CPK Wealth Management - Fort Myers, Florida

CPK Wealth Management

CPK Wealth Management is a highly regarded financial planning and investment services firm located at 12381 S Cleveland Ave Suite 102, Fort Myers, FL 33907. With a strong focus on personalized service and comprehensive financial planning, CPK Wealth Management has earned a stellar reputation among its clients.

The company, led by experienced financial advisor Chad Kunc, specializes in a wide range of financial services, including financial planning, investment consulting, and retirement planning. Their expertise and dedication to their clients have helped countless individuals and families achieve their financial goals and secure their financial futures.

In addition to their professional expertise, CPK Wealth Management is committed to providing a welcoming and accessible environment for all clients. The office features wheelchair-accessible entrances, parking lots, and restrooms, ensuring that everyone can access their services with ease. Appointments are recommended but not always necessary, as the team strives to accommodate clients' schedules and needs.

With an impressive average rating of 5 out of 5 stars based on several glowing reviews, CPK Wealth Management has demonstrated its commitment to excellence and client satisfaction. Many clients have praised the personalized attention and education they received from Chad Kunc and his team, feeling confident in their financial decisions and secure in their financial futures.

If you are seeking a reliable and experienced financial planning and investment services firm in Fort Myers, FL, CPK Wealth Management is an excellent choice. With their expertise, personalized approach, and commitment to client satisfaction, they can help you achieve your financial goals and secure your future.

Specialties:
- Financial planner
- Financial consultant
- Investment service

Other points of interest:
- Wheelchair accessible entrance
- Wheelchair accessible parking lot
- Wheelchair accessible restroom
- Restroom
- Appointments recommended

Opinions: This company has 5 reviews on Google My Business.

Address: 12381 S Cleveland Ave Suite 102, Fort Myers, FL 33907

Phone: 2392309455

Website: cpkwealth.com

👍 Reviews of CPK Wealth Management

Karen V.

5/5

My life has changed since I walked into CPK Wealth Management office in Fort Myers, Fla. I went in there to see if they could help me manage my retirement, and stock/bonds portfolio. We discussed in great length what I wanted out of my investments. The education I got from Chad Kunc was priceless. He sat with me and explained everything that was possible. I left there knowing I was in good hands. CPK made me feel without a doubt that I made the right decision to let them take care of my investments.

Phyllis E.

5/5

Since I have had CPK as my financial advisor, I have to say that they have met what I need for my retirement. They asked me where I wanted to be in the future financially & try to meet my expectations. They also asked me questions as to what I have for that retirement, like my will, living will, power of attorney, etc. I already had most of these needs, but there were a couple of questions asked of me that I had not thought of, so I am looking into those questions for the answers that I need. I would highly recommend this company for your financial investments.

Terese W.

5/5

Chad is always available when we have questions about anything. He’s always on top of things and easy to reach and talk to. He’s very knowledgeable and up to date on the latest news and financial goings on.

Jean B.

5/5

CPK Wealth Management has been an excellent financial advisor for us

Matthew P.

5/5

Highly skilled financial planning with a personal touch.