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Kerri Goldsmith

HBKS Wealth Advisors
Financial Services

Contact Information:

8010 Summerlin Lakes Dr., Ste 200
Fort Myers, FL 33907
United States
T: 239-433-7533
F: 239-482-7772

Years in Business:



Clients I'm Seeking:


individuals seeking assistance with financial planning, investing, wealth management; businesses who would like to set up qualified retirement plans or would like us to take a look at their current plan's structure, management and pricing

About My Business:


HBKS Wealth Advisors is an independent, personal financial planning and investment advisory firm with offices in Florida, Pennsylvania, and Ohio. HBKS is focused on helping its clients achieve their financial goals. Over 3,000 personal, corporate and institutional clients rely on us to supervise their assets (currently over $1 billion) carefully and prudently. Our clients say they respect our technical abilities and trust our integrity. We use a team approach to our planning and investment services. In addition to our experts in financial planning, investment management and asset protection, your personal financial advisor can draw upon the resources of our associates at Hill, Barth & King (HBK). because we are partners with HBK, one of the nation's top 100 accounting firms - their experts in taxes, estate planning, business valuation and other financial areas are available to solve even the most complex issues facing the efficient management of your investments, assets and income.

Years in business:
Member since:
Clients I'm looking for: