Top 15 Financial Advisors in Clearwater, FL

Scot Collins Reuben Bryant was extremely helpful and friendly. He made our experience wonderful. The facility was lovely.

Gregory Schwaid Dave is highly recommended. He always goes above and beyond to help me accomplish my financial goals.

Linda Ferguson Really impressed with the level of care and attention UFC has given to my financial needs. I cant say enough good things about everyone I have worked with there.

K B Jake is a fountain of knowledge! He is patient when explaining the market to me and I never feel pressured to make any moves. I can tell he truly cares about what is best for me and respects the decisions I want to make. He’s the only advisor I trust and would recommend to anyone!

Michael Niederbrach Very professional and straightforward. Coming from a person that is not great at finances and does not know much about investing or saving, he made it extremely easy and was great at explaining everything. He is always available and responds quickly to any question I may have. Highly recommend!

J Anthony Courtney was absolutely wonderful! Educated me on all my options. Call me what was what she’s an huge ! asset to your company.

Karyn Morgan My experience with Chuck Chucri as my financial planner has been amazing! His knowledge and expertise is top notch! I highly recommend him to manage your investments! Chuck treats his clients with the utmost respect, and is always available for your every question and concern. His guidance has grown my investments exponentially. He treats you as family, and in todays world, that speaks volumes! Thank you and your beautiful family for all you do! I look forward to many years of collaboration!

Blake Goodman I can’t say enough great things about Amber and the team at Laake Financial. Everyone there is professional, responsive, and incredibly knowledgeable and always willing to take the time to help me help me truly understand the homeowners, flood, and auto insurance coverages available, which has saved me considerable time and stress. When having to go through a claim for the first time Amber really went above and beyond to help clear the path for us to make the process run smoothly. If you’re looking for a trustworthy and dedicated insurance agent who takes your best interest to heart, I highly recommend Laake Financial.

Richard Cerniglia Bob has been my Financial Advisor for ten years. In that time I have Consistently earned higher than normal market returns. Bob treats all of his clients like family. When we get together to discuss my future, he always spends extra time with me. Making sure I am educated on every financial option available to me. After having three past financial advisors with others companies, so fortunate to have been referred to Bob at Edward Jones years ago!

Trelisha Knox They are the best to deal with!

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...

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.

Deb Tracy Wonderful experience

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!!!