Blue Ocean Wealth Management - Clearwater (FL)

briana gaydos Mitch helped me with not only my life policy but my boyfriends life policy and our new born daughters life policy. He was very trustworthy! He went above and beyond with explaining the whole process to us and how everything works. Definitely will be doing business with mitch in the future again!!

Barbara Venema Paul has been our financial advisor for many years. He’s always willing to meet with us to discuss strategies and details of the financial products available. Paul is very knowledgeable and has offered suggestions to keep our portfolio growing. He is honest and reputable.

Desiree Carr THE WORST BANK TO DEAL WITH! LONNIE OVER IN DADE CITY IS SHADY! THIS BANK WILL NO COVER YOU ,YET CHARGE YOUR ACCOUNT OVER AND OVER WITH 35.00 fees each time!!!! RUN AWAY FROM THIS BANK!!!

Kristani Knapp Ive been investing with Castlewealth for the last six years and have been extremely pleased with the service they provide. One thing Ive appreciated is how they take the time to educate me rather than talking over my head. Something else for which Ive been grateful is how incredibly conscientious and thorough they are with all financial matters being fully addressed. Lastly, Ive been very happy with the performance of their investment recommendations!

Stephen Perham I had an excellent experience with Mariner Finance. I was greeted warmly by Lisa, who immediately started working with me on my loan. She was not only friendly, knowledgeable, and professional, she was personable, sharing her own experiences and insights. I knew that I was in good hands. I was very happy to see that my loan was in my checking account even before I left her office! No doubt, this was the best loan experience Ive ever had!

Shavon Holland Great and helful