Keywords: Financial merrill lynch financial advisor angela davis fl

Merrill Lynch Financial Advisor Angela Davis - Punta Gorda (FL)

Address: 🏡 1190 W Marion Ave Suite 1, Punta Gorda, FL 33950, USA
Website: https://advisor.ml.com
Phone : +1 (941) 637-4333
map

Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJEe3cwfZX24gR_2gsMWByiAA
#Florida

Sundin Financial - Boynton Beach

Sam Silvia It has been a wonderful experience with Fred. When I retired, he helped figure out what do to financially and in laymen terms! I have never looked back. Trustworthy, kind, and patient.
5 /5

PNC Bank - Fernandina Beach

dannyp1 Extremely helpful, knowledgeable and friendly,great experience.
5 /5

Basil Allison - Raymond James - Spring Hill

Tree Bear Best investment advisor. Doubled my money in 3 years Basil Allison. Now running private hedge fund. Great investment Estate planning expert and tax planning on point
5 /5

Truist - St. Augustine

Wanda Heite Dalia is the best! My husband and I have banked at this branch for many years now and, always, without fail, she provides banking services with a professionalism that is not readily observable in other financial institutions. Personable, polite, and pleasant, and so very competent,she makes a trip to the bank a pleasure.
5 /5

Poole Financial Network - Port Orange

A C Moore I attended a Financial presentation at the Halifax River Yacht Club (which included a free dinner) and found it to be informative. I took plenty of notes on the topics that pertained to me. I was very pleased with the dinner that was offered (I selected salmon) and we were even able to take home leftovers. I plan on meeting with Mr. Poole to discuss Estate planning. The only suggestion I have regarding the presentation is to perhaps limit the amount of information presented. After an hour or so your attention starts to wane. Thank you.
4 /5

Prime Meridian Bank - Crawfordville

Pat Jandacek My present bank does not have branches in the Tallahassee area and I am moving to Panacea in a few short weeks. I stopped at several banks but when I reached Prime Meridian I was very pleased with the reception and service I received. Personal checking and savings account were completed in the one visit though it required many phone calls and a long wait for Tara to get the information needed. She was patient, kind, and still able to acknowledge other patrons as they came in without disturbing our business. Its also a beautiful building and I have no doubt all service will be rendered with the same attitude toward the customer.
5 /5