Bank of America Financial Center - Indian River Shores (FL)

Anjelicca Arc I had the pleasure of connecting with Joshua Wong. Joshuas expertise and dedication as a Merrill Financial Solutions Advisor is truly commendable. He was incredibly helpful and provided me with insightful information that greatly assisted in making informed financial decisions. I appreciate his professionalism and the valuable guidance he offered throughout the process. I highly recommend Joshua Wong for anyone seeking a knowledgeable and reliable financial advisor at Merrill Lynch

History Detective Rob was the consummate professional taking his valuable time to go over my mothers estate with great care & concern. His knowledge and expertise in the financial matters are that of a Maestro. Dont hesitate for one moment calling someone else, when we are blessed as a city and community here in St. Augustine with the best.

P J. My parents have invested with Dave Gamblin for over 25 years and now I am as well. Im very happy with the investment Ive made with Dave. Hes quick to help and answer all my questions patiently, because its very confusing sometimes. So thanks to Dave and the friendly team at Morgan Stanley. Sincerely- Amanda Spector

Helen Kassel David (Assurity Financial Group) has made me feel at ease about my future. I don’t have to worry about having enough money to retire now that David has invested my money to work for me. And, he (David) is very good at explaining everything.

u me “cool” great really like them

Louie Sanchez Mike is a great mentor and fantastic Financial Planner. His knowledge is extensive, has tremendous attention to detail, and genuinely cares. I highly recommend you speak with Mike for all your financial needs.