Client focused financial services in Florida

Welcome to Wolf, Metzger & Maurillo of Clarity Wealth, your trusted partner in financial success. Conveniently located at 12140 Carissa Commerce Court in Fort Myers, Florida, we specialize in providing personalized financial advisory services tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping you achieve your financial goals through strategic planning, investment management, and comprehensive wealth management solutions. At Wolf, Metzger & Maurillo, we understand that navigating the complexities of finance can be daunting. That's why we prioritize clarity and transparency in all our interactions, ensuring you have a clear understanding of your financial landscape and the strategies we implement. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, our expert advisors are here to guide you every step of the way.

Welcome to Natalie Amoroso at Edge Home Finance, your trusted partner in navigating the world of home financing. Located conveniently at 5268 Summerlin Commons Way, Fort Myers, Florida, we are committed to helping you achieve your homeownership dreams with ease and confidence. As a licensed mortgage professional (NMLS #2088059), Natalie Amoroso brings a wealth of expertise and personalized service to the table, ensuring that each client receives tailored financial solutions that best fit their unique needs. Whether you are a first-time homebuyer, looking to refinance, or interested in investment properties, we offer a comprehensive range of mortgage options designed to make the process as smooth and efficient as possible. At Edge Home Finance, we pride ourselves on our transparent, client-focused approach and our dedication to finding the best rates and terms available.

Welcome to Bookkeepers Plus, your trusted partner in accounting and finance services located in the heart of Cape Coral, Florida. Situated at 1222 Southeast 47th Street, Cape Coral, FL 33904, we are committed to providing exceptional financial solutions tailored to meet the unique needs of our clients. At Bookkeepers Plus, we understand the complexities of managing finances and the importance of accurate bookkeeping for both individuals and businesses. Our team of experienced professionals is dedicated to delivering personalized services that ensure your financial records are precise, up-to-date, and compliant with all regulations.

Welcome to The Good Score LLC, your trusted partner in financial management and advisory services, conveniently located in the heart of Cape Coral, Florida. Situated at 4309 Southwest 16th Place, our dedicated team of financial experts is committed to helping you achieve your financial goals with personalized and comprehensive solutions. At The Good Score LLC, we understand that every client has unique financial needs. Whether you're an individual seeking to improve your credit score, a family planning for the future, or a business aiming for financial growth, we offer a wide range of services tailored to meet your specific requirements. Our services include credit counseling, debt management, financial planning, and business consulting.

Welcome to HealthMarkets Insurance - Wayne Hill, your trusted partner in navigating the complex world of health insurance. Conveniently located at 14001 Pine Lodge Lane, Fort Myers, Florida, our agency is committed to providing personalized and comprehensive insurance solutions tailored to meet your unique needs. Whether you are an individual, family, or small business, we offer a wide range of health insurance options, including Medicare, dental, vision, and life insurance plans. Our knowledgeable and friendly team, led by Wayne Hill, is dedicated to helping you find the right coverage at the right price. With a focus on exceptional customer service, we strive to simplify the insurance process and ensure peace of mind for our clients. Visit us today and let us guide you towards a more secure and healthy future.

Welcome to Coastal Wealth - Fort Myers, your trusted partner in navigating the financial landscape with integrity and innovation. Located at 9530 Marketplace Road, Fort Myers, Florida, we pride ourselves on being the most innovative, collaborative, and trusted financial solutions firm in the nation. Our commitment to excellence is anchored in unwavering integrity and ethical conduct, ensuring that our clients receive transparent and responsible financial guidance. At Coastal Wealth, we embrace diversity and foster an inclusive environment to deliver unparalleled financial expertise. Our dedicated team collaborates to offer comprehensive financial services that exceed individual capabilities. We tailor dynamic solutions to meet your evolving needs, whether through strategic tax planning, personalized financial plans, or meticulously crafted investment strategies.

Welcome to Crews Bank & Trust Lee County Loan Office, your trusted partner in financial solutions located in the heart of Cape Coral, Florida. Situated at 1222 Southeast 47th Street, our office is dedicated to serving the unique financial needs of the Lee County community. As a locally-focused bank, we pride ourselves on offering personalized service and a comprehensive range of financial products designed to help you achieve your financial goals. At Crews Bank & Trust, we specialize in providing tailored loan solutions, whether you're looking to finance a new home, expand your business, or manage personal expenses. Our team of experienced financial professionals is committed to delivering exceptional service and expert guidance every step of the way.

