Broker Check

“Retirement is wonderful if you have two essentials – much to live on and much to live for.”

Our Financial Services

We take a comprehensive approach when providing appropriate financial solutions, and for most of our clients, we focus on these key services:

Investment Management

  • Portfolio Analysis
  • Investment Selection
  • Performance Review
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Retirement Planning

  • Saving for Retirement
  • Paying for Education
  • Living in Retirement
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  • Generating Income
  • Focusing on Dividends
  • Opportunity for Growth
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Welcome to Clear View Financial Services, LLC

Clear View Financial Services, LLC is an independent financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow, and conserve your wealth by delivering what we believe to be an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 941-206-8500. We look forward to hearing from you.

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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