Safe Harbor Financial Advisors - Clearwater (FL)

JoAnn Roy Ed Hickey has provided financial services to my family members and myself for more than 20 years! His knowledge and expertise have served us well, and beyond our expectations. Ed is always available to answer questions and to consult with, and he has our complete trust and confidence. I highly recommend him for whatever your financial circumstances are. Also want to acknowledge Josie Edmonds who works along side Ed and has been a wonderful confidant!

Meg The branch closest to me was swamped so I decided to drive to this one. I was a little hesitant due ti the reviews but they were actually super nice! Maybe it’s the morning shift, as I went at 10:30, but the employees were polite, knew the customers ahead of me by name, and were talking about thanksgiving plans. No issues here!

Dean Schreiner Vertich & Uhler are a full service investment and advisory firm. They personally, Corey and Tom, are there for you and your family. I have been a client of theirs since 2014 and have never looked back. Their advice and interaction has been spot on. They have navigated myself and my family through some very interesting challenges and have always been up front, honest and dependable. They are progressive thinkers and are always looking to the future as to what is best for your situation. The team and the staff have always been responsive and seem to be able to handle any situation thrown their way. I highly recommend their firm and I am looking forward to many more satisfied years as one of their clients.

Elaine B There are many times when Cristian came to my rescue. Other than being professional and courteous, he really goes the distance for customers. One time, he came out to help me make a deposit at the ATM at the front, another time, he walked me through how to make a wire transfer. That’s why this is my favorite BOA branch!

Criseyda Hill Heather was the best helping me out!

Diane Swindler I spoke with Rob, he actively listened and was the only person in all my MidFlorida years as a customer who actually helped me and didnt stick to the script. You need more employees who actually cares about people. If you havent given him a raise you need to. He saved my life.