Lynne & Dave Michaels
He regularly provided updates and has always been available to answer questions and explain options in our portfolio. Transitioning into retirement has been much easier than expected thanks to Lee’s guidance. We have been more than pleased with Lee’s service and highly recommend him.
I've been working with Lee for more than 8 years and he's done a terrific job of maximizing the performance of my investments. He provides straightforward advice and consistent results. On the benefits side, he's assisted me a number of times in my role as HR Manager by helping me to understand the implications of plan design.
Lionel G. Filion
Lee Mosley has been my financial advisor for the last 15 years or so. I have observed other financial advisors that managed financial accounts of family and friends. None of these have impressed me. My investments have grown exponentially even though the markets have been in a down turn. Lee is very much a client base investment advisor. Lee takes a personal interest in your portfolio and is looking for ways for you to increase the value of your investments while trying to minimize fees that claw at the portfolio. These two attributes are somewhat unique to Lee. I highly recommend Lee as an financial advisor.
I would recommend Lee Mosley to anyone who is seeking a Financial Advisor and Investment Manager.
Wife and I
My wife and I first started investing with Lee Mosley as our financial advisor about 14 years ago. Lee took the time to really get to know us and we were confident that he was aware of our financial goals and understood what we would be comfortable with.
Being somewhat cautious when it comes to finances, I transferred a small portion of my portfolio for Lee to manage. His professional, candor and insights were beyond reproach; the depth and breadth of his knowledge and expertise navigated my investments (by this time, the lion's share) through some of the most troubled economic times relatively unscathed. Lee's interpersonal skills are excellent allowing him to fully understand one's needs and desires
G. Lee Mosley, CLU, EPC
Administrative Assistant, Insurance And Benefits