Business List: Wealth Management in Cape Coral, FL

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Ian K. Sample - Kane Financial 1342 Colonial Blvd # K, Fort Myers, FL 33907
23932xxxx4 ian@k*************.com 1 2
Affluent Wealth Management 95470xxxx3 5 6
Finley Wealth Advisors 2256 First St Suite 140, Fort Myers, FL 33901
23926xxxx0 amb**@m**************.com 5.01 977 1 972
Clint Wilson - Raymond James 5495 Bryson Dr STE 421, Naples, FL 34109
23959xxxx2 aar************@r***********.com 4.7 13
Wealth Advisory Board 1520 Royal Palm Square Blvd, Fort Myers, FL 33919 23931xxxx0 4.6 10
Pomerance Properties 1121 SW 44th St, Cape Coral, FL 33914
50255xxxx1 1 1
Hill and Company 804 Nicholas Pkwy E, Cape Coral, FL 33990
23954xxxx4 inf*@h********.com 3.4 5
Zsebe and Associates, PA 912 SE 46th Ln UNIT 202, Cape Coral, FL 33904
23954xxxx8 dyl**@z*******.com 4.4 7
Signet Financial Management of Southwest Florida 4851 Tamiami Trail N STE 200, Naples, FL 34103
23930xxxx5 4.4 7
Hinck Private Wealth Management 1177 S McCall Rd, Englewood, FL 34223
94147xxxx1 tom@h*******.com 5 4
BNY Mellon Wealth Management Naples FL 4850 Tamiami Trail N Suite 220, Naples, FL 34103
23991xxxx0 jen***********@b********.com 5 1
Merrill Lynch Financial Advisor Shelli Green 13250 University Center Blvd, Fort Myers, FL 33907
94184xxxx8 ban********************@m*.com
Chlumsky Wealth Management Group 7370 College Pkwy #100, Fort Myers, FL 33907
23947xxxx9 mic****@c**********.com
Flaharty Asset Management 1107 W Marion Ave #112, Punta Gorda, FL 33950
94120xxxx0 aos****@f**********.com 4.08
Edward Jones - Financial Advisor: Shelby L Keepler 13721 Cypress Terrace Cir, Suite 702, Fort Myers, FL 33907
23988xxxx4 a.j*********@e**********.com 86791 98000
Marilyn Black - RBC Wealth Management Financial Advisor 800 Laurel Oak Dr Suite 500 and 600, Naples, FL 34108
23964xxxx4 rbc*********@r**.com 5.01 12403 14000
Siena Wealth Advisory Group - Ameriprise Financial Services, LLC 5811 Pelican Bay Blvd Ste 300, Naples, FL 34108
23932xxxx4 dns*****@a***.com
D. Gates Wealth Management 1708 SE 47th St, Cape Coral, FL 33904
23942xxxx5 dan***********@l**.com 5 3
Stratos Wealth Partners 8211 College Pkwy #180, Fort Myers, FL 33919
23932xxxx4 aha****@s********************.com 270 312
Rocky Mountain Wealth Management 16347 Winfield Ln, Naples, FL 34110
23935xxxx2 cai*@r***.com 5.01 125 122
Morgan Stanley Financial Advisors 7811 University Pointe Dr, Fort Myers, FL 33907
23943xxxx0 acc**********@m************.com 2.5 4
Benefit Mortgage Inc 23976xxxx9 5 21
Roach Financial Services 6835 Porto Fino Cir #2, Fort Myers, FL 33912
23927xxxx3 mik*@r*************.com 5 2
Fifth Third Securities - James Haltigan 1600 Cape Coral Pkwy E, Cape Coral, FL 33904
23957xxxx5 abd*****************@5*.com
Peter Ardolino - Ameriprise Financial Services, LLC 1319 Cape Coral Pkwy E, Cape Coral, FL 33904
23954xxxx0 cur***@a*****************.com
Northwestern Mutual: Bouchard Financial Group 4851 Tamiami Trail N # 302, Naples, FL 34103
23935xxxx3 a.-***********@n*****************.com 5 4 107318 16178 108000
Mark Geissinger - Private Wealth Advisor, Ameriprise Financial Services, LLC 12800 University Dr, Ste 105, Fort Myers, FL 33907
23993xxxx7 ada*********@a***.com 90 90
TIAA Financial Services 999 Vanderbilt Beach Rd Suite 312, Naples, FL 34108
80084xxxx2 acc******************@t***.org 2.37 90997 518 92000
