Clarity Financial Design - Winter Park (FL)

Catherine Clark Noel Hardwick has been with Truist for 15 years. I have found her to be extremely personable since I met her at the Hobe Sound branch. She is now in Port Salerno where her professionalism has developed and matured. She has been instrumental with handling problems that I encountered with my mother being scammed. I always look forward to seeing her smiling face. She is an asset to your bank. Thank you Nicole for all you do regarding my accounts.

mike freeman I have been trying to close my late husbands account since the 11th of May. The amount of documentation that I had to do my snail mais ridiculous. I still dont have the money from his account and I closed all his other business dealings weeks ago. If anybody reads this I would recommend that you never ever ever do business with anybody related to this company or any of its subsidiaries.

Rose McCarter Julie has been doing our taxes for 10 yrs. She is thorough and detailed. I cant imagine anyone else taking care of us the way she has. They are really busy so I always get my documents to her as soon as I have them. Thank you for the great service Dale and Rose

John Brackett Courtnie is a very knowledgeable Financial Adviser and down to earth person.You always feel confortable sitting down and discussing your account and options you have with her.She always ensures that everything is explained and answers all your questions step by step prior to you leaving her office. She leaves no stone unturned which confirms you made the right choice by choosing her as your Financial Adviser. If you are looking for someone who has your best interest and ensures your part of the decision making process then I HIGHLY recommend Courtnie for the job.

Armani C Lily at Credex Auto Title Loans Osceola was amazing! She made the whole title loan process quick and easy. Super friendly, professional, and explained everything clearly. Highly recommend!

Yitzchak Khaimov I had the pleasure of speaking with Cary, and I can’t say enough good things about the experience. From the start, Cary made me feel comfortable and heard. He took the time to really understand my financial goals and concerns, and explained everything in a way that felt clear and approachable — no pressure, no jargon, just honest and thoughtful advice. What stood out most was how genuine he was. You can tell Cary truly cares about the people he works with, and that means a lot in a world where financial conversations can often feel intimidating. I walked away from our call feeling more confident, more informed, and grateful to have had the conversation. Highly recommend Cary to anyone looking for a financial advisor who’s not only knowledgeable, but truly kind and trustworthy.

Jessica Dewing This is my first time working with a Financial Advisor and Mitch has been absolutely wonderful to work with. Beside being a pleasure to talk with, Mitch has done a fantastic job with my IRA and 401K. Ive told my friends and family how they are missing out by not working with FFA. I highly recommend giving them a try. Its not a scary, stuffy experience that one might expect. Help make your money work harder by working with this team!