Clarity Financial Design - Winter Park (FL)

Priscilla Nunez I have been doing my taxes with John for the past 15 years. He is upfront, professional, and his staff is knowledge and friendly. His prices are reasonable and the location isnt hard to find. Hes awesome wouldnt take my taxes anywhere else.

Tammy Lovett They are awesome. Willing to help with what ever they can. A very professional and caring team. I am so lucky to have them as my accountants.

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

Josh Blum Bill is great! He knows what he’s talking about and even more important to me he can explain it in a way that you can understand. It means I can trust him to do the right thing.

Steven Van Wie This site has the wrong address on it, and it comes up first in a Google Search. The correct address is: 5200 Belfort Road, Suite 410, Jacksonville, FL 32256. Phone number is correct. Can someone please tell us how to get this changed?

George Mallory I’m incredibly grateful to Richard for helping make my home purchase possible. While the process of buying a home can be complex, my lending team stepped up when it mattered most and ensured everything came together smoothly. There were moments where timing was critical, and my loan officer really delivered—communicating clearly, coordinating with the right people, and making sure every detail was handled. Their efforts were a key part of what kept the deal on track, especially during the final stages. Thanks to their dedication and follow-through, I was able to close on the home I wanted. I truly appreciate their professionalism and support, and I would recommend them to anyone looking for a team that gets results when it counts.

Shecara Jones Hanna and Jennifer had extremely great customer service today and every other time that I have had to visit the branch. They both were willing to do the extra mile.

Sam Max Opened an account today. A young man named Dustin assisted me, he was professional, knowledgeable and personable. I left with the knowledge I needed and it was a pleasant experience. Overall I was very impressed with his service.