Clearlake Financial Corporation - Davie (FL)

Shawn Pilato Joe is wonderful. Always there and so knowledgeable. Mark and Shawn Pilato

S C I switched to CWA in October of 2022 after having my investments handled by another large investment firm. I have found CWA to be an excellent fiduciary. Like most firms, they have different portfolios that you can choose from that matches your investment tolerance for risk. I have been very impressed with my financial advisor and the investment team.

RALPH HUGHES I had the pleasure of working with LaTranda Daniels at DGM Financials, and I couldnt be more impressed with her service. From the moment our consultation began, she was warm, welcoming, and highly professional. LaTrandas meticulous attention to detail and dedication to her craft truly set her apart. She worked diligently to provide me with the best financial guidance possible, ensuring that every aspect of my needs was addressed with care and precision. It is evident that she takes great pride in delivering top-notch service and genuinely cares about her clients success. LaTranda has earned a loyal customer, and I will definitely be recommending her to anyone in need of a financial services professional who is committed, thorough, and tireless in her efforts to ensure client satisfaction. If youre looking for someone who goes above and beyond, look no further—LaTranda is the one you can trust!

John Howe Check Ashley’s tax service has been doing my taxes for over 11 years. Every time I go there, I feel like family and they r so professional Now she even has an app where you don’t even need to go to her office And that’s great cause I moved out of state. Thanks guys John