Asset Management & Advisory Services - Cape Coral, Florida

Asset Management & Advisory Services is a highly reputable company located at 1222 SE 47th St Suite 304, Cape Coral, FL 33904. This exceptional firm can be easily reached by phone at 2393561515 or by visiting their informative website, assetadvisoryservice.com. The company specializes in financial planning and consulting, offering a wide range of services to their diverse clientele.

Some key features and points of interest at Asset Management & Advisory Services include a wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients can access their services with ease. It is highly recommended to schedule an appointment in advance to ensure a seamless experience. So far, the company has received an impressive 8 reviews on Google My Business, with an average rating of 5/5, highlighting the exceptional service and expertise they provide.

The company's team of experienced professionals is dedicated to helping clients make informed decisions regarding their finances, offering personalized solutions tailored to individual needs. Their expertise spans various areas, including investment management, retirement planning, and estate planning, among others. With their comprehensive approach to financial planning, clients can have peace of mind knowing their financial future is in capable hands.

👍 Reviews of Asset Management & Advisory Services

Bonnie F.

5/5

My husband and I owned an Air Conditioning Co. We had a will that was 25 years old. So much had changed. Asset Management Peter) was essential in helping us with our financial plan, including making a new will and a trust that would protect us and our company. Peter was also instrumental in advising us on investments and a life insurance policy for my husband, My husband has since passed away and without Peter and Asset Management, I would have been lost. I would recommend Peter to friends because I trust him, he takes the time thoroughly understand my concerns and financial goals, and he is knowledgeable and know what is best for your individual situation.I am very happy with the investments Peter has made on my behalf, including a long-term care policy for myself. I feel he has helped to make mine and my family's future secure,

Brick H.

5/5

Peter is an amazing Financial Advisor. His experience in the industry for over 20 years makes for a very wise advisor. He has experience and a financial background in everything you can think of and many things I never even knew were available. I learn something new each team we speak. I have found Peter and his team to be very smart but humble people, who do what’s right for me and not push stuff I don’t need.

Linda R.

5/5

When my husband passed away a few years ago, I was in a real jam. He had always told me that all of the details of our accounts were in his computer. The problem was that I didn't have the password. Peter helped me wade through stacks of paperwork to identify the accounts and took time to educate me about my holdings. He is always available to answer questions and offer sound guidance. What's more, I trust him completely and he's never steered me wrong.

Donald &. C. Y.

5/5

Peter is very thorough, evaluating all aspects of our finances.
He takes the time to understand the big picture of our current situation and future plans of where we want to be in the coming years.
We highly recommend his insight and financial prowess.

Philip H.

5/5

We went to Peter because we made some errors in our 401K before the end of the year. He got us in right away. He spent hours with us straightening things out and explaining things until we understood our transactions. He’s a keeper

Donna S.

5/5

Peter is doing a remarkable job of managing my account. I have complete confidence in his abilities as a financial specialist and I value his guidance and advice.

Eric B.

5/5

Peter Casciotta is a professional, courteous and knowledgeable asset manager. I trust him to assist me with my assets and his guidance.

Joe S.

5/5

I feel like we always get their undivided attention, they take their time to explain things, and I never feel like I'm just a number in the system. Great company to work with!