Merrill Investment & Retirement Financial Center - Petaluma (CA)

Crystal Romero Shavelle is amazing. She knows her stuff. I go to her for all my financial and buisness needs from my taxes to my life insurance to a roth ira to starting my business!!!. She has lots of knowledge that helped guide me into my future financial planning . Thank you so much shavelle for all you do for your community . You inspire me girl keep up the amazing work.

Corey Every time I’ve visited this location the staff has always been respectful and polite. They have always worked with me when ever I needed help financially. Highly recommended if you are in the East bay. Thank you Tony for always being professional and helpful.

Norman Shoaf I was pleased at the speed, efficiency, and positivity I experienced every time I made contact with the group. I especially wish to compliment Ana Aguilar, who helped me several times and made sure I got the service I needed. She was patient, responsive, knowledgable, kind, professional, and touched base with me frequently to make sure I knew what was going on and what the next steps were. She was excellent on the phone and via e-mail. She is a joy to work with and I appreciate her personally. She deserves much credit and I would welcome the opportunity to work with her again.