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.

MY EXPERIENCE WITH RICK DONNER…read more I have owned stock in 2 related subchapter-S companies for several years. In 2009, the parent company, also an S-corp, took back my stock in these 2 subsidiaries, and instead gave me stock in the parent. So I had 3 K-1s to deal with, and as usual the K-1s didn't arrive until April 8th and 12th. I had waited a week for an appointment with a CPA, then sat down for about 30 minutes and explained the situation. Suddenly, the accountant stood up and said they weren't able to help me. It was too complicated, they had too much to do. I was shocked . One week to tax day and I had nowhere to go. I had tried TurboTax, but no way could it deal with this K-1 swap. I couldn't return to last year's accountant. He had said my return was a lot of work, and had charged me big money. And last year's had been much easier than this. I couldn't believe this. I'm from Chicago, and I have known smart accountants in the past who could certainly deal with this. But after 4 years in Fort Myers, I didn't know where to turn. Then I met Rick Donner, and the situation changed completely. As I talked to him, he immediately started creating my return on his computer. I explained the stock swap and showed him the documents, and he quickly figured out what was going on. Then he sat and thought for a while, and I shut up. Finally he said 'Ok, here's what we're going to do'. And he proceeded to explain the strategy for dealing with the swap. Furthermore, the return was essentially done - he had been typing everything in while we were talking. All we needed was the last K-1, and that was it. I was blown away. It had seemed like such a big problem an hour ago, and now it was magically solved. What had been a really bad day had suddenly turned great. Such a relief to find someone who could handle this with no nonsense. And, he didn't try to make a big case out of it and charge me an arm and a leg. Rick is forthright, smart, and a straight dealer. I would recommend him heartily. Dave S.

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 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.

Apparently, AIS seems to think that I like to leave negative feedback cause I got nothing better to…read moredo. If I leave negative feedback it's for a very valid reason. AIS made a complete mess of my taxes, and when I tried to question them about it, I was presented with false documents, false statements, and in the end, they tried to put the blame on me not a lot of integrity to say the least.

Chuck Made Tax Season Stress-Free!…read more Big thanks to Chuck Cash at AIS Tax & Financial! Our taxes were super complicated this year because of all the hurricane losses, but Chuck made the whole process so easy. He had everything wrapped up in under an hour -- and got us a refund on top of it. Couldn't ask for a better experience. Highly recommend Chuck if you want a tax advisor who really knows his stuff and makes tax season stress-free!

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.

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

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!