Figurit - Key West (FL)

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.

Jim Leblanc Thanks to Michael, i am about to close on my dream home! He was refered to me by Dimarco accounting services. He has gone completely out of his way to get me the best rate possible for my situation. Cant wait to see what he can do for my retirement portfolio. Thank you Mike!

Patricia Drayton Recently my credit card had been cloned. I thought I would have the worst time getting the money back that was stolen. Space Coast never made me feel like it was my fault. They made me feel so comfortable and made it so easy to retrieve my money. My money was back on my card in less than a week. Thank you guys.

Jesus Perez As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGens approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether youre just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - theyll have your back and accelerate your journey to financial freedom.

Mary S We dropped off our business and personal bank statements the 2 of January. He kept telling us another 2 weeks, then he went on Vacation for two weeks. Then he had the nerve to charge us $150.00 to file an extension only to find out its FREE. We were charge a total of $750.00 and didnt get our check until beginning of June! That will be the last time we Ever use him again.

Shawn Pilato Joe is wonderful. Always there and so knowledgeable. Mark and Shawn Pilato