Eric Kearney - Cape Coral, Florida

Tammie W.

My husband and I attended Eric's Kearney's class to learn more about retirement planning to see if we are on task. What a wealth of information! With the course he also offered a free consultation that we took advantage of. We met with his advisor Joseph Lanza that provided a detailed portfolio synopsis. We couldn't be more pleased with the services they offered. With their help we know we are on the right path for retirement. 5 stars all the way!

Sue L.

Eric offered a class on retirement planning, where they educated us on the many aspects of planning for our financial future. We realized "we don't know what we don't know" ! Eric broke things down so it was easy to follow along and understand, and he and his team were great at answering our questions.

We realized we needed to call in the experts to help get us on track, and made an appointment with Joseph Lanza to review our situation. Joseph walked us through a few different scenarios and options with our current 401k plans. He is a great teacher and taught us a lot, but is also a great listener and patiently answered all the questions we had. He helped us tweak a few things with the plans we already have and explained why those changes would be beneficial for us. So thankful for his advice!

I know so many people who spend more time planning for vacations than for their financial future. I have suggested to a few of my co workers that they at least give Retirement Wealth Advisors a call - I KNOW they will be as impressed as we are!

Andrew H.

I had the pleasure of meeting and working with Joseph Lanza. He took the time to meet with me and fully understand my financial goals prior to providing any advice. It is truly an individualized or concierge style of retirement / wealth management. After thoroughly reviewing my current investments he reviewed and explained in detail the pros and cons prior to advising his recommended investment plan. His knowledge and passion for what he does was evident and reflected in his development of an income plan for my
retirement years and investment plan for future growth. I am thankful to have met and excited to work with Joseph as I have 100% confidence in his skills to manage my retirement investments.
I highly recommend Joseph and the entire team at his office. This is a gem of a management group and you should not hesitate to meet them - I just wish I did years earlier.

Rachel H.

Eric and his team are very professional, passionate, and knowledgeable. I worked with Joseph and he built out my personal financial plan and investment strategy all while educating me on my options. He will always take time to discuss any questions I have outside of our scheduled appointment time. It has been a pleasure to work with them.

George O.

Love these guys. Making great decisions on our behalf.

Cheryle D.

Eric and his entire team have been an absolute pleasure to work with. We've looked a long time for such in depth advice and communication and have finally found it. A+ Highly Recommend!

Michael S.

Eric and his team rescued our beleaguered portfolio and solved the problems created by a past advisor. It is comforting to know that my money is in good hands and my retirement will be worry free. Eric invests my money wisely and Donna ensures we spend our money wisely. The whole team is awesome and Autumn is a delight! We could not be happier!

Joe D.

Absolutely excellent customer service. Great communication. I worked specifically with Joe Lanza. We worked on several models, with several iterations. He was thorough, attentive, and open to reworking the models to accommodate various scenarios. I couldn't recommend him enough! I interviewed several other advisors in the area, and couldn't be more pleased!