Mosley Wealth Management - Anaheim, California

Lanora Dodson

I'd decided last year to jump into retirement and felt a little overwhelmed by all the Medicare and financial information I needed to go through so I attended a financial seminar offered by Mosley Wealth Management. Everything they were saying made sense to me and I felt that they cared about each of their clients so I placed my retirement funds into their capable hands and have been very happy to have done so! They have been available to all my newbie questions and are happy to meet either over the phone or in person to explain all the mysteries of the financial prospects that I ask about. I feel confident that we are moving in the right direction and that my savings are in excellent hands. Could not be happier!

Cliff Chewning

My wife and I have been so fortunate to have been introduced to Tom and his team through a mailer inviting us to a “Rejuvenate Your Retirement” education course over six years ago. Just retiring at that time, I knew so much about large corporation service networks, but nothing about planning for our long-term retirement. It was then we met with The Mosley team and began to develop a solid strategy to meet the retirement goals and objectives my wife and I desired. Trust was rapidly earned as our plan was implemented with continued personal follow up and advice. All the advice is very data driven with a no pressure attitude allowing us to make all the monetary decisions ourselves. The Mosley Wealth Management family atmosphere has also made us feel very relaxed about our future life and living a comfortable lifestyle. Tom and his team’s continuous communication is the paramount trait that keeps us happy about the decision we made years ago. We highly recommend them to all our family and friends. Making Mosley Wealth Management a part of your life can be one of your best guiding pieces of the ever-changing retirement landscape.

Debbie Lindberg-Hoskins

Several years ago, after being concerned about my current financial advisor, I discovered Mosley Wealth Management through a free seminar. The information was eye opening, easy to understand and their mission of helping clients save on taxes really hit home for me. They were different than other Advisors I had met. As a older, single gal, I really feel like they "get" me. I can ask crazy questions and they never make me feel uncomfortable. In fact, they treat everyone like family. I also love their mission of "giving back" to a those less fortunate. Reach out for a free consultation and see how they can help you!
You'll be very glad you did.

Ed Ford

I am a retiree going on 9-years. Transferred an existing 'retirement portfolio' to and started working with Travis at MWM + 6-Months ago. I'm extremely satisfied with results to date: 'Portfolio' positively overhauled to now provide a 'personal financial plan and blueprint' providing increased stability with appreciable growth! Only 'MWM public announcement' statement to-date not yet able to be satisfied is...Personal face-to-face meeting with Tom Mosley:)

Ed F.

Eileen Litchfield

Having worked with other financial planners, I can say with all sincerity that I have found the place I will live out my financial future. I have genuine confidence in the team at Mosley Wealth Management. It is a reassuring feeling as I age to know both I and my adult children will be well taken care of

JonClaud Pinto

Not the typical Financial Management company, they really go out of their way to befriend their clients. More importantly, they offer sound advice on how to invest one's money, depending on what risk the client is comfortable accepting. MWM seem to pick sound, stable Investment companies, to invest in/with. I have been with MWM for many years now and have I always been treated with the utmost care for my financial concerns, and the personnel are very willing to answer my questions, to ease my mind. This approach goes a long way, to win my trust. I would definitely recommend them for your investment needs.

John DiGioia

From the very first meeting that I attended with Tom, I felt very comfortable and informed. Tom and his team are very attentive and trustworthy. I am also moved by the charities they (we) are involved in. Another nice touch is how they introduce new team members on their weekly “Tuesday with Tom” videos. Just sit down with Tom and see what I mean.

David Rebsch

I had a wonderful investment counselor who acted as a true fiduciary agent. Investing in equities that made me money. However he advised me that the owner was pushing him to sell products that made the Mosely Company more money through commissions such as annuities and insurance products. Well number one, I didnt want or need these, and number two, these products would end up reducing my long term account value. My high integrity portfolio counselor left this company and so did I. I didn't follow my counselor because he went to another small company. I went to a larger high integrity fiduciary firm, Fisher Investments. I didn't want to be bothered by the uncertainty of being subject to the whims of management in a smaller firm again.