Clear Financial Co - Clearwater (FL)

P J. My parents have invested with Dave Gamblin for over 25 years and now I am as well. Im very happy with the investment Ive made with Dave. Hes quick to help and answer all my questions patiently, because its very confusing sometimes. So thanks to Dave and the friendly team at Morgan Stanley. Sincerely- Amanda Spector

Sheila Higdon Love the ladies here! Once they spent an hour trying to help me find a cheaper auto insurance quote, they are very friendly helpful people. Always welcome you with a smile and always go above and beyond for you

Jim Leblanc Thanks to Michael, i am about to close on my dream home! He was refered to me by Dimarco accounting services. He has gone completely out of his way to get me the best rate possible for my situation. Cant wait to see what he can do for my retirement portfolio. Thank you Mike!

Delaney Mathews The Tampa office of Oxford Advisory Group exceeded my expectations. I appreciated how attentive and knowledgeable their advisors were—especially when it came to navigating market changes and securing my future. They made a complex process feel simple and gave me peace of mind. Great team and solid service!

Winston Ward I want to recognize Alicia for her outstanding service. She is always responsive, caring, and attentive to detail. What stands out is how she listens with genuine understanding and makes every visit feel important. As a young business owner, I appreciate her professionalism and how she goes above and beyond to make banking stress-free. It gives me confidence knowing that whenever I walk in, I’m greeted by her friendly smile and excellent service.

Elizabeth Gonzalez Yasnery rodriguez, sonia Guzman, & maria marines were the best in helping me out! Amazing customer service and very helpful in the whole process. I will definitely be coming back to this advance america. Thank you so much!

Madison Oliver We cant enough great things about Trina! She has helped us build our financial plan and actually understand it to where it makes us excited to have our meetings. She is extremely responsive, thorough and not pushy whatsoever. Any time weve had a life event, shes helped to reshape our goals and show us how to get back on track. Highly recommend!

Ronna Nuzum I am extremely pleased to be a member of Scheirer Wealth Management. During the COVID-19 crisis, Andrew called me to keep me updated on market issues and my retirement account. Due to his management skills, I was pleased to learn I had not lost a single cent during the market downfall. I was quite impressed as to what great foresight Andrew has regarding the market and the wise choices he makes with the investments. Andrew’s knowledge of the market is astounding and I feel very fortunate and gratuitous to be a member of Scheirer Wealth Management.

Elizabeth Jepson Nancy is a truly superb advisor. She is extremely knowledgeable, as well as being an excellent listener. Its clear that she takes our concerns and risk tolerance into account. She makes time to explain our investment plan and answers our questions thoroughly. We are very thankful that she was recommended to us as an advisor!