Advanced Wealth Advisors - Fort Myers, Florida

Overview of Advanced Wealth Advisors

Advanced Wealth Advisors is a well-established financial consulting firm located in Fort Myers, Florida, at Address: 5237 Summerlin Commons Blvd #404, Fort Myers, FL 33907. The company specializes in providing comprehensive financial planning services, investment solutions, and expert advice to clients seeking to secure their financial future. They have been recognized for their exceptional service and commitment to client satisfaction.

Specialties and Services

• Financial consultant
• Financial planner
• Investment company
• Investment service

Accessibility and Contact Information

Advanced Wealth Advisors understands the importance of accessibility for all clients. They offer wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, ensuring that everyone can access their services with ease. To schedule an appointment or discuss your financial needs, you can reach them at 239-455-1100 or visit their website at awadvisors.com.

Client Testimonials and Reviews

Advanced Wealth Advisors has earned a stellar reputation among their clients, with a 4.8/5 average rating based on 17 reviews on Google My Business. Many clients have praised the firm for its personalized approach and outstanding results. For example, one client noted that AWA surpassed their results in the first year after seeking help from the firm. Another client emphasized how Soren and Annette, the financial advisors, were smart, responsive, and made them feel more confident about their retirement.

Why Choose Advanced Wealth Advisors

Advanced Wealth Advisors stands out for its commitment to providing customized financial solutions tailored to each client's unique needs and goals. Their team of experienced professionals works closely with clients to develop a comprehensive plan that maximizes their investments and minimizes potential risks. The firm's dedication to exceptional customer service and achieving outstanding results has earned them a loyal client base and a strong reputation in the industry.

Recommendation

If you are seeking a reliable and knowledgeable financial advisor to help you navigate your financial future, Advanced Wealth Advisors is an excellent choice. With their expertise, personalized approach, and commitment to accessibility, they can help you achieve your financial goals. To learn more about their services and how they can assist you, visit their website at awadvisors.com or contact them directly at 239-455-1100. Don't miss the opportunity to secure your financial future with the help of Advanced Wealth Advisors.

👍 Reviews of Advanced Wealth Advisors

Eileen D.

5/5

Soren and Annette are exactly what we were looking for in a financial advisor. Soren is smart, responsive and he has made us feel much more confident with our retirement. Both Soren and Annette are responsive to our questions and objectives. We tried retirement on our own for 3 years and we thought we were doing ok. AWA surpassed our results in the first year. We definitely recommend them!

Jennifer T.

5/5

Working with Soren Christensen has been key to feeling like I have control of my finances and that I am laying a strong foundation for the future. I highly recommend AWA. As a financial advisor, Soren takes the time to understand your personal situation and your life goals--then helps you build a plan to ensure your finances support that. No question is too small, and he really takes the time to understand what's most important to you. Thank you!!

Courtney S.

5/5

Advanced Wealth Advisors provides exceptional service for our financial needs in the present as well as for our future goals. Soren’s expertise as a financial planner is top notch. I would highly recommend him to anyone wishing to find an excellent financial planner with honesty and integrity.

Katelyn C.

5/5

Soren is not just a financial planner, he is your advocate for a better life! Soren truly understands the unique difficulties that women face when it comes to financials, especially if they are recent widows or divorcees. He not only works for you but he works WITH you so you understand every aspect of what is going on in your financial portfolio. I cannot recommend Soren highly enough!!!

Michael

5/5

We spoke with Soren from Advanced Wealth Advisors. He was absolutely wonderful! We had a difficult financial decision to make especially for people with limited knowledge in the area. Soren spoke in very easy terms to understand and was able to give us concrete advice! We are grateful.

J.P. B.

5/5

Soren Christensen and the entire Advanced Wealth Advisors team are exceptional! They provide high level service and are responsive to client needs and objectives. I certainly recommend them!

Chris P.

5/5

I have been in the market for 36 years, and used several investment brokers. I have been with Soren for about one year and he has exceeded my expectations so much that I moved more of my investments to him. I also manage some of my investments and Soren has given me valuable perspective on the investments.

Alexander D.

5/5

A top wealth management firm in town! Soren is one of the best financial advisors I have ever worked with. Highly recommend!