ANTOLINO Wealth Advisors Claim this business
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ANTOLINO Wealth Advisors is a consultant located in Naples. They offer finance and service services. Rated 5 stars from 14 Google reviews.
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- Address10600 Chevrolet Way #101, Estero, FL 33928, USA, Naples 34104
- Service Areas
- Phone(239) 267-7500
- Websitewww.mywealthadvisor.com/
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Reviews
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.
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.
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.
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.
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.