Business Directory

No Bank Treats You Better - Our mission is to grow our customers' entire financial relationship, and we believe that starts by providing an Incredible Customer ExperienceSM(Opens in a new Window) with every interaction. Whether you are a young family looking for your first home or an experienced business owner expanding operations, we have the products, the technology, and most importantly, the people, to get you to your incredible. Come find out how rewarding banking can be. Where We Come From - IncredibleBank started in 1967 as River Valley Bank with a single location in Rothschild, Wisconsin. Over the years we grew to 15 locations in Wisconsin and Michigan's Upper Peninsula, and now we're even expanding into southwest Florida as we build our newest branch in Cape Coral. We were, and still are, a community bank in those areas with a focus on providing businesses and residents with top-notch banking products and services, but now under the name IncredibleBank. We Are America's First Online Community Bank - Life has plenty of challenges and you don't want your bank to be one of them. We've raised the banking bar because our customers have asked us to. Where they might be, and for whatever reasons they want, they've asked us to make life incredible for them. With a name like IncredibleBank, we have a lot to live up to. Because our name isn't about us. It's about you.

For over 60 years, Hill Barth & King’s CPAs and financial advisors have been helping families and businesses work toward and accomplish their personal and business objectives. In Southwest Florida our professionals have guided our clients in critical regional industries such as construction, real estate, medical and a variety of service related fields for decades. At HBK, we bring world-class tax, assurance, accounting and other business consulting services to our clients to help them achieve their personal and business planning goals.

At Key Private Bank, we make it easy for you to continue a relationship with the financial advisors you know and trust, even when you're living in your home away from home. Whether you spend part of the year in Florida, plan to retire here, or you’re a permanent resident, our Naples, Fort Myers, and Palm Beach offices are designed around your lifestyle.

We connect with your financial team, including those in other states, to provide you with solutions to meet your goals. We have a full team of financial professionals ready to assist you with the resources, expertise, and services available to maximize your wealth. You’ll find our services extend to every banking interaction – from our sit-down teller environment, where we can assist with cashing checks and making deposits, to developing complex estate plans.

Our focus is to help you live the life you want, where you want.

For years, we've helped families and businesses across Fort Myers and Naples reach their financial goals. Our version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most. We'll be there to guide you every step of the way.

At Precise Financial Solutions, we aim to redefine financial planning through holistic strategies tailored to each client's unique needs. As female business owners thriving in a predominantly male industry, we embrace our diversity as our strength, infusing innovation and empathy into every aspect of our services. Our mission is to provide transparent, personalized financial solutions that empowerour clients to navigate their financial journey with confidence and clarity. Through meticulous analysis and a dedication to diversification, we strive to safeguard and enhance the wealth of those we serve, fostering long-term financial well-being and prosperity for all.

Our mission is to empower small business owners by offering electronic payment processing options that other processors won't. We believe that they should be able to not only understand the fees associated with credit card processing, but have the option to avoid them completely. Our programs are truly customizable to fit every need and every industry so that we can help businesses operate at their best.

At Harbour Insurance, we specialize in protecting what matters most to families and businesses across Florida. From homeowners and flood insurance to auto, business, and specialty lines, we provide tailored coverage solutions designed to fit each client’s unique needs. With industry expertise and a commitment to personalized service, our team takes the time to educate clients on their options, ensuring they feel confident in their protection. Harbour Insurance is proud to be locally based and community-driven. We value building long-term relationships rooted in trust, transparency, and care. As an active member of the community, Harbour Insurance is dedicated not only to safeguarding our clients’ futures but also to supporting the growth and success of our local area.

Financial advising is a natural extension of my lifelong passion for helping people grow, navigate change, and make confident decisions. My career originally began in finance, and after 2007, I expanded my work into career coaching, leadership development, and adult education. For many years, I had the privilege of serving leaders, managers, and team members across the hospitality industry in our national parks throughout the United States.

That experience shaped my belief that when people truly understand complex decisions, they feel empowered to create meaningful lives. Today, I bring together my background in finance, coaching, and relationship-building to help individuals and families plan with clarity and confidence.

As an Edward Jones financial advisor, I work closely with professionals, business owners, and retirees to make thoughtful financial decisions aligned with their values and long-term goals. I am especially passionate about supporting women through financial transitions related to career, family, and life stages, using practical planning and risk management strategies.

In 2020, my family and I moved to Southwest Florida to be closer to loved ones and put down roots in the sunshine community we now call home. As small business owners ourselves, we understand both the challenges and rewards of entrepreneurship, and we are deeply committed to supporting local businesses and building strong community connections.

Outside of work, I’m a busy wife and mom who enjoys fitness, nature, reading, cooking, and spending time outdoors with my family. I believe financial planning should support a full and fulfilling life, and building meaningful relationships is at the heart of everything I do. I welcome the opportunity to connect and learn what matters most to you.

At Edward Jones, we have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. Relationships are key and we work best with clients who value and desire a hands-on approach, working with someone locally. We are proud to have the opportunity to serve our community and beyond to help them achieve their financial goals. Whether you're just starting your investment journey or a more experienced investor, let us show you how we can help make a difference. Se habla Espanol.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a plan that’s designed to address your individual situation.

We understand the challenges that families and business owners face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.