Northrop Financial Group - Fort Myers, Florida

Address: 13700 6 Mile Cypress Pkwy #2, Fort Myers, FL 33912.
Phone: 2392712488.
Website: northropfinancialgroup.com
Specialties: Certified public accountant, Accountant, Financial consultant, Financial planner, Tax preparation service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Appointments recommended.
Opinions: This company has 61 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Northrop Financial Group

Northrop Financial Group 13700 6 Mile Cypress Pkwy #2, Fort Myers, FL 33912

⏰ Open Hours of Northrop Financial Group

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

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Northrop Financial Group

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Welcome to Northrop Financial Group, a trusted financial advisory firm dedicated to helping individuals and businesses navigate the complexities of financial planning, investment management, and tax services. Located at 13700 6 Mile Cypress Pkwy #2 in Fort Myers, Florida, the firm provides comprehensive financial solutions tailored to meet the unique needs of its diverse clientele. With a strong emphasis on personalized service and ethical practices, Northrop Financial Group has established itself as a reliable partner for those seeking financial security and growth.

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Business Overview

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Northrop Financial Group specializes in a range of financial services, making it a versatile resource for personal and business financial needs. The firm's expertise in certified public accounting, financial consulting, financial planning, and tax preparation service positions it as a one-stop solution for many financial challenges. Their team of dedicated professionals brings years of experience to the table, ensuring that clients receive informed advice backed by in-depth knowledge of current financial landscapes and regulations.

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Services Offered

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Northrop Financial Group offers a variety of financial services designed to meet different client needs:

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  • Certified Public Accountant (CPA) Services: Expert assistance with tax filings, auditing, and financial reporting to ensure compliance and optimize financial health.
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  • Financial Consulting: Tailored strategies to address specific financial goals, whether for personal wealth management or business growth.
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  • Financial Planning: Comprehensive long-term planning to secure your financial future, including retirement planning, estate planning, and investment strategies.
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  • Tax Preparation Service: Accurate and efficient tax preparation with a focus on minimizing liabilities and maximizing deductions.
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Business Location and Accessibility

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Northrop Financial Group is conveniently located at 13700 6 Mile Cypress Pkwy #2, Fort Myers, FL 33912. This strategic location makes it easily accessible to clients in the Fort Myers area. For those who prefer remote communication or scheduling, the company also offers online appointment booking, allowing clients to manage their time effectively and reduce wait times.

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The facility is fully wheelchair accessible, featuring an accessible entrance and a wheelchair accessible parking lot. This commitment to accessibility ensures that all clients, regardless of mobility, can access the services they need with ease and dignity.

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Contact Information

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For inquiries, appointments, or additional information, clients can reach Northrop Financial Group by phone at 2392712488. Alternatively, they can visit the official website at northropfinancialgroup.com, which serves as a valuable resource for detailed service descriptions, downloadable materials, and online appointment scheduling.

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Client Experience

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The reputation of Northrop Financial Group is built on client feedback and testimonials. With 61 reviews on Google My Business, the company has consistently received positive recognition for its professionalism, expertise, and personalized service. The average rating stands at a commendable 4.9 out of 5 stars, reflecting the high level of client satisfaction experienced by those who have utilized the firm's services.

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Reputation and Trustworthiness

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As a financial advisory firm, trust and integrity are paramount. Northrop Financial Group upholds these values by maintaining transparent practices and building long-term relationships with clients. Their approach is collaborative, ensuring that clients are well-informed and empowered to make decisions that align with their financial objectives.

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Why Choose Northrop Financial Group

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Choosing Northrop Financial Group means opting for a partner who combines extensive expertise with a personalized approach. Their services are designed not just to meet immediate needs but to support long-term financial health and success. The team at Northrop Financial Group is committed to staying updated with the latest industry trends and regulatory changes, ensuring that clients always receive the most relevant and effective advice.

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Moreover, the emphasis on accessibility and user-friendly services, such as online appointments and a welcoming physical space, enhances the overall experience for clients. This commitment to convenience and client comfort underscores Northrop Financial Group's dedication to providing comprehensive financial solutions in a supportive environment.