Bartomeo Property Management and Realty 2706 SE Santa Barbara Pl, Cape Coral, FL 33904
23922xxxx5 ada*********@b*******.com 4.5 83
Merrill Lynch Wealth Management 1190 W Marion Ave Suite 1, Punta Gorda, FL 33950
94163xxxx0 ban********************@m*.com 4 8
Pace Wealth Management, Inc 11100 Bonita Beach Rd SE 108 B3, Bonita Springs, FL 34135
23923xxxx5 che***@p*****.com 5 1
Henderson Wealth Partners 12444 Brantley Commons Ct #101, Fort Myers, FL 33907
23993xxxx8 ale****************@l**.com 4.2 5
Asset Management & Advisory Services 3511 Bonita Bay Blvd UNIT 3, Bonita Springs, FL 34134
23951xxxx9 inf*@a*******************.com 5 3 6
Solutions Money Management 2043 NE 5th St, Cape Coral, FL 33909
23956xxxx4 mic****@s***********************.com 5 3
Advantage Retirement Group 8870 Daniels Pkwy, Fort Myers, FL 33912
23956xxxx5 ask*****@s****************.com 5 10
Credit Repair Anywhere 4040 Del Prado Blvd S, Cape Coral, FL 33904
23952xxxx7 doe@c*******************.com 4.6 58
Private Capital Management & Advisory - Ameriprise Financial Services, LLC 13461 Parker Commons Blvd Ste 206, Fort Myers, FL 33912
23921xxxx0 bri**********@a***.com 113 2 116
Private Wealth Consultants LLC 12590 Whitehall Dr, Fort Myers, FL 33907
23933xxxx0 ala*@m****.net
Davis & Associates, CPA 1402 Cape Coral Pkwy E, Cape Coral, FL 33904
23994xxxx9 bel******@j***********.com 4.5 6 28 4
Key Private Bank 12830 University Dr Ste 100, Fort Myers, FL 33907
23946xxxx0 abe***********@k**.com 4.2 23
Thomas L. Burt, CFP, CPM, CIMA, ChFC - UBS Financial Services Inc. 7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907
23927xxxx6 abc*******@u**.com
Busey Bank Wealth Management 5246 Red Cedar Dr, Fort Myers, FL 33907
23926xxxx5 aar*********@b****.com 4 23509 574 23000
Wise River Wealth Management 1421 Pine Ridge Rd STE 300, Naples, FL 34109
23951xxxx3 sha****@w************************.com
Wangler Wealth Management 27299 Riverview Center Blvd #104, Bonita Springs, FL 34134
23944xxxx0 adm**@w************.com 5.01
C&C Financial Group - UBS Financial Services Inc. 7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907
23927xxxx7 abc*******@u**.com
Ideal Retirement Solutions 8791 Conference Dr #110, Fort Myers, FL 33919
94187xxxx5 adm**@i***********************.com 5 4 2043 383 2000
Michael Shannon Stryker - UBS Financial Services Inc. 7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907
86043xxxx5 ade********@u**.com
CPK Wealth Management 12381 S Cleveland Ave Suite 102, Fort Myers, FL 33907
23923xxxx5 bri**@c********.com 5 5
Pelican Wealth Advisors, LLC 27499 Riverview Center Blvd #126, Bonita Springs, FL 34134
23998xxxx7 dil**********@p************.com 5 1 4.7 15 346 339
Credit Vision LLC 1222 SE 47th St Ste 306, Cape Coral, FL 33904
40787xxxx0 lil*@c**************.com 5 6
Susan Weidenkopf Watts - UBS Financial Services Inc. 7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907
23927xxxx0 abc*******@u**.com
Rick Childress - Financial Advisor, Ameriprise Financial Services, LLC 12800 University Dr Ste 105, Fort Myers, FL 33907
23969xxxx3 ada***********@a***.com
PAMG Advisors - Ameriprise Financial Services, LLC 4099 Tamiami Trail N STE 403, Naples, FL 34103
23976xxxx7 dns*****@a***.com 5.01
Fort Myers Wealth Management Group 2401 1st St Ste 255, Fort Myers, FL 33901
23968xxxx4 bk@f****.com 120
Harbour Shores Realty 4903 Chiquita Blvd S Unit 1 Unit 1, Cape Coral, FL 33914
23956xxxx6 dar****@h******************.com 5 1
