Green Era Financial - Clearwater, Florida

Benjamin L.

I spent a lot of time researching before choosing a financial adviser, and even with high expectations, Cary Green at Green Era Financial has exceeded them. He is incredibly proactive, staying ahead of market trends while tailoring his approach to my specific financial goals.

One of the things I appreciate most about working with Cary is his ability to break down complex financial concepts into clear, actionable strategies. He regularly sends out well-crafted newsletters that provide timely insights on market trends, explaining how they could impact my financial plan and what steps—if any—should be taken. It’s rare to find an adviser who is both highly knowledgeable and deeply committed to keeping clients informed.

Beyond his expertise, Cary is also exceptionally responsive. Anytime I have a question or concern, he is quick to provide thoughtful, well-researched answers, ensuring I always feel confident in my financial decisions.

Most importantly, Cary delivers results. He’s helping me build toward my retirement with confidence, and I couldn’t be more pleased with the level of service and dedication he provides. If you’re looking for a financial adviser who truly goes above and beyond, I highly recommend Cary Green at Green Era Financial.

Miguel F.

"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!!!!

Davie R.

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

Kathleen D.

This is a trustworthy company. They work hard on your investments and are good at explaining and answering questions. So if you are looking for a good firm to work with and know your money is safe. Look them up. Good job and enjoy the holidays.

Jonni R.

I have been doing business with Green Era Financial for about a year now. The portfolio they put together for me was well thought out and is producing!
I appreciate that they treat me like an intelligent person. I feel they are very intentional and understand the trust they have been given in handling my investment funds. I recommend them highly and without reservation!

Wendy M.

Jean Jacques Widmaier has been my Financial Adviser since mid-2016. He is so very knowledgeable about the financial industry and investments. When he gets going in discussions and explanations as I ask questions, his enthusiasm, expertise and love for what he is doing is undeniable. I have never had an advisor who takes the time to make sure I understand what he is doing, and why. Highly recommend!

Krystie G.

I am thankful for the guidance and support in managing my finances that Green Era Financial has provided thus far. Cary is a highly dedicated financial advisor who creates a comfortable and trustworthy experience with better than expected gains on my investments. Cary became more than just a financial advisor, he became a confident and I wouldn't hesitate in recommending him. He exemplifies the true character of a great financial advisor. Cary has been my financial advisor for a number of years; he never fails to deliver and is someone you can really trust!

Candace H.

Jean Jacque has been my advisor for several years. We had no knowledge at retirement about managing our financial future, and JJ guided us through the ins and outs of financial security based on our safe level of risk. He has always been very quick to answer any questions and also makes appropriate recommendations for possible changes.