Parker Bookkeeping Services, LLC - Crestview (FL)

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.

Carl Victor Over the years, I have handled our investments, selecting investments in companies that I have dealt with, knowing that we would receive stock splits and have significant gains. Unfortunately, that was many years ago and over our 50 years of investing we built, to our needs, a portfolio which was too susceptible to market fluctuations. Some years ago, we met Matt who reorganized our portfolio to account for those variances in the market and we are exceptionally satisfied with his outstanding understanding of how our investments are affected by market performance and taxes. Surprisingly, this year we had a tax return, not much, but better than giving the Fed our money. Our personal analysis of Matt is that he is an honest person with a reassuring personality that makes us comfortable. Thanks Matt, Priscilla is also a pleasurable asset in the Edward Jones office. No, we are not related to either. Carl and Joan Victor

Christopher Artwohl Amazing staff here and very helpful!!

Nicola Abrams Very helpful and listened to our goals, explained everything and we feel very comfortable working with Sam

Gabrielle Muir The most highly efficient government agency that I have worked with to get documents from. Additionally besides being so professional they were also beyond helpful employees, we were very fortunate enough to get Jessica A, who was exceptional in assisting us thru the process so seamlessly. Ironically we made some mistakes on the form which she picked up. Five star service, also the welcome reception and security, who ever is training and hiring this department did phenomenal. Thanks Gabrielle Castellano

Gavin Bryant I’d like to thank Rose for giving such excellent service. She made opening a new bank account a lot less intimidating. Incredibly informative and kind as well.

Norm Reynolds We highly recommend Security Financial Management. We have been with Mike Allen for many years. He has seen us through our working years and transitioned us into retirement. Mike and the team really take an interest in us as clients, communicate very well, and look our for our best interests. 5* communication with this group.

Michael Larson This is the bank for you if you want to be more than a forgotten number! Jimmy and Faith go above and beyond! I cant thank yall enough for taking care of my family and I.