We believe happy clients are our best assets. At Clear View Financial Services, you'll find us:
We understand we might be the most important advisor at this stage of your life. We're managing your money, after all. We're honored that you chose us to do so, and we're available when you need us.
We may not be big, but we have powerful financial platforms available to us. And we've been in business for decades, so we have seen a lot.
We don't hard sell anything. We want to work with you for the long term. We manage your money like we would for our own family.
We're down-to-earth people. We like blue jeans and barbecues. We're not a giant operation. Every client is valuable to us. We don't treat any client differently based on their portfolio.
We're a dedicated team of wealth management specialists with over 50 years' combined experience. We've seen up markets, down markets and everything in between.
We're also just ordinary people, living and working in Charlotte County. We don't think of ourselves as number crunchers; we're in the helping business. We love what we do, and who we do it for.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Senior Financial Advisor