Clear View Financial Services, LLC - Punta Gorda (FL)

Chris Sutherland Our family came to Sunrise Wealth Advisors a few years ago because we wanted to be certain we were doing everything possible to make the most out of our (eventual) retirement. Not only did our personal advisor, Nick, walk us through everything we wanted to know, he took the time to find out about our interests and values because we told him it was important to us to invest in companies we believed in. He has taken everything weve ever talked about into account and made absolutely amazing investment decisions for us ... our portfolio has absolutely blossomed! The entire team has been welcoming and helpful to an unparalleled degree. We couldnt be more pleased with having chosen Sunrise Wealth Advisors for planning our future!

Donny Felix Great a service, cares for client!

Treasure Vest Working with Keith and his Team at 8 Flags Home Loans has been a true pleasure from start to finish. Keith took his time with us and made sure we got the best loan for our needs. The process was very quick, with no issues. Keith and his team were easy to reach, and always willing to go the extra mile. I would highly recommend 8 Flags Home Loans to anyone I know. Thank you Keith for all of your hard work and dedication to myself and my husband throughout this process!

Jeff Boston Chris Hudson and their staff are what’s up. Sincerity, friendliness, and transparency show their on your side. Have been with them for years . I highly recommend this financial advisor.

bobby smith FDR has helped me get to where I need and feel comfortable. Many different venues for investment with good advice.

Pamela White Worst experience Ive ever had with a mortgage company! This company is a scam. You can not call the company in West Palm Beach

Mike Evans Jessica was amazing she helped me figure out that I was paying for two different policies on the same vehicle for over a year and was able to get that policy canceled and get me a refund for that policy over 1,000 bucks. she also was able to save me over 100 bucks a month on my current insurance. I will recommend Newport insurance to all my friends and family. and to anyone who wants great service go see Jessica you won’t be disappointed. Thanks Jessica.

Eustis Sign Co Great adviser and very helpful in making financial decisions. Very professional and honest.

Zakariah Dorman Taja Dorsey at the Gulf to Bay location was the best person I could have spoken with! Truly amazing employee and deserves a raise! Thank you for all the help!!!