M. ALAN FINANCIAL, INC - Boynton Beach (FL)

Norbert Tuseo Good reputation

frieda romanchuk N&L Wealth Builders: Nick and his super staff are about the client’s needs first. Since becoming clients about a year ago, we have attended various ‘client functions. Nick does some educational reviews and updates, we socialize with other clients, and we have some fabulous meals. Sometimes we drop by the office for reasons other than an appointment with Nick. We are recognized immediately upon entering the office by the staff. If Nick doesn’t have an appointment at the time, he comes out to say “Hi!” The office location is convenient to where we live AND we have options depending upon JAX interstate conditions! The ‘client events’ are at various locations so we attend the ones that again are most convenient. Nick is well worth listening to.

Gavin Bryant I’d like to thank Rose for giving such excellent service. She made opening a new bank account a lot less intimidating. Incredibly informative and kind as well.

Lynn Tyler We have been using Certified Financial & Tax for 7 years now. They answer all our questions with patience and understanding. They give us great advice for our business. They have gathered all the necessary financial data, for my WBE Certification. They take care of our personal and business taxes. I am so glad we found them when we first began our business.

C S Very positive

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