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

Mark Greenwood I really believe the Yaegers look at our family and all of our $$ like it is their family. I really appreciate that as it has lots of trust!!! Love working with them!

Robert McCausland Needed cash to purchase a van. Synovial is not my bank. My bank is in Indiana. They walked me through the process with a high degree of professionalism. So pleased with them that Im going to become a member of this bank here in Fl.

Anna Cassano Experienced and very helpful. Mr. Harrelson takes the time to explain things and helps us to work towards our financial goals. We had been working with another firm/person with no communication at all! We had no idea what a difference one person could make! Like night and day! So refreshing to find someone who truly cares about what we will have to look forward to in our retirement years (and they arrive so much sooner then we think)! Thank you so much!

Yamaha Rider My tax return was done in good time, and the staff were pleasant and accommodating. I will use JH in the future...Henry S.

Eric Pickens I have been working with SWAG for years and they’ve done a great job. Highly recommend.

Kelli Allen Steve Gibb provides the very best service! He is professional and very responsive. He truly cares! We have been very blessed by him and his wisdom regarding our accounts. We highly recommend Steve Gibb in Fernandina Beach Fl! Doug and Kelli Allen

Ellen Marshall O people answer the phone hours aren’t listed Not looking online Please make phone friendly to customers

Ivan Estrada 6 bucks for a slushy drink .. takes advantage ok kids.. not a good place to go

Brian Kogelmann I have been working with Moseley Investment Management for several years now and could not be happier with the results. They always have time for me and answer all my questions and concerns. I feel valued as a client. I look forward to continuing working with them going forward.