Wade and I have been working with Ray and Kim at Provise for over 30 years. They have done very will for us both in protecting and growing our investments. They are very easy to work with and always available. We highly recommend Provise Management Group.
ProVise Management Group, LLC is an SEC Registered Investment Adviser with offices in Clearwater and Tampa. These testimonials were provided by individuals, some of whom are or were ProVise clients; the client status of others is unknown. Clients were contacted via email to request reviews; not all responded. No compensation—cash or non-cash—was provided, nor were any direct or indirect benefits given. Services and performance described may not reflect all client experiences. While efforts are made to mitigate conflicts of interest, a potential conflict may exist, as reviews can reflect favorable experiences. No testimonial or recognition should be interpreted as a current or past endorsement of ProVise.