Carnegie Investment Counsel 6830 Porto Fino Cir Suite One, Fort Myers, FL 33912
23993xxxx5 ang*****@c*************.com
Edward Jones - Financial Advisor: Josh Wurtsbaugh 3571 Del Prado Blvd N #7, Cape Coral, FL 33909
23973xxxx8 a.j*********@e**********.com 53 248
Gfa Wealth Design 12597 New Brittany Blvd, Fort Myers, FL 33907
23948xxxx3 amy@w***********.com 142
The Petracco Wealth Management Group - UBS Financial Services Inc. 7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907
23927xxxx2 abc*******@u**.com 2.33
Emerald Wealth Management Solutions, llc 3011 Del Prado Blvd S, Cape Coral, FL 33904
23921xxxx3 dea***@e*********.com 5 2
1280 Financial Partners - UBS Financial Services Inc. 7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907
23927xxxx6 abc*******@u**.com
Bourbon Street Homes 1217 Cape Coral Pkwy E #335, Cape Coral, FL 33904
23944xxxx8
Retirement Wealth Advisors 629 Cape Coral Pkwy E, Cape Coral, FL 33904
23947xxxx1 aut***@r******************.com 5 17 154 175
Transamerica/ World Financial Group Financial Advisors 13981 McGregor Blvd #105, Fort Myers, FL 33919
86690xxxx5 4.1 7
Merrill Lynch Financial Advisor Nicholas Greiner 13250 University Center Blvd, Fort Myers, FL 33907
23943xxxx5 ban********************@m*.com
Girard 5237 Summerlin Commons Blvd #302, Fort Myers, FL 33907
23927xxxx2 cah****@m*********.com
True Wealth Design 5237 Summerlin Commons Blvd Suite 370, Fort Myers, FL 33907
23934xxxx5 ase**@t***************.com
Lynx Financial Accounting Group 1222 SE 47th St, Cape Coral, FL 33904
23931xxxx0 inf*@l*****.com
Cedar Green Financial 429 SE 4th Pl, Cape Coral, FL 33990
80277xxxx9
Gulf Coast Educators Insurance (GCE Insurance and Wealth Management) 4972 Royal Gulf Cir, Fort Myers, FL 33966
23959xxxx4 inf*@g*****.com 4.9 416
Pete Kelly - Raymond James 1113 SE 47th Terrace #3, Cape Coral, FL 33904
23954xxxx4 4 1
Bookkeepers Plus 1222 SE 47th St, Cape Coral, FL 33904
88823xxxx5 and*********@b**************.us 5 2 158
RESTODAY MANAGEMENT SERVICES, LLC 441 Del Prado Blvd N #2, Cape Coral, FL 33909
23959xxxx2 fhi*****@r*******.net 3 2 181 4 184
MAI Capital Management 5551 Ridgewood Dr Suite 300, Naples, FL 34108
23943xxxx5 aar**@m**.capital
Forbes Home Watch 1527 SE 42nd Terrace, Cape Coral, FL 33904
23977xxxx1 465*************************************@w*****************.com 5 38 81 122
Focus Wealth Management of Raymond James 1421 Pine Ridge Rd STE 300, Naples, FL 34109
85539xxxx2 aar************@r***********.com 5 1 17336
Mirimar Real Estate & Investments, LLC 618 SW 3rd St Suite 150, Cape Coral, FL 33991
23999xxxx5 kar**@m****************.com 4.9 12
Insite Managed Solutions 1336 SE 47th St, Cape Coral, FL 33904
23928xxxx9 con****@c*********.com 4 8 52 2 59
Lorraine Albino-Hinkley: Primerica - Financial Services 8191 College Pkwy #305, Fort Myers, FL 33919
23943xxxx7 aar**********@p********.com 4.7 23 148785 3596 159000
Christian Stearns | Conte Wealth Advisors 2740 Oak Ridge Ct #304, Fort Myers, FL 33901
23928xxxx7 c18*****************************@s*****.wixpress 2600
Asset Management & Advisory Services 1222 SE 47th St Suite 304, Cape Coral, FL 33904
23935xxxx5 inf*@a*******************.com 5 8
Naples Asset Management Company LLC 23150 Fashion Dr Suite 231, Estero, FL 33928
23959xxxx5 a.d*******@n*****.com 5 11 16495 7 126000
English Wealth Management of Raymond James 1421 Pine Ridge Rd STE 300, Naples, FL 34109
23951xxxx0 aar************@r***********.com 17336
