Coastal Financial Partners - Clearwater (FL)

Brian Peterson Before working with David, I thought I would never be able to retire, since previous financial planners took little interest in guiding me in the right direction. If you didnt have at least $500k in investments, they wouldnt "waste their time". David helped me set a workable retirement goal and put a plan together that enabled me to retire in July of 2024. He understands the market, how to make money with what you have, and how to set up the best plan for his clients. Highly recommend him for anyone who is serious about building wealth for the future! Do not put it off, call him today!

Ray Strickland Namey Financial provides the insight and personal care I need to manage the financial resources God entrusts to me and to my family.

Elizabeth Wilkinson Laraine Schultz has been our financial advisor for years and done very well for us. She listens, gives her advise , and we make all decisions together.

Angela Logan Reached out to this company after reading a great review on Reddit. Was able to speak with a LIVE person and not asked to give any personal information. Several texts and a phone call with Scott, who was kind and thorough in explaining options for an RV loan. Appreciated he was not interested in "selling" to me but rather interested in helping me find the best loan for me. I would definitely call them again if in the market for a loan. They certainly have the customer at the forefront. Even the LIVE receptionist was a sweetheart!!

valoree Lupe was great. My taxes were lower than ever. I will be return in NG to Block Advisors on Atlantic in Pompano Beach,, FL. Valoree R.

Diego Parraga Earlier this year, my business in Miami hit a wall. I had taken out multiple MCA loans to cover different costs and payroll during a slow season, but things spiraled quickly. The daily withdrawals drained our cash flow, and I started falling behind on everything, from rent to fuel costs. I was overwhelmed, losing hope, and seriously considering filing for bankruptcy. That’s when I found Freedom Finance Solutions. From the very first call, they treated me with respect and zero judgment. They explained everything clearly, step by step, and didn’t sugarcoat the situation. What stood out was how fast they moved, within a few weeks, they negotiated with my lenders, reduced the total I owed, and put a stop to the daily deductions. That gave me the breathing room I desperately needed. Thanks to Freedom, I didn’t have to shut down. We’re now heading into summer fully staffed and back on track. If you’re feeling trapped by MCA loans, don’t wait, these folks genuinely know what they’re doing and they care.