Aksala Wealth Advisors - Retirement Planning & Portfolio Management - Lakewood Ranch, Florida

Address: 6260 Lake Osprey Dr, Lakewood Ranch, FL 34240, United States.
Phone: 9415005122.
Website: aksala.com
Specialties: Financial advisor, Financial planner, Investment service, Stock broker.
Other points of interest: On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Free parking lot, On-site parking.
Opinions: This company has 27 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Aksala Wealth Advisors - Retirement Planning & Portfolio Management

Aksala Wealth Advisors - Retirement Planning & Portfolio Management 6260 Lake Osprey Dr, Lakewood Ranch, FL 34240, United States

☎️9415005122

⏰ Open Hours of Aksala Wealth Advisors - Retirement Planning & Portfolio Management

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Overall, Aksala Wealth Advisors seems to be a reputable and effective financial advisory firm, with a strong focus on customer satisfaction and accessibility.

👍 Reviews of Aksala Wealth Advisors - Retirement Planning & Portfolio Management

Aksala Wealth Advisors - Retirement Planning & Portfolio Management - Lakewood Ranch, Florida

Pedro T.

5/5

Aksala Wealth Advisors are a great company to work with. Steve Kitchen answers all questions that I have and makes it happen.

Cristne F.

5/5

Miguel Ortigao, and the team at Aksala Wealth Advisors have provided exceptional service over many years. They are responsive and always available to provide guidance. The level of compassion and genuine interest in our family to ensure our investments are sound has been above and beyond. We have recommended Miguel and the Aksala Wealth Advisors team to our family and friends and they too have also been provided the same excellent service. Our family highly recommends this first class team!

Steve S.

5/5

As recent retirees we relocated to Florida and were looking for an advisor to manage our retirement money. After reading many Google reviews and researching websites we decided to pay a visit to Aksala. We found their office comfortable, did not feel pressured, and had all our questions answered until we were completely confident in their abilities. The income producing portfolio that Evan and Steve put together for us was professionally assembled and explained to us clearly until we understood it all. We truly feel like we've landed in the right place with Aksala.

Michelle B.

5/5

Miguel Ortigao, Jordan and the team at Aksala Wealth Advisors have been exceptional to work with. From day one, Miguel and team have demonstrated a superior level of responsiveness, care and attention to detail. The guidance I have received feels above and beyond my expectations. In my experience, they are a solid best in class team worth your trust. I highly recommend!

Liz K.

5/5

Miguel has been amazing helping us navigate things with a family member. A very trusted advisor.

Scott R.

5/5

Evan Guido and his staff make you feel as if you are their only client. They guided my parents though numerous aspects of sound financial planning and now oversee our portfolio. Evan, Jamie and the staff are wonderful.

Shauntelle H.

5/5

I am extremely impressed by Evan and the entire team at Aksala Wealth Advisors. They are professional, responsive, personable and everything you are looking for in a Wealth Advisor. They truly treat their clients like family and are a joy to work with! I highly recommend them and trust their advice. Simply the best!!

C. R. R.

5/5

Evan has been our adviser for almost 20 years. We have followed him as he moved to different firms. His advise has helped us develop a sound plan to take us through our retirement years. We have now been retired 8 years and because of his counsel out net worth has gone up and our life style has met our wants and needs.