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Clearwater Financial Consultants/Planners/Services
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Name
City
Achieva Credit Union
_
2201 Drew St
Clearwater
,
FL
33765
Jennifer Sgro
(727) 443-8000
Member Since: 1998
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Bank of America
_
101 E Kennedy Blvd
Tampa
,
FL
33602
Andrew Winkler
(813) 225-8671
Member Since: 2019
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Belleair Asset Management, Inc
_
259 Indian Rocks Rd N
Belleair Bluffs
,
FL
33770
James M Clark
(727) 586-3541
Member Since: 2017
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Belleair Wealth Strategies
_
621 Lakeview Rd
Clearwater
,
FL
33756
Tish Wold
(727) 451-3450
Member Since: 2015
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Merrill Lynch
_
26301 US Hwy 19 N
Clearwater
,
FL
33761
Laura Mataitis
(813) 225-8671
Member Since: 2019
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Northwestern Mutual Clearwater & New Tampa
_
17757 US Hwy 19 N
Clearwater
,
FL
33764
Jamie Monteith
Member Since: 2022
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Platinum Bank
_
408 S MacDill Ave
Tampa
,
FL
33609
813-875-1234
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ProVise Management Group, LLC
_
611 Druid Rd E
Clearwater
,
FL
33756 3957
V. Raymond Ferrara
(727) 441-9022
Member Since: 1988
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Regions Bank/Countryside
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2520 Countryside Blvd
Clearwater
,
FL
33763 1604
Mr. John Marshall
(727) 799-6154
Member Since: 1965
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The Bank of Tampa
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900 South Ft Harrison Ave
Clearwater
,
FL
33756
Dotti Overton
(727)502-8445
Member Since: 2016
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Valley Bank
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2605 Enterprise Rd E
Clearwater
,
FL
33759
Michelle Scalzo
(727) 451-2272
Member Since: 2012
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Valley Bank
_
1125 East Bay Drive
Largo
,
FL
33770
Alanna Karaosmani
(727) 506-0215
Member Since: 2012
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Valley Bank
_
1617 Gulf to Bay Blvd
Clearwater
,
FL
33755
Jeanette G. Renfrow
(727) 723-7273
Member Since: 2005
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Valley Bank
_
2571 Countryside Blvd
Clearwater
,
FL
33761
Emma Doyle
(727) 450-5720
Member Since: 2015
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