Clarity Financial Design - Winter Park (FL)

Dr. Crystal Morris-Newsom This isn’t a scam. A scam by definition is being dishonest or fraudulent. On your very FIRST call they provide you with the refund policy so everyone is on the same page which DOES include being timely with your payments. Think about it, how can you expect them to honor a 90-day money back guarantee if you don’t pay on time? Time is of the essence and a late payment means a delay in them sending out your dispute letters which means it will take longer to get results. They complete a full audit of your entire credit report and get your first set of letters out within 48 hours. Their customer service is AMAZING! You can even text message them questions. They are so friendly and willing to help. Each month you receive credit tips to build your financial literacy so you don’t make the same mistakes with your credit in the future. My credit score increased by 20 points so far and it’s only been 1 month. Crystal is my rep and I’m excited for future progress! If you don’t use what they provide and aren’t obedient to the requirements they tell you clearly on the FIRST call, it’s unfair to complain about the lack of results. Accountability in adults is lacking in today’s society and it’s sad because this is really a good company that truly tries to help people when there are other companies like Lexington Law who were only about the money and not about helping people.

Mary Johannessen We have been using FlavinNooney & Person since 2016 for our tax filings and all tax related advice for financial planning. Been very happy with the tax advice and tax services provided. The team is extremely knowledgeable in both personal and business related tax matters, the office and staff are courteous & professional, and are very responsive to calls and emails. Even helped me close out my parents estate - the process, timelines, financial filings, tax returns, and coordinating with a lawyer for the legal aspects. Excellent advice and was able to avoid family drama. Very pleased with FN&P.

Katia Lopez I was helped by Sailys. She went above and beyond to help me while I couldn’t login into my Bank of America app. I really do appreciate her service and her warm smile.

Rafael de Castro Damasceno I recently opened an account at Bank of America with the help of bank manager Maday Piquet. She explained everything very clearly, and was attentive, patient, and courteous throughout the process. Her excellent customer service certainly deserves the highest rating.

Buddy Baumann I’ve worked with Eric over the last 6 years. He’s been very responsive and creative with ways to diversify my investments. I’m glad to be working with the Summit Wealth Team to help secure my family’s future.

Michele Accola John went out of his way to help me and my husband understand what we were signing, the numbers that were being presented to us and took time to explain in detail the process of things. He’s super personable and makes you feel comfortable in the decisions you’re making … while also guiding us in a way that was best for us. It didn’t matter if it was 7am, 10pm or the weekend … he was always available to talk. Thank you John for everything! We truly appreciate everything you did for us.

Jason Meyerson Best people I have ever met truly trustworthy and very helpful God bless you