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Nova Wealth Management

4.8

About this business

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! 

Location details

28089 Vanderbilt Dr #103, Ste 103, Bonita Springs, FL, 34134, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
4.826 reviews
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Shawn Greer's profile image
Shawn Greer 
on Google
a month ago

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. 

Kathleen Demaret's profile image
Kathleen Demaret 
on Google
2 months ago

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. 

Betty Sullivan's profile image
Betty Sullivan 
on Google
8 months ago

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. 

Shari Brousseau's profile image
Shari Brousseau 
on Google
9 months ago

Amy is my financial advisor. She has demonstrated an excellent understanding of my financial needs and goals. Amy is grounded, down-to-earth and real. I have complete confidence in her and her professional abilities and I have found her advice to be spot on. Also, she explains what’s happening in a way that I can understand and comprehend. She has a real gift. 

henry fox's profile image
henry fox 
on Google
10 months ago

My wife and I have been clients of Amy, Jim & thier asscociates for almost 12 years. They have handled our small account with the same professionalisim as they do their largest clients. They have always treated us like family and through good times and Bad they have grown our portfolio and allowed us to sleep well. We simply could not feel more comfortable with a financial advisor.... Nova is our friend and guide. Hank & Dianna Fox Bonita Springs , Fl. 

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Frequently asked questions about Nova Wealth Management

How is Nova Wealth Management rated?

Nova Wealth Management has a 4.8 star rating with 26 reviews. 

When is Nova Wealth Management open?

Nova Wealth Management is closed now. It will open at 9:00 a.m. 

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