InvestSafe Financial

I went to an InvestSafe dinner event in July and enjoyed Steve’s presentation. I wanted to hear more so this morning I met with him in his team’s Clearwater office. His investment analysis and advisory thoughts were excellent, and his guidance on how to invest (in addition to via an existing WM advisor) were practical yet candid as to areas where I’m all set, areas where I could do better, minimize hidden costs, etc. I’ll be using my discussion with him to help make decisions, as I was very impressed. Thanks again Steve, and team.

Great place to have an event similar. Weather was beautiful since the event was held outside. Very comfortable and nice atmosphere. Music was good also. Food was good and a great selection to choose from. Steve and his staff do an excellent job.👍

I would like to post my most positive comments. It's been a pleasure working with Steve and his stuff, always very happy to see me, always on time to review our info and portfolio, always keeping us updated on what's happening and what's the best to do which leads me to mention a global and passionate knowledge Steve has about his job. With a smile on his face, any time of the day, he will explain all the things we need to know, and give the very honest and best advise. Another most important issue we need to mention and credit to Steve is TRUST, particularly in this kind of business. And I put it in capital because within the years that's exactly what we experienced with this company. Thank you very much for your constant and close attention and endless best work you are doing. Brian &

Cheap outfit. Definitely dont do any of their infomercial dinners. They take all your personal info (probably to sell it), then kick you out if you show up 10 min late

We credit Steve and Kristin with helping my daughter to increase her financial stability and wealth. We appreciate them so much and highly recommend!