Best Financial Services in Cape Coral

Eric and his team are true fiduciaries who will not only manage your investments but educate you on financial matters. Explain the process that most advisors do not take the time to do. Eric and his team provided me with a finical plan that was able to lay at my retirement and the life style I am use to living. They gave me a sense of security that I was searching for. I would highly recommend Eric and his team! I cannot thank them enough. I would suggest calling and scheduling appointment if you are looking for someone who has your best interest at heart!

Absolutely excellent customer service. Great communication. I worked specifically with Joe Lanza. We worked on several models, with several iterations. He was thorough, attentive, and open to reworking the models to accommodate various scenarios. I couldn't recommend him enough! I interviewed several other advisors in the area, and couldn't be more pleased!

Eric and his team rescued our beleaguered portfolio and solved the problems created by a past advisor. It is comforting to know that my money is in good hands and my retirement will be worry free. Eric invests my money wisely and Donna ensures we spend our money wisely. The whole team is awesome.

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Love this guy! He sat and talked w my fiancé and I about our future plans and patiently waited as we talked it through. I like his good sense approach and trust him implicitly. My fiancé and I walked away knowing we were in good hands. I must say Chris came highly recommended. That’s what we all want, to deal with someone who has a great reputation with our hard earned money. Blessed to have found Chris. Highly recommend him.

Chris really gets to know his clients and makes you feel like your part of the family. He is honest with his opinions and the statistics and helps you make the best decision for you and your family. It cost nothing to meet with him. Schedule some time with him, you won’t be disappointed.

Chris was a life send when we moved to Florida helping us navigate the unique laws associated with the state. His skills and investment strategies are second to none! It is so nice to be able sit in the room with your fiduciary one on one as opposed to face time. He has consistently done an outstanding job breaking down complexed financial jargon to a very understandable level and he always takes our best interests to heart.

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Whether you’ve been investing a while or new at this, the team, Deanne and Amy are extremely knowledgeable as well as very easy to talk to in learning of the best management of your money. Thank you.

Great Team of People to work with Emerald Wealth Management Solutions.

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