Merrill Lynch Financial Advisor Christopher Dwyer - Punta Gorda (FL)

Natalia Williams Thank you Marcy & Christian! I had no idea what to do with my inheritance before I met these two. Thankfully, they explained to me everything I needed to know & created an investment portfolio for me. Christian always knows when to buy low & sell high. I can see myself in 40 years having Christian’s son set up my trust & will for my children. & thanks for never forgetting my birthday ❤️

Joyce Adrian in the IRA Member Services could not have been more knowledgeable, professional and kind. Took care of a critacal transfer with empathy and aplomb.

M D (Bigdtravels) Tina and her entire staff do an outstanding job providing CPA and Financial Services. Whether it’s business or personal they are highly skilled to assist with both

Sheila Higdon Love the ladies here! Once they spent an hour trying to help me find a cheaper auto insurance quote, they are very friendly helpful people. Always welcome you with a smile and always go above and beyond for you

Jimmy Dean Great tech and customer support. Easy to work with.

Carl Bill (Bill Carl Voiceover) Joel is not only an excellent financial advisor, hes a tremendous resource when it comes of related areas like estate planning and the ins and outs of starting and maintaining a business. Not only does he handle our accounts but that of relatives weve referred him to. Bottom line: Hes honest, candid and hes grown our money. End of story.

Marla Maccri My husband sure could use a new bank card. His is worn out and will not work. Tried on line and it said I had to call. Called and spoke to representative and he finally said you will have to go to the bank. Went to the bank and they said no you have to go on line. So cant get a card. Sad!