Keywords: establishment,finance,insurance_agency,point_of_interest

Clear View Financial Services, LLC - Punta Gorda (FL)

Address: 🏡 223 Taylor St Suite 121, Punta Gorda, FL 33950
Phone : +1 (941) 206-8500

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJu2i_4c6r3IgRDNj0YXgOZLo

Others Near Punta Gorda,FL

  • Top 15 Financial Advisors in Punta Gorda, FL

    09-2025 Clear View Financial Services, LLC in Top 15 Financial Advisors in Punta Gorda, FL
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    nanci wadsworth: Arthur knows the codes and did an excellent job with our tax prep!
    Edward Jones - Financial Advisor: Kristin Cardona, AAMS® - Punta Gorda
    Anne DiNapoli: Absolutely love working with Kristin! She is knowledgeable, trustworthy, and truly has my familys best interests at heart. She takes the time to understand our goals and provides clear, strategic advice. Highly recommend for anyone looking for expert financial guidance.
    ALTRUS Investment Services - Punta Gorda
    Margaret Rand: Do yourself a favor by making an appointment at Altrus Investment Services in Punta Gorda, FL. Sommer ONeil and Bradley Teets are both experts in their field. You will have peace of mind knowing they have your best interests in mind at all times. You wont regret it!
    Horizon Advisors - Ameriprise Financial Services, LLC - Punta Gorda
    Edward Jones - Financial Advisor: Adam Cummings, CFP®|CRPC™ - Punta Gorda
    Patrice Merritt: Adam has been my financial advisor for six years. He has never steered me wrong and always teaches me something new when I visit his office. This is what financial management look like.
    Edward M Dancek - Financial Advisor, Ameriprise Financial Services, LLC - Punta Gorda
    Edward M Dancek - Financial Advisor, Ameriprise Financial Services, LLC
    Edward Jones - Financial Advisor: Timothy A Meyer, CFP®|CPWA®|CIMA® - Punta Gorda
    Matthew Indy: I wanted to take a moment and thank both Tim, his staff, and family for all of the work they have done for us over the years. Tim himself is incredibly knowledgeable when it comes to wealth management strategies and I have appreciated his continued commitment to receiving additional certifications to be a cut above the regular financial adviser. Tim is very good about answering questions I have, keeping me apprised of market updates, and holding hands through market corrections. His staff, particularly Carol, has always been good about communicating with us when updates need to happen. When I drag my feet to reply, shes good about help keeping me reminded of things so that everything works smoothly. And I mention the family because not only am I privileged to know both Tim and his wife Tiffany personally from back in college (dont ask me to admit how long ago that was), I know of all the hard work she too puts in to her clients happiness -- like that delicious lasagna brought into the office and also how she too had/has her series 6/7 licensing and worked with the firm. Long story short, if you are looking for a place to have your money managed, this is the place to do it.
    James Levell - Punta Gorda
    Edward Jones - Financial Advisor: Nicholas M Nemec - Punta Gorda
    Alisha Allen: Nick is the most ethical and considerate Advisor I know. When I brought my portfolio over from another Advisor, he had no problem telling me it was already performing well and recommended no changes at the time, because his interests are for his clients goals and not for himself. When the 2020 market correction happened, he saw it as an opportunity and made recommendations for me that have since tripled in value. He is easy to talk to, explains things in a way for clients to understand and listens to questions or concerns. He tailors solutions around goals I have for me and my family, and firmly believe he would do just that for you. I would recommend him to anyone seeking a licensed and knowledgeable Financial Advisor.
    Oscar Tapia - Financial Advisor, Ameriprise Financial Services, LLC - Punta Gorda
    Chris Hulbert: Slow response, really needs to get his act together. I would highly recommend finding someone else!