Clearlake Financial Corporation - Davie (FL)

Buddy Baumann I’ve worked with Eric over the last 6 years. He’s been very responsive and creative with ways to diversify my investments. I’m glad to be working with the Summit Wealth Team to help secure my family’s future.

charles scheetz Knowledgeable, They care about their clients,They tailor investing plans per client

Letrice Waiters The customer service is the worse. The receptionist is rude and snotty. Came in to move My daughters 569 account. she clearly told me that I could not be seen at that office. I had to contact my service representative that was in Missouri when he finally gave me a call. They let me know that Garth could have saw me at the office also when I went back and asked her why did she tell me I could not be service and couldn’t answer any questions. She stated that her computer would not give her that information! Garth, however Was in his office, heard every detail and did not try to come out and explain what was going on very awkward. Did not know that Edward Jones had moved my account from his care to another representative So both of them were overseas of my account.No notifications nothing.

Gigi Joseph This is not the correct contact number for JBS Financial Group. A woman with an accent answers and ask alot of questions as if you have the correct number and then tells you, its a wrong number. Its a little fishy.

dorothy stark Mark is the best financial person we ever had always there to help come over as soon as we call and good investments

Kelly Testa I’ve have worked closely with Scott on several transactions, and I can wholeheartedly say that he is one of the best in the business. His creativity and hard work in finding the best solutions for our clients are truly commendable. Not only has he consistently gone above and beyond to ensure a smooth process for his clients but he has also become a trusted friend. If youre looking for a reliable lender who genuinely cares about his clients, I highly recommend Scott!