Excellent wealth management firm in Clearwater, FL for retirement planning, fee-only financial…read moreadvice, and tax preparation. Parker and David are both Certified Financial Planners and Chartered Financial Analysts. Check them out!

From the owner: Successful Portfolios helps clients manage personalized investment portfolios designed to create…read moreand protect wealth. We help our retired clients plan durable, secure income from their retirement nest egg. Our licensed advisors are well-trained and ready to help you craft a portfolio that meets your near- and long-term goals. For your choice and convenience, Successful Portfolios participates in the independent advisor programs at TDAmeritrade, Scottrade and Interactive Brokers. We accept discretionary and non-discretionary advisory accounts. Our compensation arrangement is simple, reasonable and investor friendly.

Tiffany got a fast sale on my long-term remodel. Helped with prioritizing final projects, great…read morephotographer and awesome listing helped sell the home. Patient and thorough, would highly recommend!!

This is a review of Terri Novitsky. She did a wonderful job of not only knowing the market but…read morealso staging our house. She is a true professional. Highly recommended.

Excellent service and very friendly. Answered all questions…read morepromptly and went through everything without issues. Thanks!

After many accountants I finally found exactly what my business needed. Accu-Tax and David made…read moreeverything so easy during tax season. Best accounting service in Tampa Bay by far! (I've tried many)

Great place to get your taxes done at a reasonable price. Office owned by a CPA and former IRS…read moreagent.

Mr Tax is a great place to get your taxes done. He is very knowledgeable about taxes.read more

I have just checked out if Seth Lutz is still in Jail and he is not…read more Please do not use his or Wendy's shop for coins that are fake and jewelry that is fake. We had the coins cut in half and they were only coated in gold. Please be careful with whom you do business with. You always give people the benefit of the doubt, but, when are taken advantage of, it is sooooooo very sad. Hopefully, Karma will come full circle. Anyone who has any news, kindly advise. Thank you.

Mark Vernick and his staff are amazing. If you need direction and not sure of what to do with your…read moremoney or how to make it stretch then you need to give Mark a call. He is excellent at looking at the big picture and advising you as to what to do and where to invest. He is the one I trust with my retirement money. He is probably the most qualified certified financial planner I have ever met with more letters behind his name than anyone I know. He is very educated and uses that to help you make educated decisions. Give Mark a call.

Race Walker is fabulous! He really listens to find out what your financial goals are and then…read moregives suggestions to help you reach those goals. He works very hard for you!