📍 15671 San Carlos Blvd, Fort Myers, FL, 33908
📞 239-768-2171
The only firm you'll require for all of your financial needs! We believe your selection of a Certified Public Accountant is one of the most important decisions you will make as an individual or the owner of a business. Charles Massie & Barbara Reilly not only have extensive knowledge in various areas of Accounting and Asset Protection Planning, but they each owned & operated successful businesses before becoming CPAs. Their entrepreneurial experience exposed them to the real-life business world in addition to the demands of balancing work & family. Charles successfully owned several businesses, including a Pharmacy, and Barbara owned a successful insurance business before becoming CPAs. They have sat on your side of the table making business decisions, paying employees, and working hard to make a profit while trying to keep their tax liability at a minimum. As an added benefit, given our firm's experience and education (see our bios), we do more than just prepare your tax return, we look at all of your financial information to determine whether there are more resourceful ways to meet your financial goals and objectives. We look at your entire financial picture not just your taxes. Our objective is not only to prepare your individual and/or business tax return but to also assist you with asset protection planning to secure your future objectives. Our concern is tax-advantaged and tax-efficient planning for our clients. This also includes consulting with you on the selection of the business entity that best suits your business and your objectives. Please review our services tab for both Individuals & Businesses. Our reputation is based on the quality of our service, on our commitment to building personal relationships with our clients, and on our ability to provide personalized service with individual attention to your specific needs. Our goal is to be an investment to our clients not a cost. COME IN TODAY AND LET US TAKE CARE OF ALL OF YOUR FINANCIAL AS...
📍 1163 Seagrape Ln, Sanibel, FL, 33957
📞 239-472-7811
📍 13730 Cypress Terrace Cir #402, Fort Myers, FL, 33907
📞 239-277-1999
🌐 www.roywassoncfpfinancialplanneroffl.com
Roy Wasson CFP is a Board Certified Financial Planner. Financial advisor, annuities and retirement planning are his specialties. There is No-Cost and No-Obligation to meet with Roy Wasson CFP
Updated Aug 2026
📍 8659 College Pkwy, Fort Myers, FL, 33901
📞 239-482-0785
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📍 8695 College Pkwy, Fort Myers, FL, 33919
📞 239-437-9300
📍 3717 Del Prado Blvd S, Cape Coral, FL, 33904
📞 239-540-4000
📍 12800 University Dr Ste 105, Fort Myers, FL, 33907
📞 239-437-4091
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Updated Aug 2026
📍 8192 College Pkwy, Fort Myers, FL, 33919
📞 239-482-5770
🌐 ameriprise.com