Alexander Peter Wealth Management 42881 Lake Babcock Dr Suite 200, Punta Gorda, FL 33982
77061xxxx2 99c*************************************@w*****************.com 5.02
Rinaldi Wealth Management 24311 Walden Center Dr Suite 100, Bonita Springs, FL 34134
23944xxxx1 dus***@r*********.com 4.9 46
Pretty Cape Homes 900 SW Pine Island Rd #108, Cape Coral, FL 33991
23974xxxx3 i7y******************************************@p**********.com 4.8 56
Perino Wealth Management of Raymond James 8000 Summerlin Lakes Dr Ste 100, Fort Myers, FL 33907
23941xxxx0 aar************@r***********.com 35
Equity Trust Company 15671 San Carlos Blvd #101, Fort Myers, FL 33908
23933xxxx2 aan***@m***********.com 4.9 230
Wendland Wealth Management 5237 Summerlin Commons Blvd # 20, Fort Myers, FL 33907 23927xxxx0 3.03
Coastal Association Services, LLC. 1314 Cape Coral Pkwy E # 205, Cape Coral, FL 33904
23968xxxx0 fut****@c*****************.biz 3.9 19
Paul Harris Financial 4560 Via Royale # 4B, Fort Myers, FL 33919
23993xxxx1 jea*****@p******************.com 3.73
Innovation Property Management, Inc. 529 Tropicana Pkwy E, Cape Coral, FL 33909
40739xxxx4 inf*@i****************.com 5 5 11818 6 16000
Macke Financial Advisory Group 12699 New Brittany Blvd, Fort Myers, FL 33907
23927xxxx2 inf*@m*************.com 3.7 3
Miloff Aubuchon Realty Group - Cape Coral 4707 SE 9th Pl UNIT 202, Cape Coral, FL 33904
23954xxxx5 acl***@m*******************.com 4.9 53 4.8 36 723 98 931
Merrill Lynch Financial Advisor Steven B Sizemore 13250 University Center Blvd, Fort Myers, FL 33907
23943xxxx8 bri************@b***.com
Rossman Realty Property Management LLC 1104 SE 46th Ln #2, Cape Coral, FL 33904
23954xxxx4 req***********@r************.com 3.6 204
Synovus Wealth Management 8800 Bernwood Pkwy, Bonita Springs, FL 34135
Marquis Wealth Management Group 6216 Whiskey Creek Dr Ste A, Fort Myers, FL 33919
23945xxxx7 abb***@m*****************.com
Hightower Fort Myers 8200 College Pkwy #102, Fort Myers, FL 33919
84480xxxx5 aba****@h****************.com 4.25
Coyle Financial Counsel 12381 S Cleveland Ave #200, Fort Myers, FL 33907
23944xxxx4 aju*******@c*************.com
Retirement Wealth Advisors 28089 Vanderbilt Dr # 103, Bonita Springs, FL 34134 23947xxxx1 5.017
Century 21 Selling Paradise 3409 Del Prado Blvd S, Cape Coral, FL 33904
23954xxxx7 arb*******@g****.com 4.3 83
Richard Brown Investments at Brown & Haught Financial 13241 University Dr #104, Fort Myers, FL 33907 23941xxxx0 4 4
Experience Property Management Group LLC 900 SW Pine Island Rd #106, Cape Coral, FL 33991
23930xxxx8 bra*@e*********.com 2 4
Delgado Private Wealth Management 999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108
23942xxxx6 5 12
Charles Todd Investment Consulting - UBS Financial Services Inc. 7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907
23927xxxx1 abc*******@u**.com
Vesteva Vacation Rentals & Property Management 3637 Del Prado Blvd S #301, Cape Coral, FL 33904
23994xxxx1 axe*@v******.com 4.5 114 2051 20
Nova Wealth Management , Inc. 24311 Walden Center Dr Suite 200, Bonita Springs, FL 34134
88867xxxx0 amy@n*******************.com 4.8 20
Macias & Associates, CPAs 1625 SE 46th St, Cape Coral, FL 33904
23954xxxx0 inf*@m*********.com 5 23 5 5 245
Advisors Group: Jon Carlblom Benefits Advisor 1717 NE 13th Ave, Cape Coral, FL 33909
23927xxxx5 inf*@a************.us 5 2
Southern Oak Wealth Management 12650 New Brittany Blvd Ste B, Fort Myers, FL 33907