Welcome to Van Houten Insurance Located at 4722 Southeast 17th Avenue, Cape Coral, Florida, Van Houten Insurance is your trusted local insurance agency dedicated to providing personalized and comprehensive insurance solutions. With a deep understanding of the insurance industry and a commitment to client satisfaction, I am here to help you secure your future with confidence.

Welcome to Intercontinental Capital Group Located at 1314 Cape Coral Parkway East in the heart of Cape Coral, Florida, Intercontinental Capital Group is your trusted partner in banking and finance. We are committed to providing exceptional financial services tailored to meet the needs of our diverse clientele. Whether you are looking for personal banking solutions, mortgage options, or financial advice, our experienced team is here to guide you every step of the way.

Welcome to Patrick McGarry - Mutual of Omaha Insurance Agency Located at 9530 Marketplace Road in Fort Myers, Florida, Patrick McGarry - Mutual of Omaha is your trusted local insurance agency dedicated to providing exceptional service and personalized insurance solutions. As a licensed insurance agent with Mutual of Omaha, Patrick McGarry is committed to guiding you through every step of your insurance journey.

Welcome to Fight Night Insurance, your premier insurance agency located in the heart of Fort Myers, Florida. Situated at 12800 University Drive, we specialize in providing comprehensive insurance solutions tailored to meet the unique needs of our clients. At Fight Night Insurance, we understand that life can be unpredictable, which is why we are dedicated to offering reliable coverage options to protect what matters most to you. Our experienced team of professionals is committed to delivering personalized service and expert guidance to help you navigate the complexities of the insurance world. Whether you are looking for personal, business, or specialty insurance, we have a wide range of products designed to ensure your peace of mind. We take pride in our community-focused approach, working closely with our clients to build lasting relationships based on trust and integrity.

Welcome to Chase ATM, conveniently located at 1624 Cape Coral Parkway West, Cape Coral, Florida 33914. As a premier financial service provider, we offer a wide range of banking and investment solutions to meet your needs. At this location, you can access our ATM services for quick and easy transactions, 24/7. Our services extend beyond just ATM access. With Chase Business Banking, you can benefit from the expertise of our dedicated team of professionals who are focused on improving your cash flow, providing tailored credit solutions, and assisting with payroll management. We also offer a suite of online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to Stay Blessed Insurance, your trusted partner in navigating the world of insurance. Conveniently located at 13550 Reflections Parkway, Fort Myers, Florida 33907, our agency is dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of our community. At Stay Blessed Insurance, we understand that life is full of uncertainties, and securing the right protection is essential. Our experienced team is committed to offering personalized service and expert guidance to help you make informed decisions. Whether you are seeking coverage for your home, vehicle, health, or business, we offer a wide range of insurance products to safeguard what matters most to you.

Welcome to Craig H Brown - Aflac Insurance Agent, your trusted partner in comprehensive insurance solutions located in the heart of Fort Myers, Florida. Situated at 15969 Mandolin Bay Drive, our agency is dedicated to providing personalized service and expert guidance to meet all your insurance needs. At Craig H Brown - Aflac Insurance Agent, we understand that each individual and business has unique needs and challenges. That's why we offer a wide range of insurance products designed to provide financial security and peace of mind. Whether you're looking for health, life, accident, or supplemental insurance, our team is committed to helping you find the right coverage tailored to your specific situation.

Welcome to HealthMarkets Insurance - Eran McManemy, your trusted local partner in navigating the complex world of health insurance. Conveniently located at 15205 Iona Lakes Drive, Fort Myers, Florida, our agency is committed to providing personalized insurance solutions tailored to meet your unique needs. With a focus on offering a comprehensive range of health insurance options, we strive to simplify the process of finding the right coverage for you and your family. Whether you're seeking individual health plans, Medicare options, or supplemental insurance, our knowledgeable agents are here to guide you every step of the way.

