Triple Crown Wealth Finance - Bradenton (FL)

Luke Loewen I went to an event Dan Wendol hosted in 2016 and was very pleased with the content and Dan. The fact that it he held it at a local brewery was fun too! Weve been in touch many years since and Im very happy to be working with and knowing him. I would recommend Dolphin Financial to anyone.

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.

Diane Gosnell Doreen is knowledgeable and willing to do the research to find the best policy for you. Friendly with a great sense of humor. I feel like we have made a friend who can help us with our insurance needs.

Darren & Jennifer Schendel I’ve known Kevin McCarthy since 2002, and he has always been a trustworthy and knowledgeable financial advisor. He genuinely cares about his clients and takes the time to provide thoughtful, personalized guidance to help them reach their financial goals. Kevin is also a true family man, working alongside his spouse, Diana McCarthy. Together, they make a fantastic team that is friendly, professional, and great to work with. Their dedication to their clients is evident in everything they do. Whether you’re planning for retirement, building wealth, or looking for financial advice, Kevin and Diana are a team you can trust. Highly recommend!

John Kosenski We have had the pleasure of working with Kennon Financial (David K and Kristin B) for past few years, and we could not be happier. We had been praying-seeking an advisor and were introduced to David through a good friend. David is always quick to get back to you with questions, and he sends out very informative emails periodically, which answer-address many of our questions and concerns. Kristin is always a wonderful help and has been quick to address our immediate concerns. We would highly recommend Kennon Financial! Thank you David and Kristin, God bless