23924xxxx2 abc@r***********.com
Moran Wealth Management® 5801 Pelican Bay Blvd Suite 110, Naples, FL 34108
23992xxxx0 ada***********@m******.com 5 1 101 2 122
Raymond James Financial Services 8000 Summerlin Lakes Dr Ste 100, Fort Myers, FL 33907
23968xxxx1 aar************@r***********.com 5 3
Titan Financial 6150 Diamond Centre Ct #603, Fort Myers, FL 33912
23933xxxx3 jim******@l**.com 5 3
Coast Financial Wealth Management 23188 Freedom Ave, Port Charlotte, FL 33980
94162xxxx7 car********@c*******.com 5 2
Merrill Lynch Financial Advisor John M Hudspeth 9128 Strada Pl Suite 301, Naples, FL 34108
85623xxxx3 ban********************@m*.com
RBC Wealth Management Branch - Naples 800 Laurel Oak Dr Suite 500, Naples, FL 34108
86649xxxx0 rbc*********@r**.com 5 1
Hamilton Wealth Management LLC 5237 Summerlin Commons Blvd, Fort Myers, FL 33907
23933xxxx3 mic****@h*********.com 4.817
Faithward Advisors LLC 5237 Summerlin Commons Blvd Ste 410, Fort Myers, FL 33907
23931xxxx0 ama***@f****************.com
Sunshine Rentals & Property Mgt 3409 Del Prado Blvd S #101, Cape Coral, FL 33904
23954xxxx0 cry****@s************************.com 4.7 112
Retirement Wealth Advisors 6210 Scott St # 215, Punta Gorda, FL 33950 23947xxxx1
Evolution Retirement Services 12487 Brantley Commons Ct, Fort Myers, FL 33907
23977xxxx6 ada*@e**************************.com 5 4 5 20 572 45 689
Florida's Finest Property Management 1222 SE 47th St, Cape Coral, FL 33904
23962xxxx9 inf*@f***************.com 4.7 139
Grace Capital Management Group 13450 Parker Commons Blvd #102, Fort Myers, FL 33912 23933xxxx5 1
Carnegie Wealth Management 9699 Bay Harbor Cir #203, Fort Myers, FL 33919 23989xxxx8
Merrill Lynch Financial Advisor Michael McCormack 13250 University Center Blvd, Fort Myers, FL 33907
23943xxxx7 ban********************@m*.com
Edward Jones - Financial Advisor: Terry L Frith, AAMS™|CRPC™ 1402 SE 46th Ln, Cape Coral, FL 33904
23954xxxx9 a.j*********@e**********.com 5 1 82136 92086
Edward Jones - Financial Advisor: Cindy Conley, AAMS™ 1716 Cape Coral Pkwy W Suite 4, Cape Coral, FL 33914
23954xxxx9 a.j*********@e**********.com 5 1
Carefree Home Watch 4706 Chiquita Blvd S Ste. 200422, Cape Coral, FL 33914
44221xxxx9 ael@c****************.com 4.9 40
Riverview Wealth Partners of Raymond James 8000 Summerlin Lakes Dr Ste 100, Fort Myers, FL 33907
23941xxxx2 aar************@r***********.com
Summit Wealth Partners, LLC 15050 Elderberry Ln Suite 6-1, Fort Myers, FL 33907
23936xxxx7 ser****@**w.mysummitwealth 59 102
Molloy Financial Group 12650 New Brittany Blvd Ste B, Fort Myers, FL 33907
23924xxxx2 aar************@r***********.com 3 2
365 Wealth Partners 3908 King Williams St, Fort Myers, FL 33916
23984xxxx7 bk@f****.com 5 5
Berger Wealth Management, LLC 5621 Strand Blvd #305, Naples, FL 34110 23957xxxx0 5 20
Levell Wealth Management 110 Sullivan St Suite 112, Punta Gorda, FL 33950
94183xxxx2 Jam*********@l*******.com 5 1
Sun Watch SWFL 14290 Hampton Lake Ct, Fort Myers, FL 33908
63088xxxx2 c18*****************************@s*****.wixpress 5 11 5 7 534
Wealth Managers of FL, LLC 23190 Fashion Dr, Estero, FL 33928 23949xxxx0
Avanzar Business Consultant 103 SW 17th Ave, Cape Coral, FL 33991
63041xxxx5 ava**********@w**********.com
Merrill Lynch Wealth Management 9128 Strada Pl Suite 301, Naples, FL 34108
23926xxxx0 ban********************@m*.com
