The 30 Best Financial services for seniors in Fort Myers, Florida

Fort Myers - Health Insurance & Medicare Advisors is a full-service, independent brokerage located at 9160 Forum Corporate Parkway in Fort Myers, Florida. Specializing in Medicare Plan Options and Individual Health Insurance Plans, our team of licensed agents covers all counties in Florida, Georgia, and South Carolina. We offer a wide variety of plans from top insurance companies such as United Healthcare, Humana, Cigna, and more. With a focus on transparency, honesty, and efficiency, we are committed to helping our clients navigate the complex healthcare landscape. Our goal is to find the best plan for your current needs and budget, whether it be Medicare Supplement Plans, Medicare Advantage Plans, or Prescription Drug Plans. Many applicants qualify for advanced premium tax credits, and some may even qualify for a FREE plan.

Alison Free is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative located at 13461 Parker Commons Boulevard in Fort Myers, Florida. As an insurance agency, Alison Free provides personalized financial planning and insurance solutions to clients in the United States. With a strong commitment to customer service and a wealth of knowledge in the industry, Alison Free is the go-to institution for all your insurance and financial needs.

Christopher Church: Primerica - Financial Services is a reputable finance and insurance agency located in Fort Myers, Florida. Our dedicated team of professionals is committed to providing top-notch financial services to our clients, helping them achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, our experts are here to assist you every step of the way. Visit us at 8191 College Parkway to learn more about how we can help you secure your financial future.

Everwell Financial is a finance institution located at 1591 Hayley Lane, Fort Myers, Florida, United States. We provide personalized and compassionate financial solutions tailored to each client's unique situation. As a Top of the Table Member of Million Dollar Round Table, MDRT®, we strive to empower clients to achieve their financial goals and secure their retirement with a golden parachute. Our services are customized to meet the individual needs of each client, and we specialize in creating retirement financial plans that expect the unexpected. As fiduciary financial advisors, we are committed to acting in the best interest of our clients when offering investment advice and managing portfolios. Our founder, Danielle, is passionate about financial planning and building confidence for women, drawing from personal experiences to help clients avoid financial heartache from unforeseen tragedies. We work with couples, widowed or divorced women, and individuals to create a secure and fulfilling retirement plan.

Family Tree Financial Strategies is a finance institution located at 9530 Marketplace Road in Fort Myers, Florida. Our team of experienced financial advisors is dedicated to helping individuals and families grow and protect their wealth through personalized financial planning and investment strategies. Whether you are looking to save for retirement, plan for your children's education, or navigate the complexities of estate planning, we are here to provide expert guidance every step of the way. Trust Family Tree Financial Strategies to help you build a strong financial foundation for your future.

Oath - Fort Myers Estate Planning & Investment Attorneys is a reputable law firm located at 9160 Forum Corporate Parkway in Fort Myers, Florida. Specializing in estate planning and investment law, our experienced attorneys provide expert legal advice and guidance to help clients protect their assets and plan for the future. Whether you need assistance with wills, trusts, probate, or other estate planning matters, our dedicated team is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Vincent Moore, AAMS™ is a reputable financial institution located at 1429 Colonial Boulevard in Fort Myers, Florida, United States. Specializing in finance, Vincent Moore is a knowledgeable and experienced advisor who is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Edward Jones is committed to providing top-notch financial advice and guidance to individuals and businesses alike. Whether you are looking to plan for retirement, invest for the future, or simply manage your finances more effectively, Vincent Moore and the team at Edward Jones are here to help you every step of the way.

Darlene Wilkie is a Financial Advisor at Ameriprise Financial Services, LLC located at 8270 College Parkway, Fort Myers, Florida, United States. Darlene holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Darlene specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She is dedicated to upholding the highest ethical standards and staying current with industry trends to better serve her clients' needs. Whether you are seeking assistance with asset management, estate planning, retirement planning, or investment strategies, Darlene Wilkie has the expertise and experience to help you achieve your financial goals."

Edward Jones - Financial Advisor: Brian R Sumwalt, AAMS™ is a trusted financial institution located at 12651 McGregor Boulevard in Fort Myers, Florida. As an Accredited Asset Management Specialist, Brian R Sumwalt provides personalized financial advice and investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones ensures that clients receive expert guidance and support in managing their finances. Whether you are planning for retirement, saving for education, or investing for the future, Brian R Sumwalt and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Joe Enders is a Financial Advisor at Ameriprise Financial Services, LLC, located at 12800 University Drive in Fort Myers, Florida, United States. Joe holds various certifications including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Joe's expertise in asset management, retirement planning, estate planning, risk management, investment strategies, and more. Joe is dedicated to providing comprehensive financial advice and support to individuals, retirees, small business owners, and high net worth clients.

Donald McWaters is a financial advisor at Ameriprise Financial Services, LLC located at 12800 University Drive in Fort Myers, Florida, United States. With a focus on personalized advice to help clients achieve their financial goals, Donald offers complimentary initial consultations to discuss financial planning concepts. He is registered with FINRA and offers investment products and services through Ameriprise Financial Services, LLC. Potential clients can visit the Ameriprise Financial website for background and qualification information, as well as to review the Client Relationship Summary Disclosure. If you are considering working with Donald McWaters, contact him to schedule a consultation and learn more about how he can help you secure a more confident financial future.

