Fidelity Investments - Clearwater (FL)

Heather Wheeler I have been so pleased with Cathy and her services for over 10 years!! She the best!!

Stacy Burke The one at this location works fine, however I have lost $40 with your machine elsewhere. When it gets jammed.

Moises Gonzalez We want to take a moment to express our appreciation for the exceptional service provided by Shubert and the entire team at 1847Financial. From the beginning of our partnership, Shubert has consistently demonstrated expertise, professionalism, and a genuine commitment to our financial well-being. He takes the time to break down complex financial concepts into clear, understandable terms and is always available to answer any questions. Additionally, he proactively explores various scenarios with us, ensuring we have the knowledge and confidence to make well-informed decisions. His dedication and support have been invaluable, and we look forward to continuing our collaboration.

Linda Tyler Employees are always so polite and helpful. They are willing to go the extra mile in customer service. Thank you.

Leonardo Luna Ivan is a knowledgeable and experienced professional who will take the time to sit down and first and foremost become your friend and trusted adviser, understand your needs, ask the right questions and finally come up with the right solution for you. Its a completely different story when you sit with someone trying to fit their product to you, as opposed to Ivanhoe who will find go out and prepare the right strategy for you with the ingredients that best fit your goals.

Jean Perry John has been my familys stock broker since early 1980s. He, Ken and Melanie are easy to work with. They streamline transactions and are honest and trustworthy. Im thankful for their help in transitioning inherited stocks.

Crystal Attas Maxine and Jessica have been such a big help! I just moved back to FL and they made switching banks and setting up a savings account for my newborn so seamless and stress free. They are both personable, friendly, and the office is very professional. Highly recommend!

Yudi Rodriguez We had the pleasure of working with Candice Day at Simplifi Home Loans as part of our new construction purchase—she was the builder’s preferred lender, and we are so glad we chose to work with her! From the start of the build process, Candice stayed on top of everything. She gathered all the necessary information up front for our initial qualification and kept her file updated. When the builder unexpectedly expedited our closing toward the end, Candice didn’t miss a beat—she was ready and made sure everything went smoothly. Thank you, Candice, for your professionalism, responsiveness, and attention to detail! And also, thank you for the beautiful personalized board—we’ve already enjoyed a few wine and charcuterie nights with it.