Fred Maschmidt - Raymond James 8000 Summerlin Lakes Dr Ste 100, Fort Myers, FL 33907
23941xxxx0
BedRock Asset Management LLC 201 W Marion Ave Suite 1303, Punta Gorda, FL 33950
94137xxxx0 kri*************@l**.com
CPK Wealth Management, LLC 12381 S Cleveland Ave Ste 102, Fort Myers, FL 33907
23923xxxx7 bri**@c********.com 5 5
5 9
Stephen Smith - Regions Financial Advisor 8655 College Pkwy, Fort Myers, FL 33919
23985xxxx8 aar***********@r******.com
MarketStrats 23947xxxx9 5 4
SWF Preferred Realty and Property Management 709 Cape Coral Pkwy W Suite 101, Cape Coral, FL 33914
23922xxxx9 inf*@s****.com 4.7 41 36
Lighthouse Wealth Management LLC 2205 McGregor Blvd, Fort Myers, FL 33901
23934xxxx5 cal*********@l******.com 4.6 27
Christopher D'Andrea Jr - Financial Advisor, Ameriprise Financial Services, LLC 413 NE Van Loon Ln Ste 102, Cape Coral, FL 33909
32142xxxx4 chr****************@a***.com
Massie & Associates Financial Planning 15961 McGregor Blvd Ste 2, Fort Myers, FL 33908
23933xxxx6 cma****@p*****.com 5 15
WORTHIT REALTY, LLC 1426 SE 44th St, Cape Coral, FL 33904
23954xxxx0 a@w************.com 4.5 28
Private Wealth Consultants LLC 12590 Whitehall Dr #2, Fort Myers, FL 33907
23933xxxx0 ala*@m****.net 5 2
PFS Wealth Management Group 5100 Tamiami Trail N #103, Naples, FL 34103
23923xxxx9 bra****@p*************.com 5 2
1st Choice Property Management 1405 SE 47th St #6, Cape Coral, FL 33904
23947xxxx8 bil****@e********.com 2.7 46
Prudent Financial Planning 4850 Tamiami Trail N Suite 301, Naples, FL 34103
23923xxxx5 pat**@p*******************.com 5 16
Flint Financial Group - UBS Financial Services Inc. 7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907
23927xxxx1 and**********@u**.com 3 2
Naples Wealth Planning 1016 Collier Center Way #201, Naples, FL 34110
23926xxxx6 akr***@n*******************.com 5 3 89 3 92
SLD SOLUTIONS 804 Nicholas Pkwy E, Cape Coral, FL 33990 23957xxxx3
Allar International 1136 Pine Island Rd, Cape Coral, FL 33909
23967xxxx6 c18*****************************@s*****.wixpress 209
Capital Wealth Advisors 9130 Galleria Court, Third Floor, Naples, FL 34109
23943xxxx4 ama***@c********************.com 4 2 81 86
Edward Jones - Financial Advisor: Jim Perry, CFP® 234 Del Prado Blvd N #6B, Cape Coral, FL 33909
23957xxxx4 a.j*********@e**********.com 5 1 81623 91413
J2 Capital Management 1222 SE 47th St Office Suite C-1, Cape Coral, FL 33904
88888xxxx0 inf*@j*********.com 5 2 54
Ajay Verma - Private Wealth Advisor, Ameriprise Financial Services, LLC 12620 World Plaza Ln, Ste 3 Bldg 60, Fort Myers, FL 33907
23993xxxx2 aja*******@a***.com 86 91
Southern Oak Wealth Management 12431 Brantley Commons Ct Ste 101, Fort Myers, FL 33907
23999xxxx0 sup****@i*********.com 3.02 17460 18000
The Art and Science of Successful Planning 3949 Evans Ave Suite 300, Fort Myers, FL 33901
23948xxxx4 ali*********************@a*****.com 5 7
Gulf Coast Advisors 910 Cape Coral Pkwy E, Cape Coral, FL 33904
23983xxxx3 ann******@y***.com
Edward Jones - Financial Advisor: Sam V Mazzotti, AAMS™ 2104 Del Prado Blvd S Unit 4, Cape Coral, FL 33990
23977xxxx5 a.j*********@e**********.com
Campbell Financial Partners, LLC 17595 S Tamiami Trail #220, Fort Myers, FL 33908
23945xxxx3 kc@c*********.com
Rezny Wealth Management, Inc. 5237 Summerlin Commons Blvd, Fort Myers, FL 33907
80061xxxx7 bri*******@r**********.com 3.4 5
Paragon Financial Services 8280 College Pkwy #203, Fort Myers, FL 33919 23943xxxx3 3 2
