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Finance Advising reviews in Clearwater

  • A
    Thoughtful Advisors
    Gary LoDuca has been handling our financial planning needs for the past 7 years and has done an excellent job. He has helped us prepare for retirement and is now guiding us through the transition from working to retirement and how to efficiently utilize the resources we have accumulated during our careers. When he founded Thoughtful Wealth Management we decided to continue with Mr. LoDuca as our financial advisor/planner - as his business model focused specifically on our needs as we entered into retirement. He has always provided these services using a very knowledgeable, practical approach delivered in a positive, personable and straightforward manner.
    - Robert K.
  • A
    The Fixed Annuity Store
    I have relied on John for many years to handle my investments.  He is extremely honest and hardworking.  I feel like he is always watching out for my best interest with my investments.  He focuses on my goals and not his own.  If you need a place to put your retirement funds, or to start investing for retirement, and you want true personalized service, I highly recommend calling John Monte.
    - Marilyn K.
  • A
    Ameriprise Financial Inc
    Yanick is very knowledgeable, professional and friendly. She has a great education background, and is wonderful to work with. She performed the evaluation, gave me all the facts in a beautiful binder that shows where we're starting from. Then, I get regular updates to show where we're going. She's a joy to work with and returns calls and answers questions quickly.
    - DALLA J.
  • A
    AMERICAN EXPRESS FINANCIAL ADVISORS INC
    HE HAS WORKED CLOSELY WITH US AND HAS PROVEN TO BE VERY CAPABLE, HONEST, AND TRUSTWORTHY. HE WORKS IN CONJUNCTION WITH AMERICAN EXPRESS FINANCIAL ADVISORS, INC. AND IDS LIFE INSURANCE COMPANY, HOWEVER HE IS AN INDEPENDENT ADVISOR.
    - J S.
  • A
    Harwood Financial Group
    unknown
    - Gloria C.
  • A
    KAHN FINANCIAL GROUP
    unknown
    - GILDA B.
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Financial Advisors in Clearwater

Companies below are listed in alphabetical order.

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