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At Nova Wealth management, our mission is to provide a culture or discipline by providing unparalleled service, independence, objectivity and discretion to our clients. We deliver all advice with the heart of a teacher and our ultimate objective is to become our client's most trusted advisor. We are expert financial strategists in personal and professional spheres including, but not limited to, Retirement, Investment, Estate, Insurance, and Taxes. We truly do it all!
28089 Vanderbilt Dr #103, Ste 103, Bonita Springs, FL, 34134, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Very professional and thorough in the services they provide.
I feel very lucky to have stumbled across Nova two years ago at a talk Jim and Judd were doing at our local library. I met with Judd and Amy later and was so impressed that I decided to start using them for my financial advisors. I am aligned with their thinking and I trust them - that counts for a lot!
The team at Nova is incredible. Not only are they financial experts, but they take the time to really get to know our family. This helps drive a why behind our financial decisions to support long and short term goals. I can't reccomend them enough.
We have enjoyed working with the team at Nova Wealth Management for many years. They are very professional. Amy & James worked with us on a plan that fit perfectly for both our short & long term financial goals. We highly recommend them if you are looking for experienced financial planning services.
I am grateful to be a client of Amy and Jim and the whole Nova Team. We have shared values and that is important to me. They perform at the highest level of professionalism and competence and I have complete confidence in them and the entire Nova Team. I have recommended them in the past and will continue to do so without reservation. Thomas Sullivan, Naples Florida.
Nova Wealth Management has a 4.9 star rating with 28 reviews.
Nova Wealth Management is closed now. It will open at 9:00 a.m.
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