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BEST RATED CLEARWATER, FL FINANCIAL SERVICES

3 Best Financial Services in Clearwater, FL

Expert-recommended Top 3 Financial Services in Clearwater, Florida. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

The Holland Group Retirement Wealth Advisors - Clearwater, FL Financial Services
The Holland Group Retirement Wealth Advisors - Clearwater, FL Financial Services
The Holland Group Retirement Wealth Advisors - Clearwater, FL Financial Services
Best Financial Services in Clearwater FL - The Holland Group Retirement Wealth Advisors video
3+ YEARS IN TBR
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THE HOLLAND GROUP RETIREMENT WEALTH ADVISORS

(4.9 Score)
2637 McCormick Drive, Suite 101,
Clearwater, FL 33759 Directions

Since 1993

Specialty:

✓ Retirement Income Strategies ✓ Life Insurance ✓ Tax-Efficient and Long-Term Care Strategies ✓ Wealth Management ✓ Annuities ✓ Investments ✓ IRA/401(k) Rollovers ✓ Asset Protection Strategies ✓ IRA Legacy Planning ✓ Estate Planning ✓ Tax Planning

"The Holland Group Retirement Wealth Advisors is composed of qualified financial professionals who are passionate about helping individuals and families reach the kind of retirement they want. Steve and Elizabeth Holland established The Holland Group. At The Holland Group, they assist clients in six key areas that work together to help you shape the future you desire. They believe in consolidating their services under one roof, from investment strategies to tax planning to estate planning, all of which are important aspects that help your overall financial plan thrive. They can help guide you through the sometimes complex financial decisions that go into a well-thought-out retirement strategy. For more information about any of The Holland Group Retirement Wealth Advisors' products and services, schedule a meeting today or sign up to attend a seminar.

2026 Update: Steve and Elizabeth Holland host “The Retirement Success!” on multiple Tampa Bay radio stations and appear on regional TV channels. They have also been featured on national networks, with their weekly show airing on CBS."

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License L11000109608

Contact:

(727) 724-3334 (800) 724-6744

Mon-Fri: 9:30am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Dolphin Financial Group - Clearwater, FL Financial Services
Dolphin Financial Group - Clearwater, FL Financial Services
Dolphin Financial Group - Clearwater, FL Financial Services
Best Financial Services in Clearwater FL - Dolphin Financial Group video
4+ YEARS IN TBR
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DOLPHIN FINANCIAL GROUP

(4.8 Score)
2430 Estancia Boulevard, Suite 206,
Clearwater, FL 33761 Directions

Since 2013

Specialty:

✓ Insurance Planning ✓ Financial Planning ✓ Retirement Income Planning ✓ Investment Management ✓ Longevity Planning ✓ Social Security Maximization ✓ Tax Planning ✓ Legacy Planning ✓ Risk Assessment Management

"Dolphin Financial Group specializes in providing guidance on the financial questions many people face during, and leading up to, retirement. The group strives to be the primary source of financial guidance for people approaching retirement or already in retirement. Daniel J. Wendol is the Chief Executive Officer and founder of Dolphin Financial Group. He obtained a Bachelor of Science in Investments from Babson College as Presidential Scholar. Daniel holds his Series 65 license to act in a fiduciary capacity, as well as his life and health license. Daniel J. Wendol has more than 15 years of experience working in different roles related to financial planning, retirement income planning, strategic planning, and investment management. He focuses on keeping things safe and straightforward when assisting others, especially in situations that may initially seem complicated.

2026 Update: Daniel J. Wendol is a CFP® professional (Certified Financial Planner) and an investment advisor representative."

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Price:

One-Time Financial Plan:
From $500
Upto $3,000

Contact:

(727) 223-8454 (888) 508-5935

Mon-Fri: 8am–7pm Sat & Sun: Closed

TBR® Inspection Report:

Green Era Financial - Clearwater, FL Financial Services
Green Era Financial - Clearwater, FL Financial Services
Best Financial Services in Clearwater FL - Green Era Financial video
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GREEN ERA FINANCIAL

(4.8 Score)
1100 Cleveland Street, Suite 1503,
Clearwater, FL 33755 Directions

Since 2023

Specialty:

✓ Tax-Advantaged Investment Planning ✓ Risk Capacity Assessment ✓ Detailed Financial Life Planning ✓ Tax Reduction Planning ✓ Risk Management Review ✓ Retirement Planning ✓ Rebalancing and Portfolio Adjustments ✓ Company Benefit Planning ✓ Estate Preservation Planning ✓ Equity Compensation Planning ✓ Cash Flow and Budgeting ✓ Charitable Giving Planning ✓ Insurance Review and Planning ✓ College Saving Planning ✓ Debt Management

"Green Era Financial develops a financial plan that meets your specific goals and needs. They will always disclose any potential conflicts of interest to you before they make any recommendations. Their team of specialists analyzes your wealth from every angle and builds a comprehensive custom plan so you can feel confident you're making all the right choices. Their job is to help you understand the options you have and to offer guidance on the many financial decisions you'll face in life. Green Era Financial uses modern technology to maximize convenience and security. They offer an introductory call, where you'll be able to outline your financial concerns, desires, and wishes for the future.

