Where do we start....we have known Clearview and used their professional services for decades. All of the employees are outstanding, caring and provide A-1 customer service. Eric is our advisor and he treats us like we are part of the family. Eric truly listens to your needs and will guide you in the right direction. Eric has a great deal of Honesty, Integrity and knowledge. They say it takes a village to get things done successfully, we can honestly say Eric and Clearview is a huge part of our village! read more

This group has been our financial advisors for 10+ years. Eric is knowledgeable, courteous, and very helpful. We have great confidence in his advice. He responds quickly. We have referred friends to this group and they are also happy with the advice they receive. We have regular reviews that are conducted on ZOOM , which is very convenient for us. read more

I have been a client for almost 25 years, based on a referral from a work colleague. And 25 years later I am grateful for the advice, counselling and direction that Mark and Team have provided. I have made a number of decisions in my life and this has been one of the GREAT DECISIONS !! I have not looked back nor have I had any doubt about the advice provided by Mark and team. After 25 years I have recommended Mark's team first to my family members, friends and My Church. You don't recommend a financial advisor to family and friends unless you know they will provide a great value. Lastly when you sign up for something like this you want to know the company you have chosen is equipped to handle the volatile market and trust the decisions they make will be in your best interest. Little did I know when I signed on with Clearview that Mark Phillips would be a GOOD FRIEND as well !!! If the ratings were a 10 I would rate than 20. Thanks Mark and the Clearview team !!! read more

I used to work with one of the large Brokerage firms for my investment management. I did not get the support or attention that I needed. It seemed that if you did not bring many millions of dollars to the table you were not a priority for them. I was very pleased to switch over to Clearview. The team took the time to understand me, my family and our objectives in planning for retirement and getting a good return on my investments. It was quite a relief to understand that we could live well in retirement. After over 10 years now with Clearview, I have found their support invaluable in many areas beyond investments such as tax planning, social security strategy, insurance, estate planning and many other critical money saving and risk mitigation strategies. I found it really pays to have someone on your side to help balance risk and return with investments and plan for all contingencies. The personal relationship provides assurance that they are on your side and not answering to some New York headquarters pushing the product of the month. Very pleased with Clearview. Our two adult children and several friends now use Clearview as well. Mark, Nick and Eric are always on top of things and provide the kind of support and service we really appreciate. read more

I (and my adult children) have been clients of Clearview for over 10 years. The Clearview team of professionals are SO helpful, accessible, knowledgeable, and easy to work with! I probably should not advertise this, but they clearly check emails on weekends, after hours, and get back to me SO promptly when I have questions/concerns. I feel like I can ask for input on ANY financial related topic and they are willing and eager to help, even if it is outside their normal purview. I would give them 6 stars if that were an option. Highly recommend them, not just because they are smart; they have integrity and character! Kay R. read more

We have been clients of Clear Wealth Management and Mark for over 20 years and have always been very satisfied with the service and financial services they provide. I've referred several friends and family members and they have also reported that they're pleased with all aspects of working with Mark, Nick, and Eric. The professional manner and personal relationships we've enjoyed would be hard to match anywhere else. My investments and financial planning relationship will stay with CWM forever..!! read more

We have entrusted Clearview team as our financial advisor for over 15 years now. They have been true partners in helping navigate our way through the financial decision making process, especially the big ones such as real estate, college planning, retirement planning, monthly expenses, and investments. They have a terrific team and would recommend their service 100% ! read more

Everyone there is very educated, helpful and kind. I had inherited money from my grandparents that was losing alot of money but they got it on track and it's been growing since then. read more

We've been clients of CWM for a few years now and they've done an excellent job of managing our investments. We have quarterly meetings and they are always quick to get back to any other questions or ideas we may have in between time. We've been so pleased that we've referred some of our friends who have been looking for an excellent retirement/financial services company to Clearview. They are a solid team who take a deep interest in their clients. read more

Clearview Wealth Management is the gold standard when it comes to keeping you informed, showing they care about you and providing an incredible assortment of services beyond what a typical advisor would offer. They assist with investing, retirement planning, tax strategies, asset protection and so much more. We stress way less about our future knowing we have this talented and caring team on our side. read more

My wife and I have been with Mark for over a decade and we are beyond happy with the service and the investment returns he has provided. His service is personable, professional and efficient. I consider myself knowledgeable regarding investment and tax strategies but Mark always has something to teach me. Several years ago, my mother came into a rather large inheritance. Not wanting to put all our eggs in one basket, we split the trust 50/50 between two financial advisors. After about five years, the account balances with Mark are about 15-20% higher than the other firm and we are now sorry we didn't give it all to Mark to manage. I am constantly amazed how well he performs year after year, even in times of down markets. I have absolutely no hesitation in recommending Mark and his crew. read more

Mark really provides great customer care. Not only is he knowledgable and kind, you can tell he really has your best interests and goals in mind. I have been working with Mark and his team to handle both my personal and my business assets. A great surprise is his approach with starting young adults with investing so soon, that way they can learn how to handle, save and create goals with their present and future wealth. Oh, and the coffee machine is great too! Thanks Mark! read more