Safe Harbor Financial Advisors - Clearwater (FL)

Kimberly Welborn Lorri Lammie was awesome. Everything was done in no time and with out a headache. I go every year and gladly pay the fee so I have one less thing to stress over. As always very happy with my refund amount.

David Toback I give Lauren my highest possible recommendation. I refer my clients to her whenever I can. She provides outstanding, comprehensive financial advice and always has her clients best interests in mind. She has over twenty years experience and guides her clients through the good and bad financial times.

Marissa Zechinato I had a wonderful time coming to Infinity Tax and Financial Planning. Kathleen is so kind and genuine and offered me all the assistance I needed. I had fun getting into an unexpected conversation about music with the team while my rather complicated (freelance musician) tax return was being handled. They charged me a very reasonable amount. I will definitely be coming back here.

Stephen Lombardi Not only does Tom Davies know how to take care of your assets and plan for your future, he himself is an asset to have on your side. His wealth of knowledge and information is invaluable, and I am always amazed by his tips and insights into the financial world. Highly recommend.

Norm Reynolds We highly recommend Security Financial Management. We have been with Mike Allen for many years. He has seen us through our working years and transitioned us into retirement. Mike and the team really take an interest in us as clients, communicate very well, and look our for our best interests. 5* communication with this group.

Ross Statham My experiences over the last 18 months have been great. Very attentive staff. Best car loan rate we found around, as well as great online banking. Not the best location (eastern edge of town) but if we need to use the ATM their other location is excellent. Otherwise we bank online.