Merrill Lynch Financial Advisor Charles Elzer - Bradenton (FL)

Cameron Amend Jordan Lacy has been incredibly helpful in simplifying my finances and guiding me toward my goals, while teaching me along the way. He is professional, knowledgeable, and always make me feel confident in the decisions we make. Highly recommend his services!

Alicia Gutierrez I would like to recommend Mr. Bernett and his assistant Shelly for a superb job and providing great customer service.

Mandy Lynn I stopped by the bank yesterday and tried to use the ATM, but it wasn’t working—and there was no sign saying it was out of order. I went through all the steps, waited forever to get my card back, and then finally got a message on the screen saying it wasn’t dispensing cash. Super frustrating. A simple “out of order” sign could’ve saved me (and probably others) a lot of time. Since the ATM didn’t work, I had to go inside. I do like this bank because it’s close to home and the staff is always nice when I go in, but they’re seriously understaffed. There was only one teller working both the front desk and the drive-thru, which doesn’t seem fair to her or the customers.

Mark Thompson I was in the final stages of a business acquisition transaction that required key person life insurance coverage and accessed Michael and Susan Gray online at MEG Financial. They responded quickly and Michael and I were talking on the phone hours after my inquiry. We discussed my short timeline to secure this coverage and Michael explained the required next steps and that if we jumped into the application process quickly we could have this coverage in place to meet my timeline requirements. He found the most affordable coverage and carrier option for my coverage request and completed the initial application on the phone. Michaels wife Susan then jumped in through emails and phone calls to expedite the required physical exam and submission to the carrier underwriters and walked the application through to ultimate acceptance such that the policy could be issued in time for my transaction to close. I highly recommend Michael, Susan and their Team to anyone looking for key person life insurance coverage. They are located I believe in Florida and I am on the west coast in Washington state and their knowledge and responsiveness in this process made me feel like I was working with someone in the office building next door.

Brooke Eversoll Heather and her team at Wellspring are wonderful! They are so professional and we love working with them. They are proactive in setting up meetings and keeping us on track with our goals. Highly recommend!

Austin Preik If you have planning questions you ought to speak with Angela Brown at North Florida Financial. No judgment, shes there to help get ducks in a row and improve your bottom line. Shell work with your current professionals as well.

Amber Salley The amount of spam calls from this company is unbelievable.