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Finley Wealth Advisors

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Estero, United States

mywealthadvisor.com
Financial plannerFinancial consultantInvestment service· Financial planner· Financial consultant· Investment service

Finley Wealth Advisors Reviews | Rating 5 out of 5 stars (5 reviews)

Finley Wealth Advisors is located in Estero, United States on 10600 Chevrolet Way Suite 101. Finley Wealth Advisors is rated 5 out of 5 in the category financial plannerfinancial consultantinvestment service in United States.

Address

10600 Chevrolet Way Suite 101

Phone

+1 2392677500

Service options

Online appointmentsOn-site services

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Stacy Sherman

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.

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Don Maki

What do you need in a Financial Manager? First, a person with market knowledge. Second, someone experienced in managing and protecting retirement investments. Third, I expect my financial manager to be available to review and answer the many market changes and trends that occur. Finally, I want a person I trust with my money! Doug Finley meets all my criteria and has proven to have my financial goals and needs in his focus. Thank you Doug, your the best! Best regards, Don and Kathleen, clients since 2006

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Monika Hager

Finley Wealth Advisors is by far the most highly regarded and professional financial firm I have ever encountered. I have known Mr. Finley since 1998 when he began Finley Wealth Management. It is no surprise to me that his firm has evolved into the prestigious firm it is today! Mr. Finley possesses a brilliant mind for financial matters. He also seeks to educate his clients so we understand the investing process and lifetime planning in our financial future. He is always available to answer questions or concerns... no matter how mundane our questions or fears are regarding the investment process. Also, Finley Wealth Advisors has a proven track record of financial GROWTH for his clients! Win, win! Monika H.

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Robert Musilowski

I was with a large financial firm for many years. When I questioned my adviser about changes to my portfolio, fees, etc. I was given misleading or contradictory information. I finally decided to switch to a fee only financial consultant. I chose Doug Finley, after much research, and have been very satisfied with him. I can receive immediate attention to any of my concerns and trust the answers I receive. His many informative newsletters are also enlightening. I am exceptionally pleased with Doug and suggest a call to his office if you are looking to make a change.

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Gloria Elsea

Doug Finley has been our trusted advisor since 2003. Thanks to him we have fared well through the ups and downs of the market during our retirement years. As a fee only advisor he has us feeling comfortable that he has our best interests at heart—not his own need to make commissions by selling us products. It is apparent that Doug loves his work spending many hours keeping himself informed in all areas that impact finance. He is easy to reach, seems truly interested in our lives and the lives of our family, and is generous with his time and efforts on our behalf. Doug is a true professional and and it has been a pleasure to work with him.

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