Professional Services
Wealth Management
Ciccarelli Advisory Services, Naples, FL Kim Ciccarelli Kantor 239-262-6577, private fee based. "Excellent personal service and financial performance." - John O.
Accountant
Clifton, Larson, Allen, Naples, FL. 239-262-8686 "Mid sized regional CPA firm, we have had excellent service from Kyle Williamson in the Naples office." -John O.
Rodney Kleiver 239 495 0381
"I have used Rodney (office at 3301 Bonita Beach Road) and found him to be competent, responsible, and reasonably priced." -Ted P.
Legal Assistance
Woods, Weidenmiller, Michetti & Rudnick (239) 325 - 4070
"I first interacted with Greg Woods about 10 years ago and has grown by leaps and bounds with specialties in business, real estate, estate planning, probate, banking, personal injury and litigation. I have interacted with scores of attorneys, and I must say that I rate Greg among the very best." -Vito S.
Estate Planning
Mary Beth Crawford, Cummings & Lockwood, LLC 239-390-8062
“Very pleased with Mary’s service and approach to our estate plan.” - Dan A.
Banking
FineMark Bank (239) 405-6795
”While looking for a bank the Woodlake neighborhood could use close by, I contacted Amy Beans at FineMark in the Bonita Bay Lifestyle Center. She made the process easy, was very personable and got our account up and going in no time. And because our neighborhood is a neighbor and non-profit, no fees!“ -Dan A.
Insurance
Rosier Insurance 239-444-1414
"We've drawn upon the professionalism and support of Mike Rusk for 17 + years and referred him to several of our friends and find him outstanding at finding and securing the very best home insurance (he handles all types of insurance) in SWFL. He encouraged us to submit a claim for replacing our roof which was readily paid by the carrier he placed us with several years ago. Looking for a second opinion? Call Mike, you won’t be disappointed." -Neil H.