TD Wealth - Fort Lauderdale (FL)

John Ferretti Fidelity isn’t a bank more of investments. Sure they have a cash management account you can use for direct deposit but all this transactions you guys are trying to do isn’t going to happen. Everytime you need to you can call them they answer. You will get fidelity on the phone, it may not be in exactly Clearwater but you can get them on the phone and any transaction you can imagine is on the app not in person like your local credit union. That’s where the frustration is coming from.

Edward Lees Ive been going there for years. Good place to get your taxes done and your accounting need. 5 stars all the way.

Coach Joe Austin Last week I had a client that needed timely access to business captial to stabilize operations after an unexpected hiccup. Gulfside Business Solutions (GBS) provided same day client intake and within 24 hours my client had multiple options on their desk. GBS is fast, thorough and knowledgable. In addition to financing, they offer a wide variety of business growth services. They are the most cost and time efficient solution that I have ever seen for small business development; a true one-stop shop. Their only concern is what is right for the client, and I appreciate that about their team.

Dennis Harsh We have been with Moore Financial for several years. We started with Garretts father and when he retired we started working with Garrett. Garrett has been very responsive to our requests and very knowledgeable about our investments. Whenever we ask a question if he does not have the answer immediately, he performs the needed research and gets back to us promptly. I have recommended him to several of our friends and they are also very pleased with his recommendations and service. I highly recommend giving him a chance to help you with your financial planning. Dennis and Sharon Harsh