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Laurels

Best Financial Advisors in Cape Coral
2022

We scored 39 Financial Advisors in Cape Coral, FL and Picked the Top 4

Here are the Picks:

Advanced Wealth Advisors

D. Gates Wealth Management

J2 Capital Management

Rouse Kelly Financial Group

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Cape Coral Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 39 25 4

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Advanced Wealth Advisors

  • 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.

Click to Call

5237 Summerlin Commons Boulevard
Fort Myers, FL 33907

Website

(239) 455-1100 Website

Reputation:A+

More Info

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)

Professionalism: A+

More Info

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+

D. Gates Wealth Management

  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

Click to Call

923 Del Prado Boulevard South
Cape Coral, FL 33990

Website

(239) 424-8305 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Price: percentage of asset

J2 Capital Management

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

J2 Capital Management provides custom financial planning and management of tax, estate, and investment in Cape Coral. The name of the firm is a nod to the two co-founders, John Benedict and John Salomon. Benedict's career started by working for American Express Financial Advisors in 1998, and then he opened his own practice in 2007. In 2010, he merged his RIA with Salomon's CPA practice. Their team works with individuals with more than $500,000 investable assets and independent RIAs who manage over $10 million in assets.

Click to Call

1222 Southeast 47th Street
Cape Coral, FL 33904

Website

(888) 888-0430 Website

Professionalism: A+

More Info

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+

Rouse Kelly Financial Group

  • 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.

Click to Call

1113 Southeast 47th Terrace
Cape Coral, FL 33904

Website

(866) 953-8703 Website

Reputation:A

More Info

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:

1 (Good)

Score Consistency:

Consistent (Best)

Professionalism: A

More Info

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: --

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