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Financial Planning and Advisory Services

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At the heart of Northrop Financial Group's offerings is their financial planning and advisory services. These services are tailored to address the unique financial circumstances of each client. Whether it's planning for retirement, managing investments, or navigating tax implications, the team provides strategic guidance that is both insightful and actionable.

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Financial planning involves a thorough assessment of an individual's or business's current financial status, identification of goals, and the development of a roadmap to achieve those objectives. This comprehensive process includes budgeting, saving strategies, debt management, and insurance planning to create a holistic financial wellness plan.

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Investment Management

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Northrop Financial Group offers investment management services that are designed to help clients grow their wealth over time. Their investment strategies are based on a deep understanding of market trends and a disciplined approach to asset allocation. The team works closely with clients to understand their risk tolerance, time horizon, and financial goals, ensuring that investment portfolios are aligned with their specific needs.

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The investment management services also include regular portfolio reviews and adjustments to ensure that clients remain on track to achieve their financial objectives. This proactive approach helps to mitigate risks and capitalize on opportunities in the dynamic financial markets.

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Tax Preparation and Financial Consulting

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Tax preparation is a critical aspect of financial management that Northrop Financial Group handles with precision and expertise. Their team of certified professionals ensures that all tax filings are accurate and submitted on time, allowing clients to focus on other aspects of their financial lives.

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Additionally, the firm's financial consulting services offer clients insights into optimizing their financial decisions. This includes advice on tax planning strategies, financial structuring, and other areas that can impact their overall financial well-being. The goal is to provide clients with a clear understanding of their financial position and actionable steps to improve it.

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Business and Personal Financial Solutions

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Northrop Financial Group caters to both individuals and businesses. For businesses, their services include financial planning, tax preparation, and consulting to support growth, manage liabilities, and optimize operational efficiency. For individuals, the focus is on personal financial planning, retirement strategies, and wealth management to ensure a secure future.

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The versatility of their services makes Northrop Financial Group a valuable resource for anyone seeking to enhance their financial standing. Whether you're an individual looking to plan for retirement or a business seeking financial advice, the team at Northrop Financial Group is equipped to provide tailored solutions that drive success.

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Client Testimonials

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The feedback from clients speaks volumes about the quality of service provided by Northrop Financial Group. Many reviews highlight the firm's professionalism, responsiveness, and the ability to simplify complex financial matters. Clients appreciate the personalized attention they receive and the dedication of the team to their financial well-being.

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Testimonials often mention how Northrop Financial Group has helped them achieve their financial goals, whether it's through effective tax planning, strategic investment advice, or comprehensive financial planning. This positive client feedback reinforces the firm's commitment to excellence and client satisfaction.

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Online Appointments and Digital Resources

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In today's fast-paced world, convenience is key. Northrop Financial Group understands this and has embraced technology to enhance client experience. The firm offers online appointment scheduling, allowing clients to book meetings at their convenience without the need for phone calls or in-person visits.

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Additionally, the official website serves as a hub for digital resources, including articles on financial planning, tax tips, and market insights. These resources empower clients with knowledge and help them stay informed about financial matters, enabling them to engage more effectively in discussions with the team.

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Community Involvement

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While not explicitly mentioned in the provided information, many financial advisory firms engage in community activities. Northrop Financial Group may be involved in local initiatives that support economic development and financial literacy in the Fort Myers area. Such involvement not only strengthens the company's ties within the community but also reflects a commitment to the well-being of those they serve.

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Conclusion

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In summary, Northrop Financial Group stands as a reliable financial advisory firm offering a wide array of services to meet the diverse needs of its clients. From financial planning and investment management to tax preparation and consulting, the firm combines expertise with personalized service to deliver meaningful results. Their commitment to accessibility, transparency, and client satisfaction makes them a noteworthy choice for anyone seeking professional financial guidance.

