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“Jeff is extremely thorough, trustworthy and knowledgeable. He is always available and willing to explain any questions I have. I highly recommend working with Jeff and Water Street Wealth Management”
“Screaming thank you to this amazing group. It started with Darcy who believes in treating others as you want to be treated! Kim who gets things done with big love and Shane who is clearly a genius. 10 stars”
“We took on Maggie Tax as an adviser several years ago and have been very happy that we did. Chris, Bobby,and team are professional, friendly and have our best interests at heart. We look forward to our retirement future and Maggie Tax is leading us down that path every step of the way.”
“Cade really went above and beyond to clear a hold for me. I really thought I was going to be stuck in some sort of limbo for a while but thanks to his help I was able to buy the stock I've been trying to buy since last week. Thank you Cade!”
8:30AM - 5PM
28100 US Hwy 19 N Ste 100, Clearwater
Financial Advising
“Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I have relied on this company for the last seven or eight years to deal with my taxes. It's always been so easy , and releases a lot of stress during tax .season. Our latest visit involved issues my wife was having with Medicare. We had a consultation with Terri at the end of it he didn't even charge us. If you are searching for a trustworthy and honest business to help deal with your tax or financial issues I highly recommend this company. Lastly, fees are fare as well.”