Find the Best 18 Finance services in Clearwater, FL (Part 2)

Trelisha Knox They are the best to deal with!

Pamela My financial meeting with Amy Micik exceeded my expectations! She was professional in that she asked me questions and listened to my responses. She took that information and made professional recommendations. It wasnt a cookie-cutter plan or response. She explained each recommendation and used language I could understand and relate to. She made me an actionable plan with a time frame that I felt extremely comfortable with and confident I could achieve them. If I had any uncertainty or questions, she was patient and explained everything in terms I could understand. I didnt feel rushed or pressured to commit, but left more self-assured and confident in my future! I highly recommend her for your financial needs.

nancy kaufman We appreciate the guidance and professional support of Brad and his team- the game plan created by Berg W M Group has helped us feel confident planning for our retirement - Thankyou Team!

Doug Thompson These folks are true professionals. Trust your money here...

Rachel Page Nothing but the best here. The teller(Im sorry I forgot your name) and Art were extremely helpful in getting a mess of things sorted out for us. We appreciate every bit and cant say enough! We walked in a bit stressed and they both simplified things for us- walking out at ease and super happy! Thank you.

Jim Leblanc Thanks to Michael, i am about to close on my dream home! He was refered to me by Dimarco accounting services. He has gone completely out of his way to get me the best rate possible for my situation. Cant wait to see what he can do for my retirement portfolio. Thank you Mike!

Zakariah Dorman Taja Dorsey at the Gulf to Bay location was the best person I could have spoken with! Truly amazing employee and deserves a raise! Thank you for all the help!!!

Brett Stophel Debbie did a great job on help setting one of my retirement accounts up and Dan also did a great job on setting up my business credit card.

Lee Curtis I was having a problem transferring a small amount of money into an inherited IRA. Renato M. Boac went over and above to solve my problem for me. I cant ever remember getting customer service at such a high level. Thank you!!!

Derek Stabell David and Noah are a terrific team of financial advisors and I cannot be more positive with regards to my experience with them. David has advised our family for over 10 years now. He is responsive, very talented and knows the business of investing like no one I have worked with in the past. The customer service at this Unify office is professional, prompt, friendly and down to earth.

John Toomer I have had the pleasure to work with Vince Jackson, Jeanine Estrada and Heath Hall in obtaining mortgages for mutual clients and have been impressed. Because of the way they work closely with and guide their clients, I have seen how the clients trust them every step of the way. Great group!

Nicole Gant The Cooney financial staff is amazing!! We were new clients last year and back again this year. They are welcoming, diligent and have wonderful attention to detail!! I highly recommend Cooney financial and we will be back again next year!!

David Knowlton Have enjoyed working with Brad for many years.

Luke Loewen I went to an event Dan Wendol hosted in 2016 and was very pleased with the content and Dan. The fact that it he held it at a local brewery was fun too! Weve been in touch many years since and Im very happy to be working with and knowing him. I would recommend Dolphin Financial to anyone.

Jerri Griffin Im renting will 10stars property management for a year and never rent for a more Professional rental company The employees are so professional Kristin is the best she is on top of job she makes sure the apartments stay up to par and I can say she never seen to amazed me when I need help have never let me down.Thanks Kristin for be you.

Kathleen Norflus Our company has been using Rivera Financial since October of 2012. They have been great to work with. Chris Minelli has been amazing and has been my account manager for the entire time, that rarely happens where someone is with a company at the beginning when you sign on and is still there to represent you 13 years later! In todays environment, were clients do not always pay on time which can effect your ability to operate, we are so thankful to be able to obtain funding the same day! I would highly recommend Riviera to any business owner!!

John Ferretti Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.

Yitzchak Khaimov I had the pleasure of speaking with Cary, and I can’t say enough good things about the experience. From the start, Cary made me feel comfortable and heard. He took the time to really understand my financial goals and concerns, and explained everything in a way that felt clear and approachable — no pressure, no jargon, just honest and thoughtful advice. What stood out most was how genuine he was. You can tell Cary truly cares about the people he works with, and that means a lot in a world where financial conversations can often feel intimidating. I walked away from our call feeling more confident, more informed, and grateful to have had the conversation. Highly recommend Cary to anyone looking for a financial advisor who’s not only knowledgeable, but truly kind and trustworthy.