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BEST RATED CAPE CORAL, FL FINANCIAL SERVICES

3 Best Financial Services in Cape Coral, FL

Expert-recommended Top 3 Financial Services in Cape Coral, Florida. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Eric Kearney - Cape Coral, FL Financial Services - Portrait
Eric Kearney - Cape Coral, FL Financial Services - Professional Team Image
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Best Financial Services in Cape Coral FL - Eric Kearney - Retirement Wealth Advisors, LLC video
10+ YEARS ON TBR
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ERIC KEARNEY

(5.0 Score)
RETIREMENT WEALTH ADVISORS, LLC
629 Cape Coral Parkway East,
Cape Coral, FL 33904 Directions

Since 2012

Specialty:

✓Financial and Retirement Planning ✓Investment Advice ✓Education Funding ✓Estate and Income Planning ✓Portfolio and Risk Management ✓Goals-Based Planning

" Eric Kearney is the firm's president and senior investment advisor at Retirement Wealth Advisors, LLC. He thoroughly educates his clients about the advantages and disadvantages of the financial decisions they make. As a trusted advisor, he takes a comprehensive approach with his clients and assists them in achieving their financial goals. Eric Kearney also helps to create and execute a sophisticated portfolio, as well as a tax and estate plan that guides them throughout retirement. He continues to educate himself to stay at the forefront of planning and investments for his clients. Eric Kearney's goal is simple: to help his clients live more enjoyable lives with a little help from smarter financial planning.

2026 Highlights: Eric Kearney teaches a wealth management course titled Rejuvenate Your Retirement and Foundation for Retirement."

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License #4460539

Contact:

(239) 288-1575

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Lenny Cannova - Cape Coral, FL Financial Services - Portrait
Lenny Cannova - Cape Coral, FL Financial Services - Team Meeting Image
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Best Financial Services in Cape Coral FL - Lenny Cannova - MODERN WOODMEN OF AMERICA video
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LENNY CANNOVA

(4.9 Score)
MODERN WOODMEN OF AMERICA
3046 Del Prado Boulevard South, Suite 1B4,
Cape Coral, FL 33904 Directions

Since 2013

Specialty:

✓Life Insurance ✓Annuities ✓Investment and Risk Management ✓Retirement and Estate Planning ✓Asset Allocation and Management ✓Business Planning ✓Employee Benefits

" Lenny Cannova offers advice to owners on everything from business and family protection to employee benefits and retirement plans. He is a Financial Representative at Modern Woodmen of America. Modern Woodmen of America can help you meet your current needs, achieve your future dreams, and plan for all stages of life. They are 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. They can provide you with solutions and financial guidance to help you along the way and help you protect against life’s uncertainties. Modern Woodmen maintains a portfolio of high-quality financial products that can help you meet a wide range of life needs.

2026 Highlights: Lenny Cannova is a fraternal financial services organization."

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Contact:

(239) 232-6944

Mon-Fri: 8am- 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Uhler Vertich White Advisors - Cape Coral, FL Financial Services - Office Exterior Image
Best Financial Services in Cape Coral FL - Uhler Vertich White Advisors video
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UHLER VERTICH WHITE ADVISORS

(4.8 Score)
1510 Royal Palm Square Boulevard, Suite 103,
Cape Coral, FL 33919 Directions

Since 2002

Specialty:

✓Financial Planning ✓Investment Management ✓Specialized Services

“ 2026 Highlights: Uhler Vertich White Advisors is a recognized financial consulting practice. Their practice includes all aspects of financial planning such as asset diversification, trusts, estate plans, investments and retirement. They have experienced investment management, craft insurance solutions, and interact constructively with attorneys and accountants. Uhler Vertich White Advisors specializes in maintaining and investing family wealth for current and future generations. They have a team of experienced wealth managers and certified financial planner® professionals. They provide customized wealth management solutions.”

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License #130716

Contact:

(239) 936-6300

Mon-Thu: 9am - 5pm
Fri: 9am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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ERIC KEARNEY REVIEWS

Eric offered a class on retirement planning, where they educated us on the many aspects of planning for our financial future. We realized "we don't know what we don't know" ! Eric broke things down so it was easy to follow along and understand, and he and his team were great at answering our questions. We realized we needed to call in the experts to help get us on track, and made an appointment with Joseph Lanza to review our situation. Joseph walked us through a few different scenarios and options with our current 401k plans. He is a great teacher and taught us a lot, but is also a great listener and patiently answered all the questions we had. He helped us tweak a few things with the plans we already have and explained why those changes would be beneficial for us. So thankful for his advice! I know so many people who spend more time planning for vacations than for their financial future. I have suggested to a few of my co workers that they at least give Retirement Wealth Advisors a call - I KNOW they will be as impressed as we are.

My husband and I attended Eric's Kearney's class to learn more about retirement planning to see if we are on task. What a wealth of information! With the course he also offered a free consultation that we took advantage of. We met with his advisor Joseph Lanza that provided a detailed portfolio synopsis. We couldn't be more pleased with the services they offered. With their help we know we are on the right path for retirement. 5 stars all the way.

Exceptional service! Their expertise, outstanding customer service, and patience in explaining every detail left us feeling comfortable and confident. They answered all our questions thoroughly. Highly recommend for anyone seeking reliable financial guidance.

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LENNY CANNOVA REVIEWS

Lenny has helped me immensely. He is very patient and easy to get along with. I have had several financial advisors in the past and I never really felt comfortable with them. Lenny does what he says when he says and that is especially important to me. I would not hesitate to recommend him to anyone.

Lenny has been an incredible partner to assist me in my financial planning. Very knowledgeable and skilled and has made me feel very comfortable in the process of trusting Modern Woodmen with my financial future. Could not recommend more.

So grateful to find Lenny. He is great to work with, and I know he is looking out for my family and me. Thank you, Lenny.

UHLER VERTICH WHITE ADVISORS REVIEWS

Corey Vertich has helped our family to get on track toward financial independence. His advice to us on taxes, investments and many other important life milestones has been so valuable. Each year, Corey and his team are genuine and interested in helping us meet our short and long term goals. If you don’t know, Tom Uhler and Corey Vertich are also leaders in philanthropy in Fort Myers for United Way and environmental charities.

Scott White has been my financial advisor for over 20 years. He is always available to answer my questions, goes above and beyond, and puts my mind at ease with regard to investments. Highly recommend him.

Corey and the whole team at Uhler and Vertich have served and guided our family for decades. They are competent, professional and friendly. Their investment philosophy is reasoned and conservative. Choosing them is truly the best financial decision we have ever made.

TBR® Inspection Score Report

ERIC KEARNEY Total Inspection Points: 119/120
Experience: 9
Acknowledgments: 10
Business Hours: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Review Analysis: 10
Reviews Accuracy of : 10
Social Media: 10
Website Source: 10

TBR® Inspection Score Report

LENNY CANNOVA Total Inspection Points: 118/120
Business Hours: 9
Experience: 9
Acknowledgments: 10
Business Images: 10
Complete Info: 10
Contact Info: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Social Media: 10
Video: 10
Website Source: 10

TBR® Inspection Score Report

UHLER VERTICH WHITE ADVISORS Total Inspection Points: 114/120
Business Hours: 8
Current Evaluation: 9
Experience: 9
Reviews Accuracy of : 9
Website Source: 9
Acknowledgments: 10
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10