Nova Wealth Management , Inc. Claim this business
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Nova Wealth Management , Inc. is a consultant located in Naples. They offer finance and service services. Rated 5 stars from 39 Google reviews.
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- Address24311 Walden Center Dr Ste 200, Bonita Springs, FL 34134, USA, Naples 34104
- Service Areas
- Phone(888) 677-9910
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Reviews
I’ve had a great experience working with all of the staff at Nova Wealth Management. They take the time to really understand my individual goals and tailor their guidance to fit my specific needs. I never feel like just another client—they are always responsive, attentive, and genuinely invested in helping me succeed financially. Their advice is clear, thoughtful, and easy to follow, which has made a big difference in my confidence when making financial decisions. I truly appreciate the personalized attention and ongoing support. Highly recommend to anyone looking for a knowledgeable and dedicated financial advisor!
Amy and her staff are absolutely fabulous. They actually answer their calls, no pushing numbers to get to the right person. They have taken care of every call within minutes. And, if Amy wasn't available, I spoke to another staff member which helped me immensely. I've been with Nova Wealth Management for many, many years. I even moved out of Florida and still have Nova Wealth Management for my financial-investment services. They keep track of the current markets, make suggestions for my personal needs, and take the time to call me several times a year to make sure we're all on the right track. They have all done such an amazing job with managing my investments, way beyond what I could have done, and gone above and beyond what I ever imagined. Thank you Amy and your amazing staff!!
I was initially looking for a woman financial advisor who would be comfortable working with someone like me—financially savvy and someone who asks a lot of questions. What I found with Amy and Jim has been even better than I expected. Both have been exceptional to work with. They communicate clearly and consistently, regardless of whether markets are up or down, which has been incredibly reassuring. Their investment approach is thoughtful and well-structured, offering strong diversification, and their financial planning tools have allowed us to model a variety of retirement scenarios with confidence. Overall, it has been a highly successful partnership, and I would recommend them without hesitation.
My husband and I have been clients of James Novakovich for many years. We have always been treated as special friends rather than mere clients. We know that James has our best interest at heart, when he discusses our long term financial goals. James knows our personal concerns, as well as our financial goals for the long term, and takes all of that into consideration when putting together our financial plan. I have personally brought into Nova Wealth quite a few of my friends and family, as a testament to James and Amy and the entire team's dedication.
Nova Wealth provides great service and has a tremendous team of financial experts and knowledgeable and friendly staff. Stephen has helped us feel more secure in our future goals as well as helped navigate a plan to get there. We can’t recommend him and Nova enough!