LPL Financial

Clear View Financial Service is a financial services company that has been serving the Punta Gorda community. We offer a wide range of financial planning and investment services, including retirement planning, college savings plans, estate planning, and more. We also offer a variety of insurance products, including life insurance, disability income insurance, and long-term care insurance. Our experienced and knowledgeable advisors will work with you to develop a personalized financial plan that meets your specific needs and goals. Contact us today to learn more about our services and how we can help you achieve your financial goals.

With years of experience in the financial industry, Joe DeRenzis offers a wealth of real-life strategies and solutions for his clients. He works with individuals to create customized retirement plans. These plans help clients not only accumulate the assets they need, but also distribute them in a tax-efficient and cost-effective way, maximizing their Social Security benefits, prepare for future healthcare and long term care costs allowing clients to achieve their life goals and dreams

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy