Sandra Northup Steve is responsive, efficient and professional. I enjoy working with him! Even when I had waited until the last minute, he responded kindly and helped me resolve my issue quickly. Hes extremely knowledgeable and combines that with a friendly personality that is very easy to work with.
Cobb Sheryl “Sheryl” I’ve been with Suntrust for 18+ years which is now Truist. I’ve been very please with all of their services over the years. I just had to take out a small loan to replace my a/c and I had the money in a matter of hours. Lorie Webster is great!
Sheila Ramos The staff is helpful, kind and informative. But I would like to give a special shout-out to Mrs.Kathy B. who helped my transition move go smoothly. She was patience with me and guided me despite my fears. Thank You for all your support.
Leigh Palmer Weve been using Steve Doss for years and he is a fantastic accountant. He and his whole staff are knowledgeable, friendly and provide excellent service.
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.
M Hart The combination of large company resources and a local family office feel helps make Merrill a great place to be a client and employee. Weve found that consistent, high quality advice at a reasonable price translates into clients achieving their financial goals.
suzen st dalke Everyone here is fabulous. They do such a great job and are so kind and helpful. Worth your time to check them out and make the investment.