Woman Owned

Moseley Investment Management

Name: Moseley Investment Management
Address: 1724 Manatee Ave W, Bradenton, FL, 34205, US
Telephone: (941) 745-2799
Price range: $$

Our Retirement Wealth Specialists focus on complete wealth management including individualized portfolio management, estate planning, tax planning, and real estate strategies. We assist families as they transition into retirement, as well as helping them deal with the financial issues surrounding death and divorce. We also have expertise in managing elderly family members’ long term care issues and expenses.

Our firm takes pride in being a completely independent Registered Investment Advisor. The benefits of this include greater transparency, increased accountability, and the freedom to offer independent advice so that our clients are able to reach their goals. To put it simply, being a Registered Investment Advisor ensures our goals are aligned with the goals of our clients.

(941) 745-2799

1724 Manatee Ave W

Bradenton

34205

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Business Hours

Closed

SundayCLOSED

Monday8:30 AM - 5:00 PM

Tuesday8:30 AM - 5:00 PM

Wednesday8:30 AM - 5:00 PM

Thursday8:30 AM - 5:00 PM

Friday8:30 AM - 5:00 PM

SaturdayCLOSED

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What our customers are saying

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10/25/2023 8:00

Pete

Great organization in supporting the Celtic culture in the area. Provides scholarships for those that apply for the Celtic arts and athletics.

10/26/2023 10:56

Steve

Finally a united group that will be the host our local Scottish Highland Games!! Many of us are looking forward to the inaugural event that will be held on Saturday Feb 10th at the Manatee County Fairgrounds in Palmetto FL. A much larger venue than the Sarasota Fairgrounds!! I understand there will be a pipe band competition and a challenge between the Manatee County Sheriff's office and the EMT's in the actual Highland Games competition. See you in February!!

10/26/2023 10:56

Steve

11/13/2023 9:33

Sammi B.

Once a PACE girl, always a PACE girl. Being part of PACE Center for Girls' first graduating class was transformative. PACE provided unwavering support during challenging times, boosting my confidence and helping me discover my true potential. The staff's personalized attention and encouragement were instrumental in overcoming obstacles and achieving academic success. PACE is more than an institution; it's a caring community that goes beyond academics. Thank you, PACE Center for Girls, for making a profound difference in my life.

‹ Merrill - Andrew Minor & Associates

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