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"summary": "Northrop Financial Group provides comprehensive financial services including accounting, consulting, and tax preparation in Fort Myers, FL. Known for personalized service and high client satisfaction with a 4.9/5 rating.",
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👍 Reviews of Northrop Financial Group

Northrop Financial Group - Fort Myers, Florida
matt F.
1/5

Awful communication. Shane messed up my taxes a great deal, pulled numbers out of the blue, has caused me lots of grief when trying to get loans and mortgages because the information filed was incorrect, and I've been BEGGING FOR HELP. ZERO COMMUNICATION BACK. Can't even return a simple text message. Told me an amendment was filed back in October, it's now March and it still hasn't been received or filed. Even if the irs is backed up thats no excuse for lack of communication.

I would've rather figured out how to file myself than to pay for this joke of a service. And yes shane, this review could've certainly been avoided had you answered my last 7 text messages or calls

Northrop Financial Group - Fort Myers, Florida
Bryan S.
5/5

Professional and personal service! I recommend Northrop Financial Group to all of my friends and family. This firm has done so much for my peace of mind. Meghan Maynard has made my life so much better, always courteous and helpful. Every time I call the office, even if I do not speak to her first, they know who I am and what I am calling about. It is such a great team. They make me feel like I am their only client, and I could not be happier with their valuable service!

Northrop Financial Group - Fort Myers, Florida
JC C.
5/5

For the last two years I have been using Northrop Financial Group to handle my annual tax return preparation. I have always dreaded the tax planning and preparation process but the customer service that we received from Shane & Meghan is in my opinion second to none.

The total quality management at Northrop Financial Group ensures success through customer satisfaction. Whenever I meet with Meghan to discuss my taxes she makes me feel like family! I will continue to use their tax services so I can save all that I can and highly recommend them to everyone.

Thank you Shane and Meghan for the quality of your services and phenomenal customer service! Cheers!

Northrop Financial Group - Fort Myers, Florida
Lucy T.
5/5

Amazing company that helps my handle my business needs. Meghan is fantastic! She cares about you and does everything in her power to show you that quality is what she offers with her skills and knowledge of accounting practices. She always has a smile and welcomes you like you’re family. Every business no matter how big or small, needs Meghan on their team to be successful.
Highly recommended

Northrop Financial Group - Fort Myers, Florida
Bradford B.
5/5

I highly recommend Northrop Financial Group. Their professionalism is astounding and has been obvious from my initial consultation with Shane and Meghan. They have helped me convert my business from sole proprietor to S Corp and have made me aware of the benefits of doing so. I have had several questions along the way and Meghan has been very responsive and has always taken the time to answer my questions to my understanding. As a Realtor®, it has been difficult for me to maintain my bookkeeping throughout the year and burdensome come tax time, that is until I started working with Northrop Financial Group. Now, Meghan makes things very easy for me and maintains all of my records. I am now able to focus more on my income generating activities and continue to build my business. I am very grateful for the services Northrop Financial Group offers and for the customer service that I receive. Thank you!

Northrop Financial Group - Fort Myers, Florida
Justen D.
5/5

Shane and his team go above-and-beyond to help me with the financial and tax aspects of my marine construction business. They are professional, responsive, and SO easy to work with. Would recommend to any of my friends or colleagues!

Northrop Financial Group - Fort Myers, Florida
Alicia V.
5/5

I found Northrop Financial through google and submitted a request through email for an appointment ( We had been blown off by multiple companies I had called and wasnt feeling like going through that again). I was so surprised when Meghan called me immediately she was very professional and scheduled an appointment for us right away. We met with Shane to discuss the next steps to take with our small business he was so kind and helpful, he took time to answer all our questions and now we feel a huge sense of relief and know we are on the right track to grow and expand. So thankful we found them.

Northrop Financial Group - Fort Myers, Florida
Kimberly M. I.
5/5

We have worked with Northrop Financial for a couple years now and I have never been so happy with an accountant or their staff. Meghan & Shane keep on top of things, return emails and phone calls and treat me like I am their only client. Shane has called me back after work hours just to be sure I am taken care of and they never make me wait for my taxes! The customer service & quality of the service they provide is top notch!

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