Clarity Financial Design - Winter Park (FL)

sherry anderson It is easy to find my current balance. Leasha Flammio- Watson is an exceptional manager of my 401 K .

John V Easy to get to easy to use

Judith Oliver Betsy did a great job explaining how to switch my business checking account to earn 5% interest without any fees - my current business account with a national bank charges me $16 a month, although the business doesnt make a lot right now and I dont get any interest. iThink Financial definitely offered the best deal possible. Although I didnt switch right away, Betsy faithfully followed up and started a savings account with only $5 to be able to be a part of the credit union. I had to wait a little to see her, but thats what I have to do at my regular bank as well. No problem with this bank so far.

Briseli Raya Vivien is Absolutely Amazingz She is the loans officer And was extremely patient with me and helped me through the whole process without complaining, not once.

Kelly Freeman Natalia and Robin were so patient and kind with my grandmother they explained everything to her and helped her with everything. She 80 and has lots of questions as he loved sitting and talking to them and next month she will be bringing them some home made strawberry jam cause they made her feel at home we hat a great company we found to help her out thanks you to wonderful ladys

Jessica Mishali Mike Maynes and his team are extremely professional, trustworthy, experienced and kind. Their attention to detail makes Tortuga Financial stand out in the industry. I highly recommend Mike Maynes and his team.

Ken My wife and I have been using this firm before they moved from Woodbury to Melville. We started with them in 2013 mainly because they are fiduciaries and only charge a percentage of our portfolio. There are only 3 people at the Melville office and all have been together since before we started in 2013. The firm has joined the “Wealth Enhancement Group” to access more financial resources. They have kept us well informed via Emails, phone calls and information progress meetings in their offices. Needless to say we have both been very happy using them.

Elilzabeth Haeussler Shawn has been my financial advisor for several years. I have known him for a long time. He provides excellent personal financial advice and service which he customizes for my financial situation. I would recommend Shawn even if you are not resident in the Pensacola area.

Dr. Melissa Harmon From the very beginning I’ve had an excellent experience working with Chris Schultz from Modern Woodmen. From the very first consultation, he took the time to understand my financial goals and provided clear, personalized advice that truly made a difference. His expertise, professionalism, and attention to detail gives me confidence in my financial future. I appreciate his transparency and patience in answering all my questions. I Highly recommend Chris to anyone looking for an ethical, trustworthy, and knowledgeable financial planner.