HD Money, Inc - Sarasota (FL)

Nicole Helton I have used Amtrust bank for 10+ years and there isn’t an employee who hasn’t been friendly and helpful. Indira Ali is one of the most pleasant people to work with! She is knowledgeable, kind and probably the reason I have stuck with Amtrust for as long as I have.

nancy n Jacob is a stellar human, whom I trust more than any financial advisor I have ever worked with! He was a brilliant analyst even in high school, with such a strong vision of sharing success with others. I never met such a bright young man with such a solid and strong character! Now that I work with him, I’ll never look back at all the disappointing experiences I had with the big institutional advisors. I’m never worried about what the market is doing, because Jacob performs so well throughout; he truly understands my risk tolerance and income needs. He has my holdings well diversified, with limited downside risk, and with guaranteed income for retirement. He spends as much time as needed, to make sure I understand everything and make informed strategic decisions, all stress-free. The people that find Jacob will have a trusted advisor for life, and for the next generation, too! 10*++!!

Milibeth Chavez Bad

Tracy Kerby Wonderful service!

Trent Little Financial security has always been a goal for myself and my wife during our working years. When looking at firms to secure our future it was not the firm that drew us in, but rather the individual we were working with to manage our financial security. Matthew Murphy was and is that person! If anyone is looking for someone they can trust, with their financial future and will help you plan accordingly, schedule a simple conversation with Matt at his office (Benetas Wealth). Have a personal dialogue about where you are and where you want to be in the future. Whatever that may be, Benetas Wealth can help you achieve your financial goals. May God Bless You, Trent and Stephanie Little

Jorge Frank I live in Indiana and use Merrill Lynch. I am looking for a home in Florida and came across the post below while looking at nearby places. I lost a ton of money during the pandemic, but my advisor said to just wait. All the people who pull their money will soon stop, they will loose a ton and then put it right back in and things will get back to normal, I know its hard to do that, I lost $140K was at -23%, but within 5 months was back $230K and +16.5%, so almost 40% change in 5 months, thats crazy. No one would have guessed either of those would have happened. I had just invested my money a few months ago, and thought, I am going to loose it all, but I listened to my advisor thank god. They tell you they dont know the market, because they dont, no one does and if they say they do stay away from them, they are a fraud. They can only base their decisions on history. I have been with Merrill Lynch for almost a year, and have had no issues yet. I have my bank account with Bank of America who owns Merrill Lynch and I like the way they migrate together.