"Working with Clearview Investments has been both rewarding and positive from a professional as well as personal standpoint. Rob and Jill are both extremely responsive and courteous whenever we need them.

We are very pleased with the choices Rob has made over the years for our portfolio.  This was the best decision my wife, Mona and I ever made."

-  Sam and Mona S. - clients since 2012

"Why we like Rob at Clearview: Knowledgeable and professional, excellent background, intelligent, good person, respectful, empathetic, a good listener and a good wit! -- most of all, Rob’s trustworthiness. We have done very well. Always a pleasure dealing with Jill, who is very competent and efficient."

 -  Jerry and Carole B. - clients since 2011

"Working with Jill and Rob is a pleasure. I am never rushed when asking questions (and I do ask lots of them). Whenever I need to talk to Rob, he always makes time for me and periodically checks in just to say hi and make sure I am not getting too nervous! Jill and Rob work perfectly together; I can always get one of them whenever need be. I feel they are both totally dedicated to ensuring my financial success!"

 -  Phyllis W. B. - client since 2012

"I was looking for a financial company to help guide my way to retirement. Someone pointed me to LPL financial. Met with Rob Sorge and the level of experience and excellence was beyond my expectations. I would recommend them to anyone looking for financial help."

 -  Michael M. - client since 2023

"We were overwhelmed with the estate my father left after his passing. Jill did an outstanding job helping us navigate paperwork and Rob’s patience in educating us helped streamline our finances so that they fit our financial goals. Having been fortunate to inherit generational wealth, we now feel confident that we will be able to pass that on to our kid."

 -  JP G. - client since 2023

"I have been working with Rob Sorge for many years and could not be happier with the guidance and support I have received. From setting aside and properly investing funds, to help achieve financial goals along with preparing for the cost of college education for my kids. The investment advice and administrative support I have received over the years has proved to be invaluable and I highly recommend Rob to help you along the way as well."

 -  Jim G. - client since 2011

"I have been working with Rob for over a year now. Prior to working with Clearview Investment Partners, I had my investments with another brokerage firm. A friend of mine moved her 401k over to Clearview. I was reluctant as I am not very good when it comes to change. All I can say is that this has been one of the best changes I have made in my life! Yes, the market fluctuates, but I feel safe working with Rob. Trust is one of my requirements and I trust that Rob and the firm are doing their best to ensure my future is protected. Thank you, Rob!"

 -  Luann M. - client since 2023

"I have been seeing Rob for approximately 4 years. Rob is personable, trustworthy, responsive and very comfortable to be with. I have never been happier with an advisor. (5 stars)"

 -  Lucille K. - client since 2022