3 Best Financial Services in Cape Coral, FL

“Eric Kearney is the firm's president and senior investment advisor at strategic financial planning. As an experienced advisor, He uses a comprehensive approach to retirement planning and income strategies, helping clients achieve their financial goals. He is a fiduciary with a Series 65 securities license and a Life and Health Insurance license. At Retirement Wealth Advisors, their goal is to help clients enjoy life through smart financial planning. They believe your financial well-being deserves exceptional care. Their team provides personalized solutions, helping you preserve and grow your wealth with precision and diligence.”

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“Lenny Cannova is a Financial Representative at Modern Woodmen of America. As an entrepreneur, he knows small business owners play many roles at home and on the job. He's happy to help make some of those roles easier. Through Modern Woodmen's wide variety of financial products, Lenny Cannova advises owners on everything from business and family protection to employee benefits and retirement plans. His role is to help you define your goals and objectives, assess your current financial situation, create an affordable plan that will grow with you in the future, help you get started, and then review and adjust your plan over time. Modern Woodmen of America is a member-owned financial services organization. The team secures futures with financial guidance and products. They touch lives with fraternalism. Since 1883, they have supported families and strengthened communities nationwide.”

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“Asset Management & Advisory Services aims to improve your life by simplifying financial planning and offering exceptional advice to help you reach your lifetime goals. Peter Casciotta is the president of the firm. As a registered representative, he has a Series 7 and Series 63 registration through CoreCap Investments, LLC, and also holds a Series 65 as an advisory representative of CoreCap Advisors, LLC. The Asset Management & Advisory Services team is here to provide you with information regarding wealth management, financial planning, retirement income, and insurance strategies. They are here to answer your questions and build a relationship with you. They take the time to understand who you are and where you are in your personal wealth journey.”

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