Merrill Lynch Financial Advisor David Walker - Vero Beach (FL)

Tina Bishop Jessica was very professional and had a positive attitude. She was very courteous and thorough in helping me throughout the entire application process. I am very pleased with the overall outstanding customer service I was shown!

Terry C We thoroughly enjoyed meeting Nikki and Sarah at a recent social security seminar that we attended. They had a lot of good information to share so I would suggest this for anyone who may be nearing retirement and has some questions. We met with Nikki today for a private consultation and we are looking forward to a planning session with her where we will talk about some more specifics.

Dolly Williams David was extremely professional, courteous and informative with 20 years of expertise. He made my husband and I very comfortable doing our taxes with him, he even stood late to help us. We highly recommend him for your tax needs, 10 out of 10!

William Reyes I had a great experience working with Mr. Greg Godin and his group during the purchase of my home. They were very professional, knowledgeable, and made the entire loan process smooth and stress-free. What I appreciated most was how timely and efficient he was—every step was handled quickly, and I never had to worry about delays.

Andrew Gibbons The staff at First Command in Pensacola are highly professional, experienced, and adaptive to your goals. Tory Sokul is willing to take the time to walk you through each step, making sure you fully understand the “why” behind your financial planning decisions. His dedication to providing you the tools to achieve your financial objectives are top notch. I highly encourage anyone (active duty, separated, retired, or otherwise) to reach out to First Command to learn about incorporating financial planning as early in your professional development as possible.

Michael Bernardi I recently had the pleasure of working with John Ziesing, at Advanced Capital Management and I cant express how grateful I am for his assistance! He provided me with the necessary information regarding my annuity contract, which was crucial for my refinancing process. John was incredibly knowledgeable and made sure I had everything I needed to move forward with my refinancing. If youre in need of assistance with your annuity or retirement planning, I highly recommend reaching out to John Ziesing, at Advanced Capital Management. His dedication to helping clients is evident, and he certainly made a positive impact on my experience. Thank you, John, for your outstanding support!