McCloskey & Associates Wealth Management - Melbourne (FL)

Michael Ferguson Service and assistance from Heartland was a big help concerning some real estate business as well as offering excellent counsel. I highly recommend Rob and the firm.

Joseph Mayer My wife and I have been working with Three Bridges Planning as our financial planner/investor for a couple of years now, and we are thrilled with the results. Our financial portfolio continues to grow at an excellent rate, and the advice and recommendations provided by Brendan and Brian have been spot on every time. They are super client oriented and we always leave after meetings feeling valued and well taken care of. Along with their support staff (Samantha and Judy), they are efficient, friendly, professional, highly knowledgeable, and always current on the latest market trends. They have helped us with tax concerns and navigating our healthcare/medicare/social security options as well. We highly recommend Three Bridges Planning for anyone in need of financial planning/investing advice!!!

A K I have blocked their number, only to be called a dozen other times with various other numbers. I’ve called back, dialed nine to be removed, spoken to agents, and still continue to receive call after call after call. This company seems to think harassing people until they cave in and accept their services is best practice. It is not. If anything, I’m that much more likely to file a civil suit against them. The calls are unacceptable. From now on, I’ll call you back and waste your time walking me through your loans just to decline the offers after an hours time each and every single time you call me. Good luck. May the patience be with you.

T. C. I was referred to Scott McKay by a colleague and I’ll be eternally grateful for the recommendation! Scott has uplifted me financially and spiritually. He researches and explains everything in a way I can understand. He checks in and always asks how life is going. He is so genuine, kind and giving. He truly wants everyone he works with to succeed and never be in a position that you no matter what happens in life, you will be financially strong. I’m thankful to be able to call him a financial advisor and a friend. Scott will always do right by you!

Carla Lamb Jackson Hewitt in Crawfordville has handle my taxes for years. The atmosphere is very welcoming and they always have a friendly attitude. Natosha is absolutely phenomenal and always goes above and beyond exceeding all expectations. She has exceptional costumer service. For anyone looking into getting their taxes file I would highly recommend you go see her!

bobby smith FDR has helped me get to where I need and feel comfortable. Many different venues for investment with good advice.

John Harmon Most informative, professional, and honest. Look forward to working with him in the near future.

Carolyn Akerstrom Ive known the advisors and staff at FirsTrust for 25+ years and I would absolutely recommend them to anyone seeking competent, trustworthy financial guidance and investment management. HIghly educated and experienced with no commission sales or hidden agendas.