Finley Wealth Advisors - Estero, Florida

Finley Wealth Advisors is a reputable financial firm located at 10600 Chevrolet Way #101, Estero, FL 33928, United States. Their contact number is 2392677500 and their official website is mywealthadvisor.com. The firm specializes in financial planning, financial consulting, and investment services, making them a comprehensive solution for all your financial needs.

They offer a range of convenient services, including online appointments and on-site services. The office is wheelchair accessible, with a wheelchair-accessible parking space, entrance, and toilet available for their clients. It is recommended to schedule an appointment in advance to ensure a smooth and efficient consultation process.

With 13 reviews on Google My Business, Finley Wealth Advisors has established a strong reputation within the community. The company holds an impressive average rating of 5/5, a testament to their exceptional customer service and effective financial solutions.

The firm's commitment to personalized attention and their extensive knowledge of the financial industry make them an excellent choice for anyone seeking professional guidance. Their dedication to helping clients achieve their financial goals is evident in their consistent excellence.

👍 Reviews of Finley Wealth Advisors

Mary B.

5/5

I am a client of Finley Wealth Advisors. My experience has surpassed my expectations. From our first meeting, Doug Finley demonstrated a deep understanding of the financial landscape and tailored his advice to fit my unique needs. He was always punctual, well-prepared, and respectful. Each session was productive, with clear agendas and actionable steps. Doug and his team are highly knowledgeable and stay updated on market trends and regulatory changes. The firm’s advice was not only insightful but also extremely helpful in making critical investment decisions. I was impressed with how they simplified complex financial concepts, making them easily understandable. They always kept me informed about any changes and were quick to respond to my queries. I now have a robust financial plan that aligns with my long-term goals. I highly recommend Finley Wealth Advisors to anyone looking for genuine and expert fiduciary financial planning advice.

Kevin M.

5/5

We have been using Finley wealth management to manage our financial investments for several years and have been extremely pleased with the results. Doug and Amber monitor, advise and effectively communicate throughout the process. They offer options and run multiple scenarios to ensure the best outcome for our particular interests. I highly recommend them for managing your portfolio.

Kathy O.

5/5

My husband and I have been clients of Finley Wealth Advisors for many years. First, may I say that we do not consider the relationship as clients but more as friends. Recently I have had a few conversations with Amber and was happy to report that after reviewing our investments over the past 3 years we were pleased to find our investments have grown more than we expected. We believe the group to not only be very professional and helpful, more important their response to questions or phone calls are immediate.

Michael L.

5/5

After moving to Ft Myers and retiring, my wife and I decided we needed financial planner closer to our new home. Knowing very few people here, we did our own research. My track record for investing is dismal. I recognize that I need a fair amount of guidance and assistance. Finley Wealth looked promising so we elected to meet with Doug. Aside from being personable, Doug established himself as an elite financial advisor as evidenced by his Dimensioinal Fund Advisors affiliation. Both Doug and Amber personally respond to our financial requirements, questions and need for advice. I can confidently recommend Finley Wealth Management to anyone in SW Florida or wherever.

Stacy H.

5/5

Knowledgeable, trusted, and caring are the first three words that come to mind when I describe Doug Finley. Doug has managed my finances since 2008 and through many life changes, including job changes, marriage, and the birth of my daughter. He actively listens to my objectives, makes constructive suggestions, and structures courses of action that have met, and continue to meet, my needs. Doug has the best interest of my family in mind and motivates us (my husband and me) to meet our financial objectives. We would not be where we are today without Doug’s help. Thank you to Doug and Amber for continuing to look after our family.

Gloria E.

5/5

Doug Finley has been our trusted advisor since 2003. Thanks to him we have fared well through the ups and downs of the market during our retirement years. As a fee only advisor he has us feeling comfortable that he has our best interests at heart—not his own need to make commissions by selling us products. It is apparent that Doug loves his work spending many hours keeping himself informed in all areas that impact finance. He is easy to reach, seems truly interested in our lives and the lives of our family, and is generous with his time and efforts on our behalf. Doug is a true professional and
and it has been a pleasure to work with him.

Joshua S.

5/5

We have been working with Doug since August 2017. He has helped us to diversify our existing retirement portfolios, review our insurance policies and strategize our priorities for growing and safeguarding our retirement assets. We have enjoyed working with him and his new colleague, Amber, who joined his team this year. We appreciate the fact his is a fee-only financial planning firm and that he does not work on any commission.

Don M.

5/5

What do you need in a Financial Manager?
First, a person with market knowledge. Second, someone experienced in managing and protecting retirement investments. Third, I expect my financial manager to be available to review and answer the many market changes and trends that occur. Finally, I want a person I trust with my money!
Doug Finley meets all my criteria and has proven to have my financial goals and needs in his focus.
Thank you Doug, your the best!
Best regards,
Don and Kathleen, clients since 2006