Rinaldi Wealth Management - Financial Advisor - Bonita Springs, Florida

Elizabeth W.

Dustin and his team at Rinaldi Wealth Management are outstanding. They are unfailingly prompt, friendly, and professional. Dustin is patient, deeply knowledgeable, and impeccably trustworthy: my portfolio is in excellent shape because of his expertise and commitment. We stayed with Rinaldi Wealth Management even after moving from Florida- there is nowhere better.

Leo W.

We have been working with Dustin for almost 10 years now and everyone there has always been very helpful and professional. He always takes the time to explain everything that he recommends. It's very nice not having to worry about our investments. He is definitely the best financial advisor we have ever had. Thanks to all of you.

Debra N.

Dustin has always worked in our best interest and has explained issues in detail that is understandable! He also has tax knowledge and has saved us thousands in income taxes by making changes to our portfolio. He meets with us as frequently as we request and prefers at least two consultations during the year. He and his excellent staff gets back to us quickly on any issues that may arise. I highly recommend Rinaldi Wealth Management to anyone who is looking for an advisor who is knowledgeable and reachable! He will not disappoint! In fact, he will exceed any expectations you may have! Give him a call today!

John K.

Dustin has been our financial advisor for the past 16 years. We are very pleased with the work he and his staff continue to do for us. Any questions we have are answered very promptly by someone in his office. My Father was a client of his for at least 25 years, and trusted Dustin to handle all his finances. I always heard him say only postive things about Dustin and his staff, which is why I entrusted by future with Dustin!

Patty K.

I've been working with Dustin and his team since 2017. It has been a wonderful experience. Dustin and his team are knowledgeable, efficient, personable and very easy to work with. He's helped me enormously with my finances and planning for retirement. I would definitely recommend him and his team at Rinaldi Wealth Management.

Christopher D.

You will not find a more diligent, honest, and hardworking financial planner out there. Dustin is the best in town. Myself, my family, and many of my friends use him for all our personal and corporate financial planning services. Thank you DUSTIN!

Jane B.

We cannot say enough good things about Rinaldi Wealth Management. Dustin sets the standard for a group of professionals that are not only extremely knowledgeable, but also accessible, down to earth, and hardworking. They follow up on every detail, often proactively. You can rest assured that your assets and future are in the best of hands.

Bob S.

We learned about Dustin and his team from my parents who used them while they lived in Florida for many years. We have continued with Dustin even though we reside in Missouri and he has helped us navigate as we retired and worked up our Financial Plans for the future and guides us thru Tax implications so we don't make any unnecessary costly mistakes. He is very knowledgeable, professional and personable as we always enjoy our conversations! Dustin has a very calm demeanor who takes time to listen to our ideas and concerns and adjusts to make sure we are comfortable with the investments. He is always willing to explain any topic or perform further research as questions arise. We appreciate and totally trust Dustin and his Team at Rinaldi Wealth Management!

Bob and Sherry in Missouri