15961 McGregor Boulevard,
With more than 20 years of experience in the financial industry, Massie & Associates is a leading financial advisor firm in Fort Myers, FL. We serve clients in and around Fort Myers, FL, as well as countrywide. As a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA), we are licensed to provide our valued clients with expert financial advice on a variety of aspects.
At Massie & Associates Financial Planning Corp in Fort Myers, FL, we offer comprehensive financial planning and management services. You can count on us to assist you in looking after and growing your wealth for your future financial needs.
Call us today at (239) 333-2526 to set up a free 30-minute consultation.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.
Certified Financial Planner
Charles (Chuck) holds a B.S. Degree in Pharmacy from the University of Oklahoma and studied Accounting at the University of South Florida (USF). In addition, to earning his CPA designation, Chuck also successfully passed the state exam...
Chief Investment Officer
Dan Neiman, an investment advisor since 2000, is Chief Investment Officer and Partner of ISWM. Dan is also a Portfolio Manager of the Neiman Large Cap Value Fund and the Neiman Balanced Allocation Fund. Dan is oftern interviewed for...
David Mariacher, licensed since 1994, focuses on individual equity portfolios. He’s been a frequent guest on The Financial Guys Radio Show, often times from a tree stand or Muskie Lake. David can be seen on Money Talks on WKBW TV...
Office Manager & Licensed Life Insurance Agent
Erica Massie has been in financial services, including being a licensed Life Insurance Agent since 2000. While working as the Marketing Director for ColoEast Bankshares, Inc., she earned a General Banking Diploma from Center for...
Founder and Partner of Independent Solutions Wealth Management
Glenn Wiggle is a founder and partner of The Financial Guys, LLC in Williamsville, New York. Glenn has been involved with the securities industry managing client assets since 1996. He spent time at both Financial Network Investment...
Chartered Financial Analyst
Mr. Thur has a business, Strategic Investment Management, where he manages investment portfolios and gives financial advice to a select group of high net worth individuals, in Western New York and throughout the United States. His...
Chief Operations Officer
Michael Zimmer, licensed since 2010 with a Master’s Degree in Finance, is currently the Chief Operator Officer at ISWM. Mike has been with ISWM almost since its inception and is instrumental in providing the majority of the...
Michael Lomas is a Co-owner/Co-founder of “The Financial Guys, LLC”, Division Manager with Peak Brokerage Services, LLC in Williamsville, New York, with branch offices in Rochester NY, Buffalo NY, Nunda NY, and Jupiter FL...
Joining Independent Solutions Wealth Management in 2021, Peter has worked in the finance industry for nearly 30 years with experience working for institutional investors ranging from pension and mutual funds, to designing custom...