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  2. Florida
  3. Fort Myers
  4. Financial Services

New Financial Services Businesses in Fort Myers, FL

13 financial services businesses recently registered in Fort Myers, Florida.

Updated August 22, 2026 · Most recent business filing Jun 8, 2026

13
Total Filings
Jun 8, 2026
Most Recent
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About Financial Services Businesses in Fort Myers

This page lists new financial services businesses registered in Fort Myers, Florida. We currently track 13, sourced directly from the Florida Division of Corporations and refreshed daily as new financial services companies file.

Recent additions include Luminary Financial Group, PhilNewAsset Group, and Salty CFO. The most recent financial services business filing was on Jun 8, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial services businesses in Fort Myers, this is one of the freshest prospect lists in the market.

Use recent financial services registrations in Fort Myers as a timing signal, then qualify each company by formation date, website, and verified contact availability.

Explore fresh financial services business leads →

All Filings

Luminary Financial Group

Jun 8, 2026
Financial ServicesVerifiedFort Myers, FL · Indian River Co.

Luminary Financial Group, based in Whitehouse, Ohio, provides financial planning and guidance through life transitions. The website emphasizes illuminating financial wellness and features contacts Eric and Natalie. The entity's Florida LLC registration may indicate a secondary office or holding structure.

PhilNewAsset Group

Jun 1, 2026
Financial ServicesVerifiedFort Myers, FL · Indian River Co.

Philip Financial Group is a financial services firm based in Fort Myers, FL, serving individuals and businesses. The LLC PHILNEWASSET GROUP appears to be the corporate entity for this financial advisory practice.

Salty CFO

May 30, 2026
Financial ServicesVerifiedFort Myers, FL · Indian River Co.

Salty CFO delivers fractional CFO leadership and financial strategy for founders in MedTech, SaaS, CPG, and AI, as described on their website. The business is managed by Keith James and Ryan Ippolito and its principal address is in Fort Myers, FL, according to the LLC filing. The website indicates a focus on startup and growth-stage companies.

Heights Finance

Jan 9, 2026
Financial ServicesVerifiedFort Myers, FL · Indian River Co.

Provides personal loans online and in branches across multiple states.

C&J Wealth Management

Jan 5, 2026
Financial ServicesVerifiedFort Myers,, FL · Indian River Co.

Wealth management firm offering financial planning and advisory services, as indicated by the website content and officer involvement.

Borneman Advisors

Dec 16, 2025
Financial ServicesVerifiedFort Myers, FL · Indian River Co.

This appears to be a financial advisory firm, likely providing investment and financial planning services, based on the LLC name and candidate details.

Aari Transactions

Oct 29, 2025
Financial ServicesVerifiedFort Myers, FL · Indian River Co.

Aari Transactions LLC provides services to simplify closings and transaction processing, likely in real estate or financial contexts.

C&J Wealth Management

Sep 25, 2025
Financial ServicesVerifiedFort Myers, FL · Indian River Co.

Wealth management firm offering financial planning and investment services.

Brancazio Meisenzahl Wealth Management

May 5, 2025
Financial ServicesVerifiedFort Myers, FL · Indian River Co.

A wealth management firm operating in Fort Myers, FL, under the name Brancazio Meisenzahl Wealth Management.

Ruck & Anchor Mortgage

May 1, 2025
Financial ServicesVerifiedFort Myers, FL · Indian River Co.

A mortgage lending business specializing in VA mortgage services, owned by a veteran.

Bullerdick Financial

Apr 24, 2025
Financial ServicesVerifiedFort Myers, FL · Indian River Co.

A financial advisory firm offering expert guidance and services for planning financial futures.

Ultimate Credit Crew

Apr 22, 2025
Financial ServicesVerifiedFort Myers, FL · Indian River Co.

This business appears to offer credit repair services, as indicated by the LLC name and press releases about upgrades to credit repair offerings.

Drew Wolfer

Apr 3, 2025
Financial ServicesVerifiedFort Myers, FL · Indian River Co.

This business appears to provide blockchain infrastructure and WEB3 services, focusing on technical and high-end offerings in the finance sector.

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