Grace Tax Advisory & Capital Management Group

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1185 Immokalee Rd Ste 210

Naples, FL 34110

+1 (239) 514-7971

http://retirewithgrace.com

Specialties

At Grace Tax Advisory & Capital Management Group, our wealth management team's focus is on minimizing investment volatility and risk during your retirement years. Our experienced and educated team of financial, tax, legal, insurance, and investment professionals collaborate to custom design a dependable plan that emphasizes safety, while reducing taxes and providing a steady income stream throughout retirement.

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Reviews

1.02 reviews

E P.

3/28/2025

Bob Grace is polite until the ink is dried. I went to this guy thinking he was a Fiduciary, pronounced "Fi-Douche_iary" keeping the middle accurate however his firm has a fiduciary on staff but...

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Ragain Financial

"Arrogant and self righteous. Made a major mistake on my tax return. Since I didn't notice it until after it was filed, he tried to charge me another $350 to amend the return! On top of the $1200 I..."