LEWIN & ASSOCIATES, Inc. - Clearwater (FL)

Cherilyn MacAdam I recently visited Frank Reynolds and Company and was greeted with a sense of comfort. I felt as though I was apart of family even though I just met them. Frank Reynolds (CEO) was very personable and helpful. This is not something you get from other CEOs of companies. Michelle greeted me with a smile and I felt as if I knew her for decades. I would recommend this company if financial stability is what your looking for.

Kevin Mears They were helpful

Stephanie Crosby HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!

Scott Campbell, II Very helpful and professional. Would recommend for Personal tax filing as well as corperate returns. They have been in business many years and offer a valuable in depth knowledge to the tax filing process.

Lee Ann Davis The staff here is great.

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

Kevin Docherty Brian A. was able to develop a financial plan, that allowed me to meet all of my goals within 4 years. SRG is 5 Star all the way!

Matt Harris Caleb is an excellent man of great character. Have genuinely enjoyed getting to know him and work with him. I have high confidence that you can trust him to work in your best interest as well.

Dixie Davies Great advisor with deep knowledge and experience in planning