Advanced Outdoor Solutions 900 SW Pine Island Rd #202, Cape Coral, FL 33991
80057xxxx6 acs*****@a***************.biz 2.8 9 496 40 611
The McQuade Group - UBS Financial Services Inc. 7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907
23927xxxx0 abc*******@u**.com
Landsberg Bennett Private Wealth Management 252 W Marion Ave #200, Punta Gorda, FL 33950
94139xxxx0 cor*******@l***************.com 4.2 9
Ajay Verma - Private Wealth Advisor, Ameriprise Financial Services, LLC 1560 Matthew Dr Ste J, Fort Myers, FL 33907
23927xxxx1 aja*******@a***.com 86 91
Raymond James 9726 Commerce Center Ct #2, Fort Myers, FL 33908
23932xxxx0 aar************@r***********.com 17458 18000
Eric Kearney 629 Cape Coral Pkwy E, Cape Coral, FL 33904
23928xxxx5 aut***@r******************.com 5 17
Northwestern Mutual Wealth Management Company 23160 Fashion Dr #217, Estero, FL 33928
23967xxxx0 a.-***********@n*****************.com 4.8 16 107318 16178 108000
Resort Management 5789 Cape Harbour Dr # 201, Cape Coral, FL 33914
23964xxxx7 3 2 10 15 10
Eric Waltz Financial Solutions 3239 Santa Barbara Blvd N, Cape Coral, FL 33993 23957xxxx3
Cornelius Snyder - TIAA Wealth Management Advisor 1185 Immokalee Rd, Naples, FL 34110
23925xxxx0 acc******************@t***.org 5.01 90997 518 92000
Faithward Advisors, LLC 5237 Summerlin Commons Blvd Suite 410, Fort Myers, FL 33907
23931xxxx0 inf*@f****************.com 4.9 136 7318 1007 9400
Cypress Asset Management Inc 19500 Marsh Pointe Run UNIT 202, Estero, FL 33928
30967xxxx6 joh*@c*****.com 125 20 129
Marquis Wealth Management Group 6208 Whiskey Creek Dr, Fort Myers, FL 33919
23945xxxx7 abb***@m*****************.com 5.05
Durand & Gallentine Investment Management Group 5249 Summerlin Commons Blvd, Fort Myers, FL 33907 23927xxxx3 3.45
Kathleen S Butler - Financial Advisor, Ameriprise Financial Services, LLC 164 Pondella Rd, North Fort Myers, FL 33903
23965xxxx7 3.7 3
Ameriprise Financial 8192 College Pkwy, Fort Myers, FL 33919
23943xxxx6 ada*********@a***.com 89 89
Everwell Financial 1591 Hayley Ln Suite 202, Fort Myers, FL 33907
23928xxxx4 dan*****@e****************.com 5 2 186 217
UBS Financial Services Inc. 7950 Summerlin Lakes Dr Suite 1, Fort Myers, FL 33907
23927xxxx7 abc*******@u**.com 2.3 3
Atlantic Asset Advisors 9220 Bonita Beach Rd SE #108, Bonita Springs, FL 34134
23990xxxx0 kar*@a********************.com 5 1 78 89
Lighthouse Wealth Management, LLC 2205 McGregor Blvd, Fort Myers, FL 33901
23934xxxx5 cal*********@l******.com 4.6 27
Scroggins Wealth Management 10461 6 Mile Cypress Pkwy STE 503, Fort Myers, FL 33966 23979xxxx7
Coral Wealth Management 20801 Biscayne Blvd Suite 403, Miami, FL 33180
30567xxxx4 den***@c******.com 5 35
Gallegos Wealth Management - Raymond James 27299 Riverview Center Blvd Ste 100, Bonita Springs, FL 34134
23942xxxx0 5 1
PAMG Advisors - Ameriprise Financial Services, LLC 14311 Metropolis Ave Ste 205, Fort Myers, FL 33912
23976xxxx7 dns*****@a***.com 121 125
Advanced Wealth Advisors 5237 Summerlin Commons Blvd #404, Fort Myers, FL 33907
23945xxxx0 awh***@a*********.com 4.8 17
Dustin Smith - RBC Wealth Management Branch Director 800 Laurel Oak Dr Suite 500 and 600, Naples, FL 34108
23964xxxx3 rbc*********@r**.com 5.01 12403 14000
Compass Rose Management 1010 NE 9th St, Cape Coral, FL 33909
23930xxxx2 abi****@c********************.com 3.5 79
Rich Wealth Planning
23980xxxx3 al.****@l**.com 5 1
