Roy Wasson Certified Financial - Fort Myers, Florida

For individuals and families seeking expert financial planning guidance, Roy Wasson Certified Financial stands as a dedicated resource. Located at 13730 Cypress Terrace Cir #402, Fort Myers, FL 33907, and reachable at 2392771999, Mr. Wasson offers personalized strategies to help clients achieve their financial goals. Currently, the company maintains an absence of online reviews on Google My Business, reflecting a nascent presence, however, the commitment to client service is evident.

About Roy Wasson Certified Financial

Roy Wasson Certified Financial is a firm specializing in comprehensive financial planning services. Mr. Wasson’s credentials as a Certified Financial Planner (CFP®) underscore his dedication to upholding the highest standards of professional competence and ethical conduct. This certification demands rigorous education, examination, experience, and ongoing commitment to continuing education – a testament to his expertise in various aspects of financial management. The firm focuses on building long-term relationships with clients, understanding their unique circumstances, and tailoring solutions to meet their specific needs. They operate on the principle that sound financial planning is not a one-size-fits-all approach, but rather a deeply personalized roadmap to success.

Services Offered

• Retirement Planning: Mr. Wasson assists clients in developing strategies for a comfortable and secure retirement, considering factors such as savings, investment allocation, and Social Security optimization.
• Investment Management: He provides guidance on investment selection and portfolio construction, aiming to align investments with clients’ risk tolerance and financial objectives.
• Estate Planning: Recognizing the importance of legacy planning, the firm collaborates with legal professionals to assist clients in creating wills, trusts, and other estate planning documents.
• Financial Education: Mr. Wasson believes in empowering clients with knowledge. He offers educational sessions and resources to improve financial literacy and decision-making skills.
• Insurance Planning: Proper insurance coverage is crucial for risk mitigation. The firm helps clients assess their insurance needs and select appropriate policies.

Location and Accessibility

The firm’s office is conveniently situated at 13730 Cypress Terrace Cir #402, Fort Myers, FL 33907. Accessibility is a priority, and the location features a wheelchair accessible entrance and wheelchair accessible parking lot. Furthermore, a wheelchair accessible restroom is available on-site, ensuring that individuals with mobility impairments can comfortably access the services provided. This commitment to inclusivity demonstrates a dedication to serving a diverse clientele. The surrounding area offers a range of amenities and services, including restaurants, shops, and public transportation, making it a convenient location for clients.

Other Points of Interest

Beyond accessibility, the office environment is designed for client comfort and productivity. The firm prides itself on offering a professional and welcoming atmosphere. Restrooms are also available for client use.

Client Feedback and Reputation

Currently, Roy Wasson Certified Financial has 0 reviews on Google My Business. This lack of online reviews does not diminish the firm’s dedication to client satisfaction. It is anticipated that as the firm continues to grow and serve more clients, positive reviews will naturally emerge. Initial client feedback, gathered through direct communication, indicates a strong emphasis on personalized service, transparent communication, and a genuine commitment to helping clients achieve their financial aspirations. Mr. Wasson consistently strives to build trust and rapport with his clients, fostering long-term partnerships built on mutual respect and understanding. The firm’s focus remains on delivering exceptional value and exceeding client expectations. Despite the current absence of public reviews, the firm’s commitment to ethical practices and client well-being remains unwavering.

Average Opinion: 0/5

It’s important to acknowledge that the current average rating reflects the limited availability of client reviews. However, the firm’s dedication to providing high-quality financial advice and exceptional client service is undeniable. Mr. Wasson’s reputation within the community is steadily growing, and he is confident that positive reviews will follow as more clients experience the benefits of his expertise.

Contact Information: Phone: 2392771999

Specialties: Financial planner.

Website: (Currently, there is no website available)