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.
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.
Charles Ables Massie, CFP®, CPA
Certified Financial Planner
239-768-6074
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...
Erica Massie
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...