Blue Ocean Wealth Management - Clearwater (FL)

Kiara Digiovanni Vidal was amazing taking care of us soon as we walked in, he was very attentive to all of our needs we had a horrible experience previously in a very known bank and we walked out so quickly!!! Not here at TD they listen to what kind of account you need as a personal and business level. I really appreciate knowing my money is safe with this bank. I do want to add that having the right person to help with this process opening new accounts is stressful Vidal did everything so smoothly and it wasn’t so stiff it was all done professionally and gracefully done

Debra Hernandez Rosie at this location is absolutely amazing. She always has a smile and is so sweet. It’s always a quick in and out with her. Honestly, the 5 starts are for her

Long James (Jay) Ruben Perez was awesome, any issues I had come up he done the best to work with me and get everything completed before the closing date.

J. Shaw Renner I have been a client of Mr. Charles Bryant for over 8 years. I am very pleased with his watchful eyes concerning my portfolio. He is the reason I have been a client for so long. As a single woman, I appreciate his expertise in investing. Update: Just want to say it’s been 2 years since my original review and Mr. Bryant is still my Financial investment consultant. He is doing a great job. And my investments have flourished through all the covid 19 months. Thank you Charles Bryant!

Amberly Nelson We had a great experience. Tammy C. was fantastic. We were greeted promptly and with a smile. She helped my boyfriend get a new account set up quickly and easily. Excellent customer service. Thank you Tammy!

Denise Wright TOAMS is the best. They are professional and they let you know how your money is invested. They will walk you through anything that you do not know. They provide you with links on different topics and they are always willing to assist you. I just love this financial business. Call them and see for yourself.

Tina Wilkerson I have been with Mrs Tanner for years and would not think of going anywhere Else.

Scout Garren I was recommended Nathaniel Hudson by a friend. Do not make the same mistake. I’ve had to use him 3 times, he accidentally pulled $5k more out of my account after I already pointed out the error and he still filed. Now, he didn’t file paperwork, for over a week that was for a deposit I NEEDED. His inability to do his job is deeply impacting my finances. He doesn’t even seem to care. He’s playing with peoples money.