Merrill Investment & Retirement Financial Center - Palo Alto (CA)

justin williams Excellent advice she followed up with me and fixed the issue. Karen Hagman was very helpful and Im looking forward to doing business with her and the team.

Robert Gonzalez [Raymond Lopez has moved to LPL - I thought I should update this - I cant figure out how to remove it] I have to admit I was really impressed. I didnt believe an investment advisor could show me what to do that was really in my best interest, but Ray makes sure that he does. I also didnt know that financially complex ideas could be explained that easily for me to understand. I am glad I made that appointment.

Peter Marshall TLA Tax Preparer was Fantastic! I started my business the last year and it turned out i had been doing all the bookkeeping wrong. Terisse came in fixed everything and didnt just make sure I got all of my deductions, but went through several times to ensure I got everything I could. Will definitely recommend.