UBS Financial Services Inc. - Clearwater (FL)

Albina Petiprin Outstanding customer service. Second to none. Dana rocks with customer service and knowledge with helping secure my loan I applied for. Absolutely awesome financial support at Mariner financial.

Jan Brandi Working with Deidre Fernald, CFP® has been a life-changing experience for both my fiancé and me. We came to her for help with budgeting, debt management, and marriage financial counseling, and what we found was so much more than just a certified financial planner — we found a guide, a supporter, and someone who genuinely cares. Deidre’s approach is so kind, gentle, and understanding, and somehow, even during deep financial discussions, we find ourselves laughing and feeling closer as a couple. We used to struggle with communicating about money — it was a real source of stress. But Deidre helped us break through that. Thanks to her, we now have a stronger financial foundation and a stronger relationship. If you’re looking for financial planning in Clearwater, someone who understands both the numbers and the emotional side of money, Deidre Fernald is the one. She’s helped us create a plan that works, brought peace to our home, and I truly can’t wait to see what another year under her guidance brings. Highly recommend her for budgeting for couples, marriage financial counseling, and anyone wanting to grow both their wealth and their connection.

Janay Troutman Devin Richard and staff at Frontline has been instrumental in helping us plan for our future. They are incredibly personable and easy to talk to, while also maintaining a high level of professionalism. We always feel heard and understood, and appreciate how they keep our long-term goals in focus. Excellent service all around!

Criseyda Hill Heather was the best helping me out!