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Best Financial Advisors in Cape Coral

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Cape Coral, FLCape Coral, FL

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Cape Coral, FLCape Coral, FL

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

5237 Summerlin Commons Boulevard, Fort Myers, FL 33907
Fort Myers, FL 33907
  • Certified Financial Planner (CFP)

Advanced Wealth Advisors is a financial planning firm serving Cape Coral clients. It conducts initial consultations to help individuals in a wide range of areas including financial planning, wealth management, retirement planning, and investment management. Its financial planning and wealth management team is managed by a Certified Financial Planner, Soren T. Christensen, who received training in 72 aspects of financial expertise. Christensen has been featured in national and local media publications, such as Wall Street Journal, Naples Daily News, and Gulfshore Business.

5237 Summerlin Commons Boulevard, Fort Myers, FL 33907
Fort Myers, FL 33907

Website(239) 455-1100

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

24 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

923 Del Prado Boulevard South, Cape Coral, FL 33990
Cape Coral, FL 33990
  • Certified Financial Planner (CFP)
  • Retirement Planning

D. Gates Wealth Management is a financial advisory firm that serves individuals, families, and businesses from Cape Coral and the surrounding areas. It provides comprehensive financial planning services, which include insurance and risk management, cash flow planning, and retirement planning. The firm also offers investment management services such as risk analysis, portfolio management, and tax management planning. The financial advisors of D. Gates Wealth Management have a combined experience of more than 40 years in the financial services industry.

923 Del Prado Boulevard South, Cape Coral, FL 33990
Cape Coral, FL 33990

Website(239) 424-8305

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1113 Southeast 47th Terrace, Cape Coral, FL 33904
Cape Coral, FL 33904
  • Certified Financial Planner (CFP)

Rouse Kelly Financial Group offers financial guidance to families, retirees, business owners, and corporations in Cape Coral and the surrounding communities. It helps clients build and preserve wealth and generate income in retirement. During the planning process, its advisors consider the client's short- and long-term goals, risk tolerance, and stage of life. Additional services include estate and trust, investment solutions, retirement planning, and portfolio and risk management. Its branch manager, David Rouse, is a Chartered Retirement Planning Counselor.

1113 Southeast 47th Terrace, Cape Coral, FL 33904
Cape Coral, FL 33904

Website(866) 953-8703

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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