Scott Sanders - Financial Advisor at Ameriprise Financial Services, LLC, located at 14311 Metropolis Avenue in Fort Myers, Florida, offers expert financial guidance to clients. With a background in finance and qualifications verified by FINRA's BrokerCheck website, Scott Sanders provides personalized advice to help clients achieve their financial goals. The institution offers a complimentary initial consultation to individuals seeking to secure a more confident financial future. The consultation covers essential financial planning concepts and serves as a starting point for developing a customized financial strategy. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser.

Carl F Nicolosi is a financial advisor at Ameriprise Financial Services, LLC located at 14311 Metropolis Avenue, Fort Myers, Florida, United States. Carl holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Carl specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products, Carl is committed to helping clients achieve their financial goals. Whether you are looking for advice on annuities, seniors' issues, divorce financial planning, or exit planning, Carl can provide tailored solutions to meet your needs. Contact Carl F Nicolosi today for expert financial advice and guidance.

Edward Jones - Financial Advisor: Mark V Hembling is a reputable finance institution located at 8880 Gladiolus Drive in Fort Myers, Florida, United States. Mark V Hembling is a trusted financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mark V Hembling is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Contact them today to start planning for a secure financial future.

Scott Demarais is a Financial Advisor at Ameriprise Financial Services, LLC located at 8270 College Parkway in Fort Myers, Florida, United States. Scott holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Scott's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Scott is dedicated to providing comprehensive financial advice to individuals and businesses, helping them achieve their financial goals and secure their financial future. Contact Scott Demarais at Ameriprise Financial Services, LLC for personalized financial planning services tailored to your specific needs.

Bank of America located at 571 Pine Island Road in North Fort Myers, Florida offers convenient drive-thru services for customers looking to quickly and easily handle their banking needs. As a leading financial institution, Bank of America provides a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options. With a commitment to customer service and a strong presence in the community, Bank of America is a trusted choice for individuals and businesses seeking reliable financial solutions.

Welcome to Milestone Insurance Services LLC, your trusted insurance agency located in the heart of Fort Myers, Florida. Situated at 1400 Colonial Boulevard, we are committed to providing personalized and comprehensive insurance solutions tailored to meet the unique needs of our clients. Our dedicated team of experienced professionals is passionate about helping individuals, families, and businesses protect what matters most. At Milestone Insurance Services LLC, we offer a wide range of insurance products, including auto, home, life, and business insurance, ensuring that you have the right coverage for every aspect of your life. Our client-focused approach means that we take the time to understand your specific requirements and provide expert guidance to help you make informed decisions.

Welcome to Coverage in a Click, your trusted insurance agency located in the heart of Fort Myers, Florida. Conveniently situated at 12221 Towne Lake Drive, we specialize in providing comprehensive and tailored insurance solutions to meet your unique needs. Whether you're seeking auto, home, life, or business insurance, our team of experienced professionals is dedicated to offering personalized service and expert guidance every step of the way. At Coverage in a Click, we understand that peace of mind is priceless, and we strive to make the process of securing insurance as seamless and straightforward as possible. Visit us today and discover how we can help protect what matters most to you.

Welcome to Leo F Hinkley: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions located conveniently at 8191 College Parkway, Fort Myers, Florida. We are dedicated to helping individuals and families achieve their financial goals and secure their future with confidence. Our team of experienced professionals offers personalized services tailored to meet your unique needs, whether you're planning for retirement, investing for the future, or seeking comprehensive insurance coverage. At Leo F Hinkley: Primerica, we prioritize transparency, integrity, and excellence in all our interactions. Let us guide you on the path to financial success and peace of mind. Visit us today to learn how we can assist you in building a brighter financial future.

Welcome to RTI Insurance Services of Florida, your trusted insurance agency located at 9681 Gladiolus Drive, Fort Myers, Florida. We are dedicated to providing personalized insurance solutions tailored to meet your unique needs. Our team of experienced professionals is committed to delivering exceptional service and guidance, ensuring that you have the right coverage for peace of mind. Whether you're seeking auto, home, life, or business insurance, RTI Insurance Services of Florida is here to help you protect what matters most. Contact us today to discover comprehensive and competitive insurance options designed just for you. Experience the difference of working with a local agency that truly cares about your well-being.

Florida Gulf Coast University (FGCU) is a dynamic hub of academic excellence located at 10651 FGCU South Bridge Loop Road in Fort Myers, Florida. As a school, FGCU offers a wide range of undergraduate and graduate programs taught by world-class faculty. The institution is committed to providing resources and support services to ensure academic success for all students. FGCU prides itself on its state-of-the-art campus facilities, including residence halls, dining options, student organizations, health services, and campus recreation activities. The university also offers service-learning programs and leadership opportunities to help students grow personally and professionally.

