Gerace, Catherine L - Coast Financial Advisors - Pt Charlotte (FL)

Gabe Marrero The Banker Nate Carroll was incredibly friendly and efficient he explained everything throughly and helped me set up my new accounts in no time! I would definitely recommend others to this location and especially to him!

Dennis Urbanski No one is ever there..hours posted are kept.

Pat Scattolon Ive worked with Merrill Lynch since 2012. They have always been professional, educational, kind, and thorough. They have consistently served me well.

Amanda Fitch John came highly recommended by a buisness colleague who had great success with him. He was very professional returned my calls quickly and was very helpful. John listened to what my goals where and put me on my way to achieving them, exceeding my expectations and acquiring my target quicker than I thought I could. Great company and highly recommended.

Michele Kaminski I have been a very happy and satisfied client of WRS since 2012. Mr. Bose and his team members are always available to discuss ones concerns. I am someone who always needs financial help, so I appreciate their assistance so very much. They are very honest and always act for the best interests of their clients. They represent the utmost integrity. I recommend them to everyone with the highest level of confidence.