Merrill Lynch Wealth Management - Palo Alto (CA)

S. Smith I am so happy I was referred to this business. I came to them with no CLUE and now I feel confident that I have a true partner in my financial future and wellbeing. Thank you Ryan and Erin for all you!!!

Everlasting Life The CSR Ally & Noemi was very considerate, friendly, easy to talk to.she was very clear on what she does do at the business.and how much to borrow and what is expected to repay ; I will return if needed She deserves a raise she’s good in her position that was my first time visiting and using your services and thank you. Have a great day.

Pinkty Pink Zoyla is awesome. Ive been going to her for my tax prep since I had my first job. That was 17 years ago. Her and her staff are very professional and friendly.

Harlan Jodie (JodieJo Ha) Ali has a great relationship with my realtor so they communicated efficiently with each other (and me!). For my home purchase, I wasnt the top bidder, but the sellers preferred to work with Ali (as he had helped them refinance their home). Dont do yourself a disservice by using your friend/family member who is new to the industry (Been there!) get yourself a local pro with connections. I had one house that fell through and I needed special fire insurance/wrap around insurance policy for, and instead of the process of finding an insurer being tedious, they were able to recommend me someone who got the job done with as amazing of service as Ali and his team themselves.

Brad Smith Hi, this is Bradley Smith. Considering trips to the ER are normally not a fun experience. My trip yesterday to be treated for an infection on my arm was one of the most wonderful experiences I’ve had dealing with the medical profession. The two nurses that I had were Shannon and Natalie. They both were extremely kind and knowledgeable and treated me with the utmost respect. I have been back in Ukiah for the last 8 1/2 years taking care of my almost 99-year-old father. I can honestly say that yesterday Was one of the most pleasant and relaxing days I’ve had in months. Scott Engleman stopped in and said hi to me. He and his family have been friends of ours for over 60 years. I appreciate you and your staff taking such good care of me. I can’t tell you enough how impressed I was by everyone (especially Shannon and Natalie).Thank you so much and all the best.

adam p Working with Silvia was the best experience. She was able to refinance my home in less than 3 weeks. She made everything easy as possible, and provided updates every step of the way. I would highly recommend her to anyone.