Grace Advisory Group

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13450 Parker Commons Blvd Ste 103
Fort Myers, FL 33912
At Grace Advisory Group, the financial, tax, legal, and insurance professionals on our team design financial plans that emphasize protection from losses due to market fluctuations, while offering the benefits of tax deferral, and providing a steady, tax-efficient income stream for life...

Reviews

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1.05 reviews
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Steve H.
3/13/2021

Grace had a a good business plan supposedly coordinating investments, CPA service and legal service. They failed to follow thru. We associated with them 3 years and they messed our taxes up each...

E P.
6/28/2024

Run don't walk! His advisory is two faced. He is an angry man inside this elderly poised demeanor. He doesn;t follow up after the ink is dry, sells really shitty annuities and doesn't disclose the...

Treesa M.
4/2/2021

They do not derserve even a single star. If there was one for negative review I would have given them that. They are not a fiduciary for you at no means. I wish I had seen the reviews before I...

Donald C.
5/25/2020

Bob Grace handled my money for 15 months and I received no interest or other payment. When I decided to change to a different money manager I learned I would pay a 10% surrender fee to get my...

Dan S.
5/11/2014

They claim to be financial advisors but all they want is to sell you annuities. They offer to complete your federal income tax return as long as you are a client for $99.00 but that's strictly a...

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