Financial Planners in Clearwater

“A coworker introduced me to Dan back in 2016. I was in my 50's and never worked with a financial advisor and wish I had met Dan much earlier. His knowledge and guidance with a a deer in the headlights new client was comforting. He answers questions with patience and makes you feel like you're his #1 client. I highly recommend watching his podcast as well!“

“Everyone here is fabulous. They do such a great job and are so kind and helpful. Worth your time to check them out and make the investment.“

“This is just an outstanding group of professionals to deal with. I have personally known Bob for over twenty years and my dad was his client prior to that. Bob and Sydney have assembled a great team of trusted professionals and advisors who provide first class service.“

“Core has been our financial advisor beginning in approximately 2010. They have performed extreemly well with all aspects of financial guidance, investing and managing our retirement assets. We highly recommend them.“