Massie & Associates Financial Planning - Fort Myers, Florida

Okay, here’s a detailed overview of Massie & Associates Financial Planning, presented in a formal and approachable style, designed to be helpful to potential clients:

Massie & Associates Financial Planning: A Comprehensive Overview

Massie & Associates Financial Planning stands as a reputable and multifaceted firm dedicated to providing comprehensive financial solutions. Located at Address: 15961 McGregor Blvd Ste 2, Fort Myers, FL 33908, and reachable at Phone: 2393332526, they offer a holistic approach to managing personal and business finances. Their website, Website: tax-advantaged-asset-protection.com, serves as a valuable resource for exploring their services and understanding their expertise.

Core Services and Specializations

Massie & Associates distinguishes itself through a broad spectrum of specialized services. They function not just as a financial planner, but also as a fully-fledged accounting firm and Certified Public Accountant (CPA). This dual expertise allows them to provide integrated advice encompassing everything from tax planning and preparation to long-term financial strategies. Furthermore, they operate an insurance agency and life insurance agency, enabling them to offer tailored insurance solutions alongside their financial planning services. They act as a financial consultant, guiding clients through complex financial decisions.

Accessibility and Facilities

Recognizing the importance of inclusivity, Massie & Associates is committed to accessibility. The firm boasts a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. Seating arrangements also prioritize accessibility with wheelchair accessible seating available. Beyond physical accessibility, they understand the value of scheduling and recommend appointments to ensure clients receive dedicated attention.

Client Feedback and Reputation

Based on publicly available feedback, Massie & Associates enjoys a consistently high level of client satisfaction. The company maintains 15 reviews on Google My Business, with an impressive average opinion of 5/5. This positive feedback suggests a strong commitment to client service, expertise, and a deep understanding of the needs of entrepreneurs and business owners. It's clear that their combined experience – including Charles’s background as a small business owner, CPA, and financial planner – provides a uniquely valuable perspective.

Key Highlights & Additional Information

• Comprehensive Services: Financial Planning, Accounting, Tax Preparation, Insurance, Asset Protection
• Experienced Team: Charles Massie’s diverse background is a cornerstone of the firm’s success.
• Dedicated Support: Appointments are recommended to facilitate personalized service.

Conclusion & Recommendation

Massie & Associates Financial Planning presents itself as a trustworthy and well-equipped firm capable of addressing a wide range of financial needs. Their combination of expertise, accessibility, and positive client feedback positions them as an excellent choice for individuals and businesses seeking reliable financial guidance. We strongly recommend that anyone considering a financial planner or seeking comprehensive financial services visit their website at tax-advantaged-asset-protection.com to schedule a consultation and explore how they can tailor a plan to achieve your specific financial goals.

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👍 Reviews of Massie & Associates Financial Planning

Lon M. O.

5/5

I have had good experiences with Massie & Associates. Charles is experienced in a wide variety of business. He's owned and run small businesses, he's a CPA, he's a certified financial planner, he knows insurance, he understands what entrepreneurs go through, and all that combined gives him a unique perspective. I give them five stars!

RDC

5/5

They have always done a great job for me over the past 9 years. They are prompt, do accurate work, easy to communicate with, and keep our information very confidential. I would recommend them to anyone for personal or small/medium business accounting and tax work!

Dave N.

5/5

Charles Massie has handled my financial affairs and taxes, for 26 years and counting, that should speak highly for his service and competence. I can't think of anyone I would prefer to deal with when it comes to tax matters!

Suzanne P.

5/5

Joan and Chuck are wonderful. You could not find a better company to do your taxes. We have used them for years and are extremely happy. --Sue and John

Travis F.

5/5

Invaluable financial, investment, tax and estate service.
-Charles Massie and Associates honest and attentive work gives us financial peace of mind in the present and helps us plan for the future.

Apex P. T. &. A. P.

5/5

I have worked with Chuck, Joan and the team for 10 + years and they are fantastic! As a small business owner, I consider them part of my family and an integral part of my business success!

B C.

5/5

I have been using Massie & Reilly for a couple years now and I am very happy with their work. Honest, reliable, thorough and accessible...everything I need in a CPA.

Thank you

Fort M.

5/5

Mr Massie and his staff have always been able to assist me with any issues. They have been patient with me and always courteous They have promptly returned calls and messages. I would highly recommend them