Jason Mangum - TD Wealth Financial Advisor - Palm Bay (FL)

Matthew Noel Continuously learning about different investment types/vehicles and understanding the importance of investing in different products early on in life to secure a better future. The professionals working here strive to get the best results at a low/reasonable price.

Marly Excellent service with thorough explanation. We are beyond happy we started taking action on our finances. Eye opening on how easy it is to be fooled by banks and interest rates.We highly recommend Power insurance.

jared aboulafia Rich at Harbor Ridge Financial is my insurance agent. I wouldnt think of using anyone else...He is very knowledgeable and up to date in the industry. Rich listened to my needs/concerns and offered policies that cater to my specific concerns. He genuinely cares and it shows. I know I can always reach him if/when I have questions. It has been so great to have someone that I trust help navigate this complicated industry.

Trilly Xd Great service, will be returning

Mary Krause I have been a client with Chell for decades. I have been extremely pleased with Nelson ever since he joined the firm. He is always accommodating and always has helpful suggestions. I find he is constantly on the ball with trending changes and always on the lookout for what is best for my financial situation. This is a customer-oriented business and they are quick to respond and act in the best interests of their clients. Nelson keeps on top of things and imparts valuable input regularly. I highly recommend this company for everyone’s financial wellbeing.