2026 Update: Green Era Financial’s mission is to provide investment management and financial guidance while acting in the best interests of its clients. The firm’s purpose is to support clients in managing their finances and help them work toward their financial goals."

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License 202253219245

Contact:

(727) 210-5211

Mon-Fri: 9am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

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THE HOLLAND GROUP RETIREMENT WEALTH ADVISORS REVIEWS

This is our second year as clients with The Holland Group. My husband and I both had our investments managed through our corporate America partnered financial companies for 40+ years. After listening to Steve and Elizabeth’s radio and TV segments for a long time, we finally were convinced it was time to transition to them and boy do we wish we had done so sooner. Immediately into our first consultation, it was evident that they are truly “invested” in you, personally and professionally. They are committed to making sure your investments are maximized and protected and spend a lot of time detailing your options and how that is accomplished. All the while, they go to great lengths to make sure your questions are answered, your confidence is on par and that you are completely comfortable with your investment strategies and plans. We are impressed with how welcomed we are each time we call, email or meet, not just by Steve & Elizabeth, but their entire team—quick response time, courtesy, follow up, etc. Unlike our previous relationships with big corporate managers where you are treated more like “one of thousands,” at The Holland Group we feel like family and that is actually something they genuinely practice from day one! We remain thankful for this relationship and most importantly, are extremely happy with our portfolio’s performance.

The Holland Group has been our wealth advisor since 2020. Our experience with the Holland Group has been outstanding. Their attention to detail in maintaining our financial plan towards (and eventually during) retirement has been first class. We highly recommend their services.

The Holland team always responds quickly when I have questions or need a meeting, and have done a great job with my portfolio!

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DOLPHIN FINANCIAL GROUP REVIEWS

I was introduced to Dan by a good friend, and over a couple years of having him help with Marketplace health insurance, I learned much more about what a terrific financial advisor he is! He has educated me on so many things, that I’ve lost count! Fabulous advisor, great listener- highly recommend him to anyone, especially since retirement planning is highly individualized based on your specific circumstances, resources and financial goals.

Daniel J. Wendol at DOLPHIN financial group did an excellent structured estate plan and also did our Family Trust Documents that put our home in the Family Trust. If you are looking to having they services done me and my wife would highly recommend his services it was quick and easy and explained everything in detail.

Dan has been a great help in working through my retirement. He will find all the answers to all my questions, and this is a great asset. Thank you.

GREEN ERA FINANCIAL REVIEWS

I had the pleasure of speaking with Cary, and I can’t say enough good things about the experience. From the start, Cary made me feel comfortable and heard. He took the time to really understand my financial goals and concerns, and explained everything in a way that felt clear and approachable — no pressure, no jargon, just honest and thoughtful advice. What stood out most was how genuine he was. You can tell Cary truly cares about the people he works with, and that means a lot in a world where financial conversations can often feel intimidating. I walked away from our call feeling more confident, more informed, and grateful to have had the conversation. Highly recommend Cary to anyone looking for a financial advisor who’s not only knowledgeable, but truly kind and trustworthy.

"I’ve been working with Green Era Financial for some time now, and I couldn’t be more impressed with their professionalism and expertise. Cary & Jean take the time to understand my unique financial goals and provide tailored solutions that make a real difference. The team is always responsive, transparent, and dedicated to helping me succeed. I feel confident and secure knowing my finances are in such capable hands. Highly recommend their services to anyone looking for reliable, top-notch financial advice!" From California thank you Green Era Financial!!!!

Green Era has been amazing to work with and provides excellent financial and investing advice. I can’t recommend them enough and feel comfortable knowing they handle my investments

TBR® Inspection Score Report

THE HOLLAND GROUP RETIREMENT WEALTH ADVISORS Total Inspection Points: 117/120
Business Hours: 8
Complete Info: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Responsiveness: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

DOLPHIN FINANCIAL GROUP Total Inspection Points: 116/120
Experience: 8
Acknowledgments: 9
License: 9
Serving Locations: 10
Complete Info: 10
Contact Info: 10
Legitimate Ratings: 10
Online Appointment: 10
Pricing: 10
Responsiveness: 10
Review Analysis: 10
Website Standard: 10

TBR® Inspection Score Report

GREEN ERA FINANCIAL Total Inspection Points: 114/120
Business Hours: 8
Business Images: 8
Experience: 8
Serving Locations: 10
Complete Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Pricing: 10
Review Analysis: 10
Website Standard: 10