Tidemark Financial Partners

"I highly recommend Tidemark and their associates, particularly Anthony McLean. I've been working and planning my financial future with him for over two years. He is very personable, knowledgeable and has expertise in multiple markets, saving strategies and financial planning. More importantly, Anthony has integrity and I believe he's more concerned about your investments and your financial future than making commissions and money for the organization. I will continue to utilize his services for many years to come."

"Tidemark Financial Partners has been handling my assets for many years, and I can say only good things about their service and professionalism. Most recently I have been working with financial planner Jared Redfield, who is exceeding all my expectations. He is proactive, cutting-edge informed, accessible, attentive, thorough, and most important for me, patient, because I am super busy and he is understanding when I lag getting back to him. In addition to my established retirement accounts that Jared oversees, I recently came into some inheritance that Jared helped me with, including some strategies that were new to me but fit just what I was looking for. I would highly recommend Jared at Tidemark for advice during these uncertain times."

"I consider myself incredibly lucky to have found Tyler Abney to manage my financial portfolio! My previous experiences of working with financial advisors has been so intimidating and overwhelming, and since I've been working with Tyler over the past two years, he has helped me tremendously in overcoming my past trauma, and I am finally learning to become more empowered in the realm of my finances. Tyler is friendly, laid back, accessible, and also incredibly skilled in patience. He knows how to meet me where I am to help me to understand this incredibly important piece of managing my life well. He continues to be there for me at every step and always encouraging. I am so appreciative, and am sure that anyone who works with him will surely feel the same."

"My Husband and I have been working with Tidemark for quite some time now. Tyler has been wonderful in guiding us with our investments as well as helping us set up a business simple IRA plan for our employees. From start to finish he has always been honest and given us amazing feedback. Earlier this year we lost a family member unexpectedly, and Tyler and his team were there to help us with all of the questions, meetings and making sure we had everything set up correctly. I would 10/10 recommend Tyler and the entire Tidemark Team."

"Frank Alvarez and his Team are outstanding experts. They are market knowledgeable and practice great communication. I appreciate their updates and insights as it helps me serve my clients with their real estate goals. I have recommended them in the past and will recommend them in the future without any hesitation. Furthermore Id like to point out that I find their communication easy to follow and understand. When you interview for a financial advisor next, make sure you have Frank and his Team on your list of financial experts. You will see the difference for yourself! No doubt: Tidemark has your best interest at heart. Call me for a personal endorsement."