Hibiscus Investments

Hibiscus Investments

5.0
12 employees
8 years in business

About this pro

Hibiscus Investments is a Local Investment Advisory Office Located in Punta Gorda. Our Mission is to Help Our Clients Achieve Their Personal Financial Goals.

We utilize the portfolio management of Landsberg Bennett Private Wealth Management to help our clients manage and preserve their assets long into retirement.

In an increasingly complex financial world, a local and knowledgeable advisor can make all the difference.

Our team is backed by investment professionals with over 40 years of combined experience in the investment industry. Let us work with you to help you achieve your financial objectives.

We sit down with all our clients and create a personalized investment plan and path through retirement.

We believe in doing business face to face, which enables us to create individualized investment plans as well as find out what is most important to you. We establish meaningful relationships with our clients to help navigate the unforeseen events ahead.

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Credentials

Punta Gorda, FL 33950
Email verified
Phone verified

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FAQs


What is your typical process for working with a new customer?

Generally, our firm meets with prospective clients in our office and have 2 complimentary meetings. The first meeting is one where we learn about each other and we get to know your situation and your concerns. The second meeting is where we lay out the findings of our financial plan and discuss with you our recommendations. At that point, we discuss the scope of services and the cost of those services for you going forward. We then make a mutual decision on the next steps.


How did you get started in this business?

My grandmother was the biggest influence in my life. She was a motivator who always pushed me to do my best. Both of my parents worked hard to support my sisters and me. There were many times when I had to care for my younger sisters while my parents worked. I became independent and self-reliant at an early age.

After high school, I applied for a job at a local credit union. Art was always a passion of mine, but learning about the financial industry sparked my interest, persuading me to change paths and apply to Purdue University and earn a bachelor’s degree in financial counseling & planning, all the while working full time and putting myself through college.

For the last five years, I’ve served on the board of the Boys and Girls Club of Charlotte County. I am a strong advocate of the Club’s positive values. It allows children to reach their full potential and succeed in life. I also enjoy traveling and endurance sports, and have done several 5Ks, triathlons, a Tough Mudder, and a 200-mile relay race. I am constantly challenging myself and looking for new adventures.

What’s most enjoyable about working at Hibiscus is being there for our clients and helping them with their needs. In my opinion, providing excellent customer service requires paying attention and really listening.

I’m thankful for the family-oriented atmosphere everyone at Hibiscus brings to the business. I couldn’t have picked a better group of people to work with.

Hibiscus really fits my personality because we always strive to do better. We’re constantly aiming to provide superior service to our clients and maintain long-lasting relationships.


Services offered