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Top Rated Financial Advisors in Cape Coral, Florida

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Cape Coral, Florida is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

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John Salomon

J2 Capital Management, Inc.
CPA, CFP®
John Salomon, a financial fiduciary, provides financial services to clients in the Cape Coral, Florida area. John holds a CPA, CFP® certification. John has over 23 years of experience.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Portfolio Management
  • Financial Planning for Individuals
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade/Charles Schwab

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