Keywords: establishment,finance,point_of_interest

Deidre Fernald, CFP® - Clearwater (FL)

Address: 🏡 2627 McCormick Dr #101a, Clearwater, FL 33759
Phone : +1 (813) 550-2133

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJDd5W1lrxwogRQwypyQ7nZAc

Others Near Clearwater,FL

Sabal Financial Services - Clearwater
Kyle Parry: Friendly customer service and affordable coverage options. Great group of representatives , I highly recommend Sabal to handle all of your insurance needs.
GTE Financial Credit Union - Clearwater
Cari Hedrick: Just moved to Florida and opened this account to establish residency.I opened it July 16th and havent received the ATM Card yet, today is August 15 th. I asked for my statement to be mailed it wasnt and when I called i got told I was enrolled in online. I didnt enroll into anything online. I wanted mail to have verification of my address. Thankfully, I kept my bank in Georgia and they helped me. You people can GO POUND SAND. ILL PUT MY GD MONEY IN A MASON JAR.
Riviera Finance - Clearwater
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!!
Dale Emerick - UBS Financial Services Inc. - Clearwater
Stifel - Clearwater
Gerard Kelly: I have been a client for the past decade, very respectful and responsive. I also appreciate that they turned me on to the wealth tracker app, very user friendly. I will be sticking with these guys for a while
Sterling Bridge Financial Group - Palm Harbor
Jennifer Lechner: Wonderful team of professionals that are knowledgeable, efficient, patient, personable, honest, and strategic. Anthony and Frank along with Brittany, Jeff and Jimmy will have your best interest in mind when investing and planning your hard-earned money. My husband and I left our last planner due to concerns we had; and after meeting with this team, we realized she invested our money based on her commissions and her interests. We highly recommend this financial planning group. They will make you feel like you are part of the family.
Coastal Wealth - Clearwater - Clearwater
nic evers: Great ice cream
1st Financial, Inc. - Clearwater
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!
Salerno Financial Group - Clearwater
GTE Financial Credit Union - Clearwater
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!!!