Welcome to The Sanibel Captiva Trust Company, your trusted partner in financial services located at 2450 Periwinkle Way, Sanibel, Florida. As a premier financial institution, we specialize in providing comprehensive banking and financial solutions tailored to meet the unique needs of our clients. Whether you're looking for personal banking services, wealth management, or investment advice, our team of experienced professionals is dedicated to helping you achieve your financial goals. With a commitment to excellence and a focus on building long-lasting relationships, The Sanibel Captiva Trust Company is here to guide you every step of the way. Visit us today and experience personalized financial services in the heart of Sanibel.

Welcome to Florida Public Adjusters Located at 21710 Madera Road, Fort Myers Beach, Florida, Florida Public Adjusters is your trusted local insurance agency dedicated to representing the interests of policyholders in the complex world of insurance claims. Our team of experienced and licensed public adjusters is committed to providing personalized service and expert guidance to ensure you receive the maximum settlement possible.

Welcome to Solin Strategic, LLC – Your Trusted Partner in Financial Excellence. Located at 4731 Bonita Bay Boulevard in beautiful Bonita Springs, Florida, Solin Strategic, LLC is a premier financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to integrity, personalized service, and strategic planning, we offer a comprehensive range of financial solutions tailored to meet your unique needs. At Solin Strategic, LLC, we understand that navigating the financial landscape can be complex and challenging. Our team of experienced professionals is here to guide you every step of the way, providing expert advice and innovative strategies to ensure your financial success. Whether you're looking for investment management, retirement planning, tax strategies, or business consulting, we have the expertise to support your financial journey.

Welcome to Acentria Insurance, your trusted partner in safeguarding what matters most. Located at 8840 Terrene Court, Bonita Springs, Florida, our agency is dedicated to providing comprehensive insurance solutions with a personal touch. Whether you need personal, business, health, or life insurance, our expert team is here to ensure you have the protection you need against life's unpredictabilities. At Acentria Insurance, we pride ourselves on offering individualized attention and customized plans that leverage our deep industry expertise. Our commitment to excellence is reflected in our award-winning company culture and community-minded spirit, making us a top insurance workplace.

Welcome to The Roe Agency, your trusted insurance partner since 1976. Located at 5650 Tavilla Circle, Naples, Florida, we are proud to be Southwest Florida's insurance specialists. Our mission is to provide personalized insurance solutions and financial services that protect individuals, families, and business owners across the Sunshine State. At The Roe Agency, we believe in building long-term, trusting relationships with our clients. Our team of licensed professionals serves as your consultant and liaison with insurance companies, instilling confidence by offering informed insurance options tailored to your unique needs. We understand the complexities of the Florida insurance market and are committed to helping you find the best coverage at the most competitive price.

Welcome to Riverchase, your trusted partner in banking and finance, located conveniently at 11120 Tamiami Trail North, Naples, Florida. At Riverchase, we are committed to providing exceptional financial services tailored to meet your unique needs. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on delivering personalized service with a focus on building lasting relationships with our clients. Visit us today and discover how Riverchase can help you achieve your financial goals with confidence and ease.

Welcome to First Citizens Bank, your trusted partner in banking and finance, conveniently located at 1125 Immokalee Road, Naples, Florida. Committed to providing exceptional financial services, we offer a comprehensive range of solutions tailored to meet the diverse needs of our community. Whether you're looking to open a personal account, secure a loan, or manage your investments, our team of experienced professionals is here to guide you every step of the way. At First Citizens Bank, we pride ourselves on fostering long-term relationships with our clients, emphasizing personalized service and financial expertise. Visit us today and experience the difference of a community-focused bank dedicated to helping you achieve your financial goals.

Welcome to Kodie S Fridley - Morgan Stanley, your trusted partner in financial planning and investment management located in the heart of Naples, Florida. Situated at 8889 Pelican Bay Boulevard, our dedicated team is committed to providing personalized financial solutions tailored to meet the unique needs of each client. At Kodie S Fridley - Morgan Stanley, we pride ourselves on our comprehensive approach to wealth management, offering a wide range of services including investment strategies, retirement planning, estate planning, and risk management. Our goal is to help you achieve financial success through careful planning and informed decision-making.

