Keybridge Wealth Management - Clearwater (FL)

Lori Grier Saw John for my tax filing this year an as always like for the past 30 years it went well an was a plesant experience. I feel confident in John"s skills n knowledge. John n his whole office r pleasant to deal with. I highly recommend them. Thank you. Sincerely, Lori Grier Hello Lori here again yes i wanted to add about the investment side as well having someone manager your investments for over 20 years should speak volumes in itself I think John does great n his Team is incredible. 5 stars. If you r looking for someone look no further, I think you will be happy.

Ubalner Baez Its been. Over. 20. Years. Sharing. With. Family. Good. People. And. Friends.

Karen DuPont I started working with Kevin last year and so satisfied. He is thorough on my finances and retirement plans. Knowledgeable of current economy and helps me understand this. Also looks at all thats happening in my life as it affects my money, lifestyle life changes as I age.

Debra Harrington For the past several years, I have been working with Richard Koblick both prior to my retirement and now the last two years while I’ve been retired and it has been an amazing experience. I am not a financially savvy. Individual and Richard has made things so very clear and easy to understand, not only as I approached retiring with a little apprehension, but he’s kept things clear and easy for me these last two years and managing my finances. I truly appreciate the advice and guidance that he and Feller have provided me and look forward to continuing to working with them in the years to come

Lady Love Again today I wasnt able to log into my account because their system was down. This happens often and its inconvenient. Phone hold time is too long. Besides these things, I do get courteous service.

Mark Clayman We are long time clients of Osgood & Associates (15+ years) and we would highly recommend them as financial advisors. We have received excellent financial recommendations for our portfolio based on our risk tolerance, personal goals & retirement goals. In addition, their entire team provides great client service and follow-up to our requests.

Diartist24 Worked with Abdallah who really knows his stuff and looks out for your best interest. He is thorough and makes sure he crosses his t’s and dots his i’s before executing something. He does his best to try and accommodate your way of understanding and learning to ensure that you feel comfortable with the information he’s explaining to you. He hustles to meet deadlines, provides accurate estimates, and will find you great rates!