Upright Financial Group - Clearwater (FL)

Tom Vihn has been our trusted advisor for decades. To say Vihn is a wonderful advisor doesnt do justice. Vihn is a partner helping us achieve our financial goals. He spends time to explain everything to us and does not pressure us into a particular decision. I am now retiring. My wife and I are 100% debt free. Vihn has helped us ensure we will be able to do all that we wanted in retirement and will never have to worry about money. It is really good to know that after a lifetime of work we can enjoy life now with little worries at all.

ax haddad The services provided by Liz Baker and Joel Marquez at Voyage Retirement Solutions has been above and beyond exemplary. Voyage came highly recommended by a colleague and after working with Liz for the last few years I can honestly say that she has made an incredibly positive impact on my life. She is a top notch advisor who combines savvy financial knowledge with genuine humanity and compassion. Joel’s expertise in Medicare and health insurance is unsurpassed. He is both conscientious and caring with his research and advice. Contacting Liz and Joel at Voyage has been the absolute best financial decision I’ve made leading into retirement.

Melissa Sherk-Keech Sarasota Realtor I have had an amazing experience working with Corey Sherk in Bradenton Florida. He has taken the time to understand my financial goals and is always happy to explain in depth anything I have questions on. No confusing jargon- just solid advice and smart strategies that make me feel confident about my future. If you are looking for a financial advisor who is approachable, knowledgeable and genuinely cares about your financial future, he is the one to call.

Kathy Lemasters A shout out to Kayla McSwain for her incredible work on our home and auto insurance. Kayla has gone the extra MILES for us in getting the best coverage for the money for our beach home and auto. She explores multiple options and is very good at explaining the details to people like myself who do not deal with insurance on a daily basis. (My husband who is an attorney and understands this well gives Kayla an A+!) Kayla is easy to talk to and a great listener which makes these complicated decisions easier. She returns calls and emails promptly. We truly appreciate her dedication to her clients, us and were sure many more, for getting us covered! Insurance is not easy to get or keep these days, especially in Florida, and we feel fortunate to have Kayla to help us!

Lis Ber They send unsolicited mail offering loans for secured rates. They do not stick with the offered rates. They then will have at the minimum, 4 different companies calling you trying to get you to let them run your credit as well. Oh and for the record, you will have to file a dispute against Prudent and their affiliates because they will place hard hits on your credit file even though they say that they wont. I will assume that this is a secondary lender that preys on people with poor credit but I cant imagine that there are not better and more ethical companies out there, no matter your circumstances. These people should be fined multiple times and investigated by the Consumer Financial Protection Bureau everytime they do this to someone. You can report them online.

Josephine Mallory I received excellent customer service at Mariner Financial. Tristan was very professional. I highly recommend Mariner Finance for your financial needs. The staff Brittney Alan and Tristan are a great team and handle your needs as quickly as possible. I rate them five-star review