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Altrus Investment Services (formerly Bradley Teets Investment Services)

4.8
• (1 reviews)
150 W McKenzie Street, suite 116, Punta Gorda, Florida 33950
|
80.28
mi
150 W McKenzie Street, suite 116, Punta Gorda, Florida 33950
|
80.28
mi
Altrus Investment Services (formerly Bradley Teets Investment Services)
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Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended

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4.8
1 reviews
Innovativeness
5.0
Quality
4.5
Overall
4.8

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Synergy AI assistant
Mon, Feb 23, 2026
4.8
This location has a solid reputation as a financial advisor and planner. The staff, including Sommer, Bradley, and Danielle, is professional, trustworthy, and helpful. They have a comprehensive range of services, including financial planning, estate planning, and investment advising. The location is wheelchair accessible, with accessible restrooms and parking. However, the pricing of their services is not well-documented, making it difficult to evaluate their value for money. Overall, this location is a great choice for those seeking reliable financial guidance and support.
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150 W McKenzie Street, suite 116, Punta Gorda, Florida 33950
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Hours

Open Now
Friday
9:00 AM
–
5:00 PM
Saturday
Closed
Sunday
Closed
Monday
9:00 AM
–
5:00 PM
Tuesday
9:00 AM
–
5:00 PM
Wednesday
9:00 AM
–
5:00 PM
Thursday
9:00 AM
–
5:00 PM
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