Merrill Lynch Wealth Management - Santa Barbara (CA)

Germaine Janae was great, the process was simple and easy to do ... She went beyond her duties to make sure I was comfortable with what I needed ... Germaine Henry

Brendan Bargmann Theyd only accept actual cash, so 1) super inconvenient, 2) hard to see why except for tax fraud lol

Bob Phillips I have been with this firm for over 35 years for personal and business income tax returns. The service has been excellent through transitions and senior partner transitions. I am now working with Sara Raby and she is terrific.

Tanya Rillera Knowledgeable, professional, and genuinely cares about their clients. Highly recommend their services.

Alla Kaluzhny We have been clients of Danny Michael ever since we started exploring our retirement plans and options. It was about ten years ago, a while before Danny created his company, Satori. Satori stands for sudden enlightenment and wisdom, and Danny abundantly represents these qualities in our view. He is trustworthy, impeccable with his word, highly ethical, and experienced. He always gives sound advice, and we trust that it is in our best interest. If you are looking for a straightforward, well-qualified financial advisor and want to plan your carefree retirement, we recommend you make an appointment with Satori.

Juan M Puente Very good experience, very friendly staff