Landsberg Bennett Private Wealth Management - Punta Gorda, Florida

Jo S.

Upon our retirement and moving to Florida 15 years ago, my husband and I immediately started our search for a local financial advisor. After researching and interviewing prospective advisors, we had a very difficult time deciding between our top 2 choices. At this point we consulted a family friend who was a senior executive at a large national bank. His recommendation was to choose the advisor we would be most comfortable with. That suggestion suddenly made our decision very easy and our long-term relationship with Landsberg Bennett Private Wealth Management began.

It became evident very quickly that the entire LBPWM team possesses excellent communication skills, is professional, friendly, courteous, knowledgeable and constantly focuses on meeting client expectations. A financial questionnaire is completed by all clients to help them select a risk level they are comfortable with and that choice can be changed at any time.

Periodic Market Updates by Michael Landsberg cover current financial topics and strategies and includes worldwide interactions that affect our markets. Lastly, we have enjoyed "peace of mind" regarding this decision, due to the expertise and guidance from LBPWM.

Scott N.

I am thrilled to share my exceptional experience with Landsberg Bennett Private Wealth Management! From the moment I walked in, I felt like family. Michael W. Landsberg and his team have not only shown deep understanding of my financial goals but have crafted a plan that feels custom-made for me. Their fiduciary commitment is evident in every piece of advice given, focusing purely on what's best for my future. The personal attention to detail, combined with their expertise, has transformed my approach to wealth management. I've seen my investments grow in ways I hadn't imagined, thanks to their strategic guidance. If you're looking for a wealth management firm that truly cares about your success as much as you do, look no further than Landsberg Bennett. Five stars aren't enough to express my gratitude for their service!

Richard O.

We have been served by these professional wealth management experts for over seven years.
The relationship was started by an attorney referral in Punta Gorda who told us they would be all we would ever need . Little did we know how right he was going to be. They looked at our portfolios, liked some and changed others for our benefit. Explained, at our level, how they would help us understand wealth management goals and responsibilities as a team. With their guidance and knowledge our investments have grown very nicely. We recommend them without hesitation.

kara H.

As we approach retirement age, it’s essential to partner with a financial planner to navigate this critical transition effectively. Retirement is both an exciting and daunting prospect, and our meeting with Debra helped put our minds at ease. She provided valuable insights into how retirement works, emphasized the importance of thoughtful planning, and highlighted the need for a highly skilled advisor and a reputable firm to support us throughout this journey.

Through our discussions, we discovered some missteps we had been making, and Debra has been instrumental in teaching us how to optimize our financial decisions for retirement. The team at Landsberg Bennett has been vital in helping us move confidently toward our retirement goals, all while enhancing our knowledge and wealth through their expert guidance.

Additionally, Debra’s client associate, Alpha, has proven to be incredibly responsive and readily available to address any questions or concerns we may have. Together, they are helping us learn and evolve, ensuring we retire comfortably in these unpredictable financial times. Without hesitation, I highly recommend Debra and Alpha as your go-to team for achieving your retirement and investing aspirations.

James M.

We have been a client of Landsberg Bennett Private Wealth Management for over six years. Our strategy sessions with Michael Landsberg are always so informative & educational and he provides different strategies so we can make the best financial decisions that work specifically for us. His expertise & knowledge is exceptional! The entire staff is so supportive and always available to answer all questions and requests in a timely manner.
Thank you team Landsberg Bennett for peace of mind with our financial future!

Liz D.

The Landsberg Bennett team is excellent in every way. We get frequent communication about what is going on with our investments. We are able to meet with our advisor at our convenience, and when we do meet, he always has suggestions that are tailored to our needs. We are made to feel that there are no dumb questions. The large group quarterly updates are informative and enjoyable. We highly recommend Landsberg Bennett!

Robert P.

We are very pleased with Landsberg-Bennett. We find Michael’s quarterly updates most helpful, snd appreciate being informed of the many TV financial programs that he is asked to appear on, so that we are always updated as to his thoughts. Adrienne Moore, our consultant, is always available to us and is another font of financial information we find valuable. The staff is always available, helpful, very pleasant and the atmosphere in the office is professional, but friendly and welcoming. Then, of course, we particularly like Landsberg-Bennett because they invest wisely and increase the value of our portfolio nicely.

Kyle P.

I have been extremely impressed with the exceptional service provided by Landsberg Bennett Private Wealth Management. From the very first interaction, our team is warm, welcoming, and attentive to your financial needs. We take the time to understand your goals and offer personalized advice with a level of professionalism that is hard to find.
Beyond our expertise, the friendliness and approachability of our staff make every conversation a positive experience. I highly recommend Landsberg Bennett for anyone looking for trusted, friendly, and effective wealth management.