"Consumer Reviews on Companies, Products and Services"

CPK Wealth Management LLC

5 stars
(1)
4 stars
(0)
3 stars
(0)
2 stars
(0)
1 stars
(0)
Category: Services

Contact Information
12381 South Cleveland Ave, Suite 102, Fort Myers, United States, 33907

Phone number: 239-230-2177
https://www.cpkwealth.com

CPK Wealth Management LLC Reviews

cpkwealthfl April 21, 2019
Financial Services, Wealth Management, Investment
In recent years, the financial industry has been moving further away from the traditional large brokerage firms and closer to the Registered Investment Advisory world. With more focus being put on the fiduciary role of the advisor, large firms are being pushed to transform their business models to align with this new regulatory environment. However, Registered Investment Advisors have been held to these high standards from the beginning. Our founder Chad Kunc, started his career with a large brokerage firm. After seeing first hand the disadvantages for both the clients and the advisors that came from being associated with such firms, he recognized the need to provide a transparent business solution to all clients and their advisors that embraces a culture of trust and unlimited opportunity for success. In doing so, he created CPK Wealth Management, LLC. The firm was built to offer clients of any size portfolio unbiased advice and solutions to their wealth management needs with clarity in every aspect of the process.

Write a Review for CPK Wealth Management LLC

Rate it!
Review Title
You Review
Image
Type the numbers shown

RECENTLY UPDATED REVIEWS

Alaska Hunting Guides Pros, Sitka Blacktail Deer, Brown Bears, Duck Hunts
Fred's Landscaping & Irrigation
Andrew Hernandez
Elevate your property with flawless driveways, walkways, and patios expertly crafted to withstand the test of time.
G1 Air
Island Chrysler Dodge Jeep Ram
PIP Marketing, Signs, Print
Vicki Morav
Professional construction management for condominium and homeowner associations.
Your Expert Truck Repair Shop

REQUESTED REVIEWS

REVIEWS BY CATEGORY