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Better Business Bureau®
Resources for Businesses
Better Business Bureau
          Wildfires across the Los Angeles area are expected to become the costliest such disaster in U.S. history. As victims cope with the aftermath, it is crucial to stay vigilant against opportunistic scammers. In addition, those wishing to help by donating money or supplies should carefully research organizations before contributing. BBB offers guidance to protect both victims and donors. Copy and paste the following URL for helpful tips: bbb.org/local-bbb/bbb-of-los-angeles-and-silicon-valley
          Category: Investment Management

          Showing: 2,972 results for Investment Management
          near Lehigh Acres, FL

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          Bankers Life Securities, Inc.

          Retirement Planning Services, Financial Planning Consultants, Investment Management

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • USA
          Accredited BusinessAccredited Business
          (844) 553-9083

          13461 Parker Commons Blvd Ste 201,
          Fort Myers, FL 33912-1839

          Asset Quest, LLC

          Investment Management, Real Estate Investing

          BBB Rating: A+
          not BBB accredited
          (239) 541-8448

          2180 W First St Ste 302,
          Fort Myers, FL 33901-3219

          CPK Wealth Management, LLC

          Financial Planning Consultants, Financial Services, Investment Advisory Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Charlotte County, FL
          • Collier County, FL
          • DeSoto County, FL
          • Hardee County, FL
          • Hernando County, FL
          • Hillsborough County, FL
          • Lee County, FL
          • Manatee County, FL
          • Pasco County, FL
          • Pinellas County, FL
          • Sarasota County, FL
          not BBB accredited
          (239) 230-2177

          12381 S Cleveland Ave STE 102,
          Fort Myers, FL 33907-3850

          Advanced Wealth Advisors, LLC

          Financial Planning Consultants, Financial Services, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Collier County, FL
          not BBB accredited
          (239) 455-1100

          5237 Summerlin Commons Blvd STE 404,
          Fort Myers, FL 33907-2158

          Morgan Stanley

          Investment Management, Investment Security

          BBB Rating: D+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          not BBB accredited
          (212) 259-1253

          7811 University Pointe Dr,
          Fort Myers, FL 33907-5730

          Durand & Gallentine Investment Management Group

          Investment Management

          BBB Rating: A+
          not BBB accredited
          (239) 209-0000

          5249 Summerlin Commons BLVD STE 200,
          Fort Myers, FL 33907

          Evolution Wealth Management Inc.

          Wealth Management, Life Insurance, Retirement Planning Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Lee County, FL
          Accredited BusinessAccredited Business
          (239) 771-8696

          12487 Brantley Commons Ct,
          Fort Myers, FL 33907-5692

          Asset Quest, LLC

          Investment Management, Real Estate Investing

          BBB Rating: A+
          not BBB accredited
          (239) 541-8448

          PO Box 2569,
          Cape Coral, FL 33904

          Emerald Wealth Management Solutions LLC

          Investment Management

          BBB Rating: A+
          not BBB accredited
          (239) 210-0343

          3011 Del Prado Blvd S,
          Cape Coral, FL 33904-7208

          James M. Wesolowski, CPA, P.A.

          CPA, Tax Return Preparation, Financial Services ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Lee County, FL
          Accredited BusinessAccredited Business
          (239) 574-4449

          2503 Del Prado Blvd S STE 500,
          Cape Coral, FL 33904-5709

          Pelican Wealth Advisors, LLC

          Investment Management, Financial Services, Business Consultants ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • Charlotte County, FL
          • Collier County, FL
          • Lee County, FL
          • Englewood, FL
          not BBB accredited
          (239) 985-4097

          27499 Riverview Center Blvd STE 228,
          Bonita Springs, FL 34134-4335

          ASC, LLC (Imposter)

          Investment Management

          BBB Rating: F
          not BBB accredited
          (615) 283-1929

          Naples, FL 34110

          Everbank

          Bank, Financial Services, Mortgage Lenders ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • 32202
          not BBB accredited
          (904) 281-6000

          1185 Immokalee Rd,
          Naples, FL 34110-4804

          TIAA Bank

          Bank, Financial Services, Mortgage Lenders ...

          BBB Rating: A+

          This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

          View HQ Business Profile
          Service Area

          Serving the following areas:

          • 32202
          not BBB accredited
          (904) 281-6000

          1185 Immokalee Rd,
          Naples, FL 34110-4804

          Jomarc Financial Group, Inc.

          Financial Services, Insurance Services Office, Retirement Planning Services ...

          BBB Rating: A+
          not BBB accredited
          (239) 254-7917

          14455 Marsala Way,
          Naples, FL 34109-3233

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          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

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