Uhler Vertich White Advisors 1510 Royal Palm Square Blvd STE 103, Fort Myers, FL 33919
23993xxxx0 adm**@y*******.com 3.7 3
Chris Andrews - Financial Advisor, Ameriprise Financial Services, LLC 12681 Creekside Ln, Fort Myers, FL 33919
23933xxxx2 dns*****@a***.com 132795 134000
Family Tree Financial Services, LLC 2029 Bayside Pkwy, Fort Myers, FL 33901
23932xxxx7 jan*@f***********.com 4.2 5
Heritage Point Wealth Management 18245 Paulson Dr Suite 130, Port Charlotte, FL 33954 94126xxxx6 5.01
Family Wealth Planning Group of Raymond James, Tom LaMacchio & Nadia Keric CFP 9115 Corsea Del Fontana Way #100, Naples, FL 34109
23932xxxx1 aar************@r***********.com 17460 18000
JD Wealth Management 9655 Tamiami Trail N #104, Naples, FL 34108 23989xxxx6 3.02
Darlene Wilkie - Financial Advisor, Ameriprise Financial Services, LLC 8270 College Pkwy, Ste 101, Fort Myers, FL 33919
23943xxxx0 dar*************@a***.com 132795 134000
South Shore Wealth Management - Ameriprise Financial Services, LLC 5811 Pelican Bay Blvd Ste 300, Naples, FL 34108
61791xxxx3 dns*****@a***.com 5.01
Edward Jones - Financial Advisor: Adam Hromiak, AAMS™|CRPC™ 3571 Del Prado Blvd N #7, Cape Coral, FL 33909
23973xxxx8 a.j*********@e**********.com 5 1
Finley Wealth Advisors 10600 Chevrolet Way #101, Estero, FL 33928
23926xxxx0 amb**@m**************.com 5 11 980 962
Wendland Wealth Management 5237 Summerlin Commons Blvd, Fort Myers, FL 33907 23927xxxx0
HBKS Wealth Advisors 8010 Summerlin Lakes Dr # 200, Fort Myers, FL 33907
23943xxxx3 all*******@h*********.com 5.02
Advanced Wealth Advisors 4099 Tamiami Trail N # 402, Naples, FL 34103
23945xxxx0 aba***@a*********.com 5 36
First Financial Group LLC 1500 Colonial Blvd # 216, Fort Myers, FL 33907
23993xxxx9 a.l*******@f******.com
Daniels Financial Solutions 94150xxxx1
Wealth Enhancement Group 28100 Bonita Grande Dr UNIT 205, Bonita Springs, FL 34135
23959xxxx6 aba****@w****************.com 4.8 5
Oakwood Capital Advisors, LLC 12995 S Cleveland Ave #160, Fort Myers, FL 33907
23935xxxx1 bdk***@o********.com 5 3 5 12 231 248
Marshall Reddick Real Estate 601 Del Prado Blvd N unit 8, Cape Coral, FL 33909
23980xxxx4 539*************************************@w*****************.com
Brian Sauls, Financial Planner | Prudential Advisors 4903 Chiquita Blvd S Unit 3, Cape Coral, FL 33914 23998xxxx7 5 3
Independent Investment Advisors 12525 New Brittany Blvd, Fort Myers, FL 33907
23933xxxx0 inf*@i*********.net 5 5
Darwish Financial 2359 Vanderbilt Beach Rd Suite 407, Naples, FL 34109
23921xxxx0 h@d***************.com 4.3 11 96
OneMain Financial 1751 NE Pine Island Rd Ste 125, Cape Coral, FL 33909
23921xxxx0 aar**********@o***************.com 3.9 38
The Duke Moore Wealth Management Group - Morgan Stanley 7811 University Pointe Dr, Fort Myers, FL 33907
23943xxxx0 acc**********@m************.com
The Wealth Planning Group 12800 University Dr Suite 285, Fort Myers, FL 33907
23953xxxx5 cor*********@l**.com 5 1
Clear View Financial Services, LLC 1502 Kings Hwy #300, Punta Gorda, FL 33980
94120xxxx0 dou***********@c**********.com 5.02
Merrill Lynch Wealth Management 13250 University Center Blvd, Fort Myers, FL 33907
23948xxxx0 3d@l****.ml 3.4 8
John DiPietro - Financial Advisor, Ameriprise Financial Services, LLC 2804 Del Prado Blvd S # 103, Cape Coral, FL 33904
85621xxxx0 ale**********@a***.com 212
Melissa Kadrmas - Thrivent 5237 Summerlin Commons Blvd #343, Fort Myers, FL 33907
88896xxxx5 adm**@d***********.com 195 217