WEALTH ADVISORY BOARD
Wealth Advisory Board is one of the best financial advisors in Cape Coral, Florida. WEALTH ADVISORY BOARD is one of the Three Best Rated® Financial Services in Cape Coral, FL.
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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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Working Hours:
Mon-Fri: 8am - 5pm
Sat & Sun: Closed
TBR® Inspection Report:
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