Wells Fargo Advisors - Clearwater (FL)

Cynthia Howell My financial future just got brighter, thanks to Philip and Salom‼️

Alice Kerr David and the Treece Team are simply the best. Having just embarked on our retirement, we felt a bit nervous about how to best safeguard our nest-egg. Team Treece provides advice and recommendations tailored to our specific needs, listens to our concerns, and explains the intricacies of financial management in language easy to understand. We highly recommend this team to anyone needing a solid, experienced, and approachable financial planner.

Bonnie Douglas GreAttt

Orlando Avalos Good

S S I have the best Financial Advisor in the city! Highly ethical and a true money manager. When he moved to Wells from a different firm, approximately 95% of his clients moved with him. This in itself is a true testament to his, experience, knowledge, ability and character.

Lamarche Gage Damaris has done my taxes for the past 3years. DAS is very knowledgeable about personal and business and always provides what’s in my best interest. She is very thorough and always gets the job done in a timely manner.

B Timothy Harcourt Blue Chip Financial offers great service regarding financial options for your retirement and other future goals. I highly recommend them!

Angie McInnes Working with Jeff Nielson to ensure achieving our financial goals has been a wonderful experience. Jeff is accessible, though, and knowledgeable. He has helped us to have confidence in our plan. We appreciate Jeff’s sincere desire for our success. We highly recommend Jeff to steward your financial future.

J Johnson If you want local people providing your credit card processing call James at Merchant Management! You will reach real, local people if you have a problem and not some "tech" from overseas. They have great rates and customer service and will take cate of you and your business. Highly recommended!