Myles Wealth Management LLC N Main St, Florida

Myles Wealth Management LLC Reviews

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  Lance Acanfrio
  5

  Luis Neely has skillfully and confidently advised my wife and I with a cross-country move involving selling our old house of 17 years and purchasing our dream home 1500 miles away, making the whole complicated process work out financially. He’s also helping us navigate the college application process for our daughter. We are extremely grateful to Luis and wholeheartedly recommend him for his expertise and the peace of mind that it brings.

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  Daniel Byrne
  5

  I met Luis Neely over 5 years ago after being laid off from a job I worked at for 23 years. He helped my wife & I with roll-overs, sound investment selections & making solid choices. He has been helpful with our children's student loans, as well as credit card management. Now that retirement is near, these choices are proving to be well thought out. Luis has been professional and responsible. He always returns phone calls and is looking out for our best interest. Thank you all at Myles Wealth Management.

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  Lisa Bonita
  5

  It has been my experience with investment companies in the past that once you invest and sign on the dotted line you never hear from them again. That is NOT the case with Myles Wealth Management and Luis Neely. He is attentive to my needs and keeps in touch advising me every step of the way. I am confident that is the case with the other investment managers. I have full and total confidence that they have my interest and future in mind and I will continue business with them as well as direct anybody who needs a fund manager. He also manages my life insurance as well as my retirement. Awesome company and awesome personnel. I highly recommend !

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  Jelane Dooley
  5

  I attended a free college workshop and was very impressed. So much so that I made an appointment right away and met with Luis. He spent so much time with my husband and I helping us not only start our college process (with it happening just 2 years away from the initial meeting) but also to get a better handle on our finances. We ended up leaving where we had been for years to sign on with Luis. He is a great listener and works very hard to help you achieve your goals. I love that he keeps a close eye on us (trust us-we need that!) and checks in just the right amount of times. He is very responsive and clearly knows his business. I was looking for a person that would look out for me as if I was family and Luis is outstanding!

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  Jennifer Kirby
  5

  Found Myles Wealth Management while at a College Financial Seminar and signed up for a free consultation. 3 years later our advisor has gotten us out of high interest credit card debt, refinanced our home to a lower interest rate, taught us how to bank for ourselves so we keep our money and not pay high interest rates, but most importantly helped us be in a good financial position to pay for college. Without Myles Wealth Management we would not be on the path to a financially secure future. Our advisor is wonderful!! He has taken a vested interest in not just our finances but in our family as well. Thank you!

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  Daniel Tomlinson
  5

  I have worked with several financial advisers over the past 20 years and have never been 100% satisfied because they were always good at a few things but not everything. Myles WM finally was able to put the whole picture together for me. Advisers are extremely easy to deal with and understood what I was looking for. They also talked in terms I can understand unlike most some advisers who would talk over my head or down to me about my finances. I would recommend them highly to anyone who wants a long term plan that actually makes sense and enjoys working with people who truly have your interest in mind.

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  Patti Frese
  5

  My husband and I worked with Luis for the passed 5 years. He is both knowledgeable and professional. He always goes above and beyond to help with any and all questions. Having recently lost my husband, I have learned just how truly valuable Luis is as a friend and a financial advisor! If you are looking for financial advice/planning I would highly recommend Luis and Myles Wealth Management.

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  Meredith Astafaj
  5

  We started working with Myles Wealth Management about 3 years ago, when our first son was starting to go through the college process. They helped us in so many ways, including college, retirement, and day to day finances. I cannot say enough about the team at Myles Wealth Management. While we worked closest with Jim & Lorie, we did interact with others and had nothing but kind, helpful, patient, and professional help. I wish I could give them more than 5 stars!

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  Desirable Cards
  5

  I have been with Luis for better part of 7 years. He has done a wonderful job investing my hard work earnings. I trust him with all my heart. He is a down to earth guy, friendly, and most of all knowledgeable on what’s going on. I recommended him to friends and they also went with him. Through my life time, he is the best on my list. No worries here, he works hard for you!

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  kirstyn badendyck
  5

  My daughter and I attended a college planning seminar put on by this firm for FREE, as a means to give back to the community. After the seminar, we received a free consult for personalized college and financial planning. There were no strings, and I felt so comfortable dealing with Lori. We are now working with Lori, who has been an incredible resource for us with financial and college planning! The service they offer is unmatched!!!