and more *Financial Planning and implementation *Retirement planning and implementation We welcome you to call us today and schedule a free half-hour consultation.

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.

I couldn't be more pleased with the professional and courteous response to my investment portfolio…read morequestions. I received an initial response to my e-mail query within 10 minutes from Jessica who very skillfully determined the scope of my inquiry and forwarded the question to Brian. Brian called almost immediately and was able to not only ; answer my questions, but also answered questions I had not thought to ask. Well done! A very capable team at Rezny Wealth Management.

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!

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.

This gentleman was a great find. Excellent at what he does…read moreand will continue to use him.

I found Mark on the Internet and was very pleased with his service. He knows his "stuff" and…read moredelivered in a timely manner.