ClearVista Advisors

Phil Garza 

on Google

3 weeks ago

My wife and I had managed our family finances for decades. As we approached retirement, we had questions that were beyond our knowledge and experience. My wife set up an appointment with Melissa Stewart of Clear Vista Advisors. I had a page full of questions, all of which were fully and clearly answered. The answers began with the preamble, “Let’s see what the data shows…”. She would then run several hundred variations which showed the most probable outcomes, along with the high and low outliers. Later, I was faced with ... read more

Robert Van Putten 

on Google

a year ago

ClearVista Advisors receives a 5-star rating from me. Melissa and the staff have guided me through the years with good sound advice about estate planning, investments and retirement needs. They have provided direction in up/down markets with solid and alternative investments to grow and maintain a healthy retirement account for my present and future needs. I believe that communication is essential when selecting an advisor and Melissa meets with me regularly and responds expeditiously to my emails and phone calls. 

Tom Graham 

on Google

2 years ago

Clear Vista Advisors has been a great resource for us. Our advisor Melissa is very knowledgeable about the intricacies of the stock market as well as other financial investment strategies. She has taken the time to fully understand our needs which have been clearly prioritized in her financial recommendations. We wholeheartedly recommend Clear Vista Advisors to anyone seeking professional financial investment guidance. 

Steve Landrum 

on Google

2 years ago

Melissa Stewart and Clear Vista Advisors have a proven track record of financial acumen backed by solid research and experience. They also have an unusual sense of empathy, personal caring, and social responsibility. My wife and I would heartily recommend them to anyone looking for retirement advice or financial planning. 

Paul Galinski 

on Google

2 years ago

ClearVista Advisors (specifically Melissa and Jenni) are providing well rounded service and thorough attention to our client and portfolio needs. Happy to be with their organization, and the working/caring relationship that we have with them!