Solutions Money Management - North Fort Myers, Florida

Discover Exceptional Financial Solutions at Solutions Money Management

Located at 3443 Hancock Bridge Pkwy #201, North Fort Myers, FL 33903, United States, Solutions Money Management stands out as a comprehensive financial services provider. With a phone number 239-565-3404 and an accessible website solutionsmoneymanagement.com, clients can easily reach out for expert financial guidance.

Key Features and Specialties:

Solutions Money Management boasts a versatile range of financial services, making it a one-stop shop for all your monetary needs. Their specialties include:

- Financial Planning: Crafting personalized financial strategies to achieve your goals.
- Accounting Firm: Providing meticulous accounting services to keep your finances in order.
- Bookkeeping Service: Offering reliable bookkeeping to ensure accurate financial records.
- Divorce Service: Assisting clients through the complexities of divorce with financial acumen.
- Insurance Agency: Helping clients choose the right insurance coverage for their needs.
- Tax Preparation: Ensuring your taxes are filed accurately and efficiently.

Their services extend to offering online appointments, on-site services, and even language assistance, ensuring that clients from diverse backgrounds can receive the support they need. Notably, they require appointments, but these are highly recommended to optimize the quality of service. Parking is available on-site for added convenience.

Client Feedback and Reviews:

Clients have left glowing reviews on Google My Business, with an average rating of 5/5 out of 7 reviews. Testimonials highlight the exceptional service provided by Michael, who is praised for his professionalism, responsiveness, and deep knowledge in financial matters. His approachable manner and efficiency in handling tasks such as tax preparation and preparing tax returns have earned him high recommendations from satisfied clients.

Why Choose Solutions Money Management

For anyone seeking reliable financial management services in North Fort Myers, Solutions Money Management is a standout choice. Their commitment to providing personalized financial planning, along with a broad spectrum of accounting and tax services, ensures that clients receive comprehensive support. The combination of online and on-site services, coupled with language assistance, makes accessing their expertise seamless and convenient.

👍 Reviews of Solutions Money Management

Diane C.

5/5

I was referred to Michael from a co worker, Best referral I ever got! He prepared my tax return and the portal he uses is super easy you just load up your documents. He responds asap, whether you text, email or call him, He is on it! I recommend Him to everyone.

Douglas S.

5/5

I got recommend to Mike by my girlfriend. Mike did my taxes this year, he is very professional, explained everything and is very knowledgeable. Definitely would recommend him for your financial needs.

ImHer 7.

5/5

Me and my husband have been working with Michael for a few years now with our taxes. He is excellent and also doesn't charge out the butt for his services and gets stuff done very quickly.

Julie G.

5/5

Last year I lost my father to cancer, and had no idea how to navigate filing taxes on his behalf. I found Michael through google, and booked an appointment with him to see if he could help me. Not only was he professional, but he was compassionate to my situation and helped me navigate everything I would need to gather for my father’s taxes, and completed them promptly.

We were so impressed with how much knowledge he has regarding current tax policies and procedures that my husband and I took our personal taxes to him as well.

We will be using Michael for all of our financial planning needs, because he listens to what we hope to achieve and works with us to set goals and game plans to get us there.

Thank you!

Laura P.

5/5

Great company! Completed my taxes in a timely manner! Michael was very thorough, prompt, and courteous! Would highly recommend Solutions Money Management for all your financial management needs!!

rachele B.

5/5

Absolutely love Michael Conticelli! He is always very helpful when it comes to me running my business. Wouldn’t ask anyone else!

Danielle P.

5/5

I was referred to Michael and Solutions Money Management after struggling to navigate filing with forms I have not dealt with in the past. Michael is very knowledgeable and was helpful, informative and encouraging throughout the entire process. He listened to my concerns and did a wonderful job getting all of my questions answered and resolved. I can only give 5 stars on google but his services are definitely a 10/10!