These guys genuinely care about what is best for their clients’ wallets not their own. Very knowledgeable, approachable and will work within your comfort zone. I highly recommend Mellen Money Management.
From Mellen Money Management
Mellen Money Management is an independent fee-only financial services firm in Nocatee, Florida. Our financial services include investment management and comprehensive financial planning.
In a nutshell, we help our clients plan for the financial impact of major life events so that they are prepared for life's biggest moments. And, our specialty is all things college. That is we help families understand how to not just save for their child’s college, but how to maximize their financial aid packages. On the other end of the college spectrum, we provide young professionals with a plan to rescue them from their student loans.
This expertise allows our clients to prioritize their finances and pay for college without robbing their retirement.
