Christian Financial Planning in Fort Myers, FL

The Fort Myers office of Ambassador Advisors provides financial planning and advice to families, businesses, and nonprofit organizations in Fort Myers, Cape Coral, Sanibel, and throughout southwest Florida.

See how our team can help you plan a legacy that will bless your heirs, your church, and ministries close to your heart.

Now offering virtual consultations for enhanced personal connection and safety.

5237 Summerlin Commons Blvd.,
Suite 410, Fort Myers, FL 33907

Directions

Call

(239) 310-7010

Hours

By Appointment

Fax

(717) 560-8387

 
Now offering virtual consultations for enhanced personal connection and safety.
 
Our office is right off of Summerlin Road and close to S Cleveland Ave (US Route 41) and Page Field.

Our Financial Planning Services

You don’t need to be alone in making decisions about your financial stewardship. By seeking wise counsel and honest financial advice, you can establish a solid financial plan and become a better steward of your God-given resources.

Individuals & Families

Wealth management, retirement planning, and planning for your estate & legacy.

Business

Succession & transition planning, pension & retirement plans, and establishing employee benefits.

Nonprofits

Training & education, planned giving, endowment campaigns, and charitable gift annuities.

Proud to Partner With

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About Ambassador Advisors

Our Vision: To help others maximize their stewardship of God’s resources

Since 1990, Ambassador Advisors has been providing solid financial planning that’s grounded in Biblical principles for our clients. Our advisors will help you strengthen your financial portfolio, so you can feel secure in your financial stability, create a lasting legacy, and become a blessing to you family and ministries close to your heart.

Experienced Financial Planners in Fort Myers

Our Fort Myers team includes experienced wealth managers and legacy specialists who bring a well-balanced, stewardship-centered approach to financial planning. We provide you with quality financial advice and a commonsense approach to strategy and implementation.

 

Meet our Fort Myers Team Team

Frequently Asked Questions

Where can people park at the Fort Myers, Florida office location? Combined Shape

Convenient parking is available right near the main, front entrance. Elevators are available for you convenience.

What is the best part about working in this location in Fort Myers, Florida? Combined Shape

The staff greeting everyone who walks in the front door are very welcoming and friendly. Great amenities on each floor, including restrooms, water, spacious conference rooms and free WIFI.

Talk to an Experienced Financial
Advisor on Our Team

 

Contact us to schedule an in-person appointment with an advisor to start a conversation about what you can do to become a better financial steward.

 

During this no-obligation consultation, a financial advisor best-suited to your needs will listen to your concerns, help you identify your financial goals, and begin drafting a plan to help you reach your financial goals.

 

Call (239) 310-7010 to begin a conversation about becoming a better steward of what God has entrusted to you.

Now offering virtual consultations for enhanced personal connection and safety.

You may also use the form below to request an appointment:


Let our professional financial advisors help you achieve the legacy you desire for yourself, loved ones, and organizations. Contact Us

Financial Services

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Ambassador Advisors, LLC is a Registered Investment Advisor

Securities offered through American Portfolios Financial Services, Inc. of Holbrook, New York, 631.439.4600,(APFS), member FINRA, SIPC. Investment Advisory Services offered through Ambassador Advisors, LLC. Ambassador Advisors is not owned or operated by APFS. Dream More, Plan More, Do More is a registered trademark of Ambassador Advisors, LLC, Reg. U.S. Pat. & Tm. Off.