Gap Financial Counseling

Naples, Florida Financial Planning

Gap Financial Counseling is your best source of conflict-free financial guidance.

Investment Advisor - Naples, FL - Professional Quality Service!

Learn More About Gap Financial Counseling:

  • A Fee-Only Registered Investment Advisor
  • No product commissions or hidden fees
  • Discuss business or personal financial concerns
  • Understand how to manage your current and future liabilities
  • Review retirement plans or learn planning concepts
  • Research investments (public or private)
  • Review longer-term financial strategies
  • Educational sessions available for individuals or groups

Georgeann Portokalis, CFA
Member of the CFA Institute

Contact Gap Financial Counseling today at 239-254-7880 for your Naples, Florida financial planning needs.

Contact Information

239-254-7880

Gap Financial Counseling 5801 Pelican Bay Blvd. Ste. 600  Naples, FL 34108
Gap Financial Counseling

5801 Pelican Bay Blvd. Ste. 600
Naples, FL 34108

Hours of Business:

Monday – Friday: 9:30am to 5:00pm