Name: Asset Management & Advisory Services
Address: 1222 SE 47th St Suite 304, Cape Coral, FL 33904, USA, US
Telephone: +1 239-356-1515

Asset Management & Advisory Services is a finance, located at 1222 SE 47th St Suite 304, Cape Coral, FL 33904, USA. They can be contacted via phone at +1 239-356-1515, visit their website www.assetadvisoryservice.com for more detailed information.

Location :

1222 SE 47th St Suite 304, Cape Coral, FL 33904, USA

Contacts :

Added by Jopie, at 03 October 2021

Monday 9:00 AM – 4:30 PM
Tuesday 9:00 AM – 4:30 PM
Wednesday 9:00 AM – 4:30 PM
Thursday 9:00 AM – 4:30 PM
Friday 9:00 AM – 4:30 PM
Saturday Closed
Sunday Closed

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Donald & Christine Yeager

20 January 2022

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.
Linda Reynolds

16 January 2022

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.
Bonnie Fury

07 January 2022

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,
Philip Hermann

17 December 2021

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
Nil Brands

10 October 2021

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.