Welcome to Assured Value Claims Public Adjusting, LLC, your trusted partner in navigating the complexities of insurance claims. Located at 5453 Cove Circle, Naples, Florida, we are more than just a public adjusting firm; we are a dedicated team committed to advocating for you and ensuring that you receive the maximum settlement possible with minimal hassle. With over 17 years of experience, our seasoned professionals possess in-depth knowledge of the insurance industry and are passionate about protecting the interests of homeowners and businesses alike. Whether you are dealing with property damage, commercial claims, or issues affecting public institutions like schools, our team is equipped to handle claims of all sizes with the utmost integrity and diligence.

Welcome to Vantage Private Wealth, where your financial goals and family legacy are our top priorities. Located at 5551 Ridgewood Drive, Suite 303, Naples, Florida, our team is dedicated to the preservation and growth of your financial assets through transparent and unbiased advice. Explore our latest insights with the "2024 Q2 Market Commentary: An Economic Tightrope" by our Chief Investment Officer, Megan Horneman, available now. We also invite you to listen to our engaging podcasts, “Markets with Megan” featuring Megan Horneman, and “From the Ground Up” with Leo Kelly, for expert perspectives on the financial landscape.

Welcome to Chase ATM, conveniently located at 2448 Pine Ridge Road, Naples, Florida 34109. As part of the global financial leader JPMorgan Chase & Co., our ATM offers a wide range of financial services tailored to meet your banking needs. Whether you're managing personal finances or running a business, Chase is here to support you with innovative solutions. Our ATM provides quick and easy access to your accounts, allowing you to perform essential transactions such as cash withdrawals, balance inquiries, and more. As a Chase customer, you can also take advantage of our comprehensive suite of online and mobile banking services, designed to make managing your finances seamless and efficient.

Welcome to Savannah Ryan, Bankers Life Agent, your trusted insurance agency located in the heart of Naples, Florida. Situated at 3555 Kraft Road, our agency is dedicated to providing personalized and comprehensive insurance solutions to meet your unique needs. With a commitment to excellence and a focus on customer satisfaction, Savannah Ryan specializes in a wide range of insurance products, including life insurance, health insurance, and retirement planning services. Whether you are planning for the future, protecting your assets, or seeking peace of mind, our knowledgeable team is here to guide you every step of the way. At Savannah Ryan, Bankers Life Agent, we prioritize building lasting relationships with our clients, ensuring that you receive the highest level of service and support. Visit us today and discover how we can help secure your financial future with confidence.

Welcome to Liliana Quintero, Bankers Life Agent, your trusted insurance partner located in the heart of Naples, Florida. Situated at 3555 Kraft Road, our agency is committed to providing personalized insurance solutions tailored to meet the unique needs of each client. With a focus on helping individuals and families secure their financial future, we offer a comprehensive range of services including life insurance, health insurance, and retirement planning. At Liliana Quintero, Bankers Life Agent, we pride ourselves on delivering exceptional customer service and expert guidance. Our knowledgeable team is dedicated to understanding your goals and helping you navigate the complexities of insurance with ease and confidence. Whether you're planning for retirement, seeking health coverage, or protecting your loved ones with life insurance, we are here to assist you every step of the way.

Welcome to J.P. Morgan Private Bank in Naples, Florida, where we put the power of the World’s Best Private Bank to work for you. Located at 850 Park Shore Drive, our Naples team is dedicated to helping you build, preserve, and transfer your wealth with an elevated private banking experience tailored specifically to your needs. At J.P. Morgan Private Bank, we do more than just manage wealth; we add value to your life. Our team of specialists is here to open doors, explore new opportunities, and help you fully realize the possibilities your wealth can create. We are committed to your success, offering a comprehensive array of capabilities designed to meet your financial goals.

Welcome to Encore Bank, your trusted financial partner located at 3003 Tamiami Trail North, Naples, Florida. At Encore Bank, we are committed to providing exceptional banking and financial services tailored to meet the needs of our local community. Our dedicated team of professionals is here to offer personalized solutions that help you achieve your financial goals, whether it's personal banking, business banking, or wealth management. We pride ourselves on delivering a warm and welcoming experience, ensuring that every client feels valued and understood. With a focus on innovation and customer satisfaction, Encore Bank offers a comprehensive range of services, including checking and savings accounts, loans and credit solutions, investment advice, and more.