True Classic Wealth - Naples, Florida

True Classic Wealth Review

True Classic Wealth is a financial advisory firm located at 5660 Strand Ct, Naples, FL 34110. They can be contacted by phone at 8888241144 or via their website at trueclassicwealth.com. The company specializes in providing financial advice and has several onsite services to assist clients. Their location is wheelchair accessible with parking and restrooms available.

With an impressive 5/5 average rating based on 17 reviews on Google My Business, True Classic Wealth has clearly earned a strong reputation in the Naples community. Clients praise the knowledgeable and helpful advisors who take the time to understand their unique situations and provide personalized product recommendations. The company also stands out for their excellent follow-up and ongoing support through quarterly reviews.

Features and Services:

• Expert financial advice tailored to individual needs
• Onsite services including planning and analysis
• Wheelchair accessible facilities and amenities

Why Choose True Classic Wealth

• Specializes in wealth management and investment advice
• Strong client focus and personalized service
• Highly rated by clients with a 5/5 average score

Address: 5660 Strand Ct, Naples, FL 34110

Phone: 8888241144

Website: trueclassicwealth.com

Specialties: Financial advisor

Other points of interest: Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating

Reviews: This company has 17 reviews on Google My Business.

Average opinion: 5/5.

👍 Reviews of True Classic Wealth

Bruce S.

5/5

Tony was great to work with from the beginning. He knew the answers to all of our questions and helped us figure out what the best product was for our situation. We also love the follow up and quarterly reviews he offers.

Kelly F.

5/5

Tony is an exceptional financial advisor. I wanted to purchase an annuity and had many questions about the whole process. He spent as much time as I needed explaining everything in detail. He helped me find the right one that was just right for me. He has been in the financial business for many years and really knows his stuff. If you are in the market for some solid financial advise, look no further than Tony DeSantis Santis with Classic Wealth! He gets an A++ rating from me!

colleen A.

5/5

Tony is honest, very knowledgeable, reliable, personable, will not steer you wrong!! Got my retirement future on track and now I feel confident that I'll be okay financially when I retire!! Can't say enough good things!!!

Patrick W.

5/5

Tony has been extremely helpful in putting together an annuity portfolio that meets our needs and in fielding all of our questions. He obviously knows the products he recommends very well, and initiates a conversation every three to four months to follow up on how things are going and check on our needs and circumstances. We have been very happy with and grateful for his help, and the fact that he is a fiduciary gives us peace of mind that he is indeed looking after our best interests

kerisha K.

5/5

Best thing that I have done is allowing True True Classic Wealth helped me with my retirement funds. My money was sitting in the Stock Market and lost money for seven years. Tony De Santis helped me and now I have over $900.00 a month in usable cash. Tony is very kind and patient and checks on me and my accounts regularly. Very, very thrilled with my financial changes.

david O.

5/5

As I prepared for my retirement, I was quite anxious. Would I be able to pay off my debt? Would I have enough money to pay my bills? Would I be financially stable or afford to travel? Had I done enough? Tony walked me through preparing and budgeting for my retired life. He gave me options so that I could make informed decisions going forward. His recommendations were INVALUABLE. I was able to pay off my debt prior to retirement. Tony helped us figure out a budget so that after we paid our bills, we had funds left to save to travel! In fact, we just got back from a 3 week tour of Europe which I never EVER though I would be able to afford. Even though I am now retired, Tony still checks on us and gives advice for future financial decisions. I will be forever grateful to him!

Lee R.

5/5

Tony is a consummate professional who leaves you feeling well-informed and reassured. He provides outstanding customer service!

Loren G.

5/5

Tony worked out some good financial planning options that were within the guidelines of my age and liquidity. He was an attentive listener, offered practical advise, and at a personal sacrifice ensured early assumptions/proffers were made whole. His followup was disciplined and details oriented. Questions were welcomed, analogies and examples managed well. Financial planning involves a plethora of non-intuitive terms, and given the sludgy progress of insurance companies in getting things settled, his services are essential. Recommended.