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Clay FinancialFinancial advisor in Bonita Springs, FL

Clay Financial is a financial advisor at 12870 Trade Way Four #108, Bonita Springs, FL 34135, ranked #4 of 183 financial advisors in Bonita Springs and rated 5.0 from 50 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Bonita Springs, FLUpdated 0 paid placements in any rankingHow we rank

Call (419) 315-9792Website ↗

Key facts

Key facts about Clay Financial
Address12870 Trade Way Four #108, Bonita Springs, FL 34135Get directions
Phone(419) 315-9792
Websiteclayfinancial.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 50 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial Plannersadditional Google category

Service area

Serves Bonita Springs and 11 towns within 25 miles: Estero, Golden Gate, San Carlos Park, East Naples, Naples, Villas, Cypress Lake, Iona, Cape Coral, Immokalee and Fort Myers.

Based in Bonita Springs, FLView on map

Opening hours

Opening hours for Clay Financial
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Clay Financial

How is Clay Financial ranked in Bonita Springs?

Clay Financial is ranked #4 of 183 financial advisors in Bonita Springs by RFA Score, with 73 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Clay Financial’s hours?

Clay Financial is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Clay Financial serve?

Serves Bonita Springs and 11 towns within 25 miles: Estero, Golden Gate, San Carlos Park, East Naples, Naples, Villas, Cypress Lake, Iona, Cape Coral, Immokalee and Fort Myers. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Clay Financial?

Clay Financial has a rating of 5.0 from 50 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Clay Financial?

Call Clay Financial on (419) 315-9792. The business is at 12870 Trade Way Four #108, Bonita Springs, FL 34135. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Clay Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Clay Financial (this business)—735.0 (50)NoNo
Retallick Financial Group & Retallick Wealth Management#2744.9 (64)NoNo3.9 mi
Matheson Financial Services#3745.0 (54)NoNo4.1 mi
Miriam A Nascimento: Primerica - Financial Services#5735.0 (47)——6.2 mi

See all 183 ranked financial advisors in Bonita Springs