TD Wealth - Fort Lauderdale (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.

Fred Difruscio These folks do excellent work they’re very attentive and always answer the phone and answer questions when we ask. They respond promptly with our tax forms and other information. They have been my accountant for 45 years starting with Ellen‘s dad.

Kala Shiver The website says the money center is open until 11pm. We drove from Panama City to pick up a check & went in 3 minutes after 9pm & couldnt cash the check which left us with barely any gas & no money to get back home!!

Bill Muller We retired in 2002 and became Provise clients in 2002. Together we have been through the highs as well as the lows. Ray and Kim put together a solid, balanced plan that has performed very well over these years. We are enjoying an active retirement, without anxiety, confident that the long term financial plan will continue to provide our needs.

Jacob Duval Everyone at Macke Financial is outstanding. True care and individual attention for all of their clients. Highly recommend!

Natalia Williams Thank you Marcy & Christian! I had no idea what to do with my inheritance before I met these two. Thankfully, they explained to me everything I needed to know & created an investment portfolio for me. Christian always knows when to buy low & sell high. I can see myself in 40 years having Christian’s son set up my trust & will for my children. & thanks for never forgetting my birthday ❤️

Cheryl Hefferon Chris and Phyllis are knowledgeable, hardworking, trustworthy people. They have done an excellent job for us.