Lutgert Hall is a university located at 10485 FGCU Boulevard South in Fort Myers, Florida, United States. This institution offers a wide range of undergraduate and graduate programs taught by world-class faculty. Visitors can explore the campus and learn about the university's history, mission, values, and accreditations. Students can apply for admission and access financial resources to support their academic goals. Lutgert Hall also provides state-of-the-art residence halls, dining options, student organizations, health services, and campus recreation activities. The university is actively engaged with Southwest Florida through cultural activities, educational programs, and athletics. Graduating seniors can attend Grad Fest at the Nest to connect with career and internship experts. Lutgert Hall offers a dynamic academic environment where learning meets innovation and endless possibilities. Students, alumni, and community members can take advantage of career-accelerator programs designed to meet the demands of today's job market. Whether you are looking to start your academic journey or advance your career, Lutgert Hall is a place where you can unlock your full potential on an extraordinary voyage of discovery.

Florida Gulf Coast University, located at 10501 FGCU Boulevard in Fort Myers, Florida, is a dynamic hub of academic excellence in Southwest Florida. Our university offers a wide range of undergraduate and graduate programs taught by world-class faculty. We are committed to providing resources and support services to ensure the academic success of our students. At FGCU, students can explore state-of-the-art residence halls, dining options, student organizations, health services, campus recreation, and other activities. Our service-learning program and leadership opportunities help students grow personally and professionally.

The University of Florida Lee County Extension Office is a valuable resource for residents of Fort Myers, Florida. Located at 3410 Palm Beach Boulevard, this institution offers a wide range of educational programs and services to help individuals and communities thrive. From agricultural and natural resources to family and consumer sciences, the Extension Office provides research-based information to address the needs of the local community. Whether you are looking to improve your gardening skills, learn about nutrition, or access resources for youth development, the University of Florida Lee County Extension Office is here to help. Visit their office today to discover the wealth of knowledge and support they have to offer.

The Campus Support Complex at FGCU Boulevard South in Fort Myers, Florida, is a dynamic hub of academic excellence. The university offers a wide range of undergraduate and graduate programs taught by world-class faculty. Students can access resources and support services to ensure their academic success, as well as financial resources to help achieve their dreams. The institution is committed to providing a unique campus experience, with state-of-the-art residence halls, dining options, student organizations, health services, and campus recreation activities. The institution is actively engaged with Southwest Florida through cultural activities, educational programs, and exciting athletics. FGCU is also home to WGCU Public Media. Graduating seniors can participate in events like Grad Fest at the Nest, where they can connect with career and internship experts, graduate admissions teams, and employers to prepare for life after graduation.

Located at 11002 Fgcu Boulevard North in Fort Myers, Florida, Edwards Hall is a prestigious university offering a wide range of undergraduate and graduate programs taught by world-class faculty. The institution is committed to providing a supportive and enriching academic environment for students to succeed. From state-of-the-art residence halls to campus recreation and leadership opportunities, Edwards Hall offers a holistic educational experience. The institution is actively engaged with the Southwest Florida community through cultural activities, educational programs, and exciting athletics. With a focus on innovation and endless possibilities, Edwards Hall aims to nurture the next generation of leaders, thinkers, and changemakers. Graduating seniors can look forward to the Grad Fest event, while prospective students can explore financial resources to help achieve their dreams. Join the vibrant community at Edwards Hall and unlock your full potential on an extraordinary voyage of discovery.

The FGCU Cohen Student Union is a vibrant institution located at 11090 Fgcu Boulevard North, Fort Myers, Florida, United States. This university offers a wide range of undergraduate and graduate programs taught by world-class faculty. The institution is committed to providing resources and support services to ensure academic success for all students. Visitors can explore the campus, meet the leadership team, and learn about the history, mission, and values of the institution. The FGCU campus offers state-of-the-art residence halls, dining options, student organizations, health services, campus recreation, and other activities.

Holmes Hall is a prestigious university located at 10487 FGCU Boulevard South, Fort Myers, Florida, United States. As an institution of higher learning, Holmes Hall offers a wide range of undergraduate and graduate programs taught by world-class faculty. The university is committed to providing resources and support services to ensure academic success for all students. Holmes Hall prides itself on its state-of-the-art campus facilities, including residence halls, dining options, student organizations, health services, and campus recreation activities. The institution also offers service-learning programs and leadership opportunities to help students grow personally and professionally.

The Greatest Agent is a comprehensive finance, health, and insurance agency located at 4135 Doctor Martin Luther King Junior Boulevard in Fort Myers, Florida. Our experienced team of professionals is dedicated to providing top-notch services to help you achieve your financial and health goals. Whether you are looking for investment advice, health insurance options, or assistance with retirement planning, The Greatest Agent is here to help. Contact us today to learn more about how we can support you on your journey to financial security and well-being.

Lowest Insurance Agency, LLC is a trusted health insurance agency located at 583 Pondella Road in North Fort Myers, Florida. With a commitment to providing affordable and comprehensive health insurance options to individuals and families, Lowest Insurance Agency, LLC is dedicated to helping clients find the best coverage to meet their needs. Whether you are looking for individual health insurance, group health insurance, or Medicare options, our knowledgeable team is here to assist you every step of the way. Contact us today to schedule a consultation and start securing your health insurance coverage.