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

Lis Ber They send unsolicited mail offering loans for secured rates. They do not stick with the offered rates. They then will have at the minimum, 4 different companies calling you trying to get you to let them run your credit as well. Oh and for the record, you will have to file a dispute against Prudent and their affiliates because they will place hard hits on your credit file even though they say that they wont. I will assume that this is a secondary lender that preys on people with poor credit but I cant imagine that there are not better and more ethical companies out there, no matter your circumstances. These people should be fined multiple times and investigated by the Consumer Financial Protection Bureau everytime they do this to someone. You can report them online.

Dennis Fitzsimmons Great bank to do business with. Personnel are super nice and helpful. Gives you the small town banking feel of old, but modern and up to date on all banking needs.

Phil Carroll Brandi Howard was extremely professional guiding me though a difficult heloc loan. We had several hurdles but Brandi was there the entire way.

Chase Brown 10x

Tom Turowski Great people, great accountants. They understand the twisted tangled terms imposed by the gov’t and can untangle them to your benefit to the limits of the law!

Mark Clayman We are long time clients of Osgood & Associates (15+ years) and we would highly recommend them as financial advisors. We have received excellent financial recommendations for our portfolio based on our risk tolerance, personal goals & retirement goals. In addition, their entire team provides great client service and follow-up to our requests.

Yadian Menendez Rosales Great knowledge and service!!! 100% Recommend.

Bradford Bateman I highly recommend Northrop Financial Group. Their professionalism is astounding and has been obvious from my initial consultation with Shane and Meghan. They have helped me convert my business from sole proprietor to S Corp and have made me aware of the benefits of doing so. I have had several questions along the way and Meghan has been very responsive and has always taken the time to answer my questions to my understanding. As a Realtor®, it has been difficult for me to maintain my bookkeeping throughout the year and burdensome come tax time, that is until I started working with Northrop Financial Group. Now, Meghan makes things very easy for me and maintains all of my records. I am now able to focus more on my income generating activities and continue to build my business. I am very grateful for the services Northrop Financial Group offers and for the customer service that I receive. Thank you!

Cheryl Kennedy Title: Exceptional Financial Advisor Rating: ⭐⭐⭐⭐⭐ (5/5) I cannot express how fortunate I am to have Renae Aiple as my financial advisor. Renae is a true asset to anyone seeking financial guidance, and I wholeheartedly recommend her services. She never makes me feel like my questions are insignificant, and she certainly doesnt talk over my head with financial jargon. Instead, Renae takes the time to patiently explain concepts until I fully grasp them. She is proactive in keeping me updated on my investments and financial progress, ensuring that Im well-informed every step of the way.