Merrill Lynch Financial Advisor Jeffrey Leedy - Punta Gorda (FL)

janine Geary Tom helped us get back on track and grow our retirement fund. He had come highly recommended and we are very happy to have worked with him going on 7 years.

gale murry Michael Boggiano and Shaun Tarzy have been my financial advisors for several years. They are a perfect team, and are always willing to met with you, and answer any questions or concerns that you may have. They are very supportive and willing to provide recommendations based on your individual needs. Shaun and Michael are very professional and knowledgeable. They provide the appropriate steps and strategies needed towards financial freedom for your retirement years.

R Jenkins They know my name. And theyll learn yours too. Friendly, personable, and nice. And you never know when theyll surprise you with treats!

Matt Weaver Full disclosure: My company gets health insurance through Philip Financial Group. My experience with Philip Financial has always been extraordinarily great. Any time Ive had an issue or question they have responded within a day, and have even called the insurance company (they are a broker) to handle a few issues for me. On top of that, Ive recently engaged them for personal financial help/advice. Because my health policy is with them, I was not charged for the financial advice. The gentleman I worked with, Dwight, was very professional and helped turn several financial worries into very achievable goals. I cant speak for their work as far as their money services go, as Ive not worked with them in that realm.

Ms. B’s Science and Cats! Jason and the staff always make me feel important and comfortable. I trust his advice and am very satisfied with the many years that I have done business with him.

Bailey Moore Charley & David have been a real asset for me and my clients. They are a pleasure to work with, professional and delivers on time, which is paramount in todays competitive real estate market. Charley is creative and goes above and beyond to ensure his clients receive top notch service/loan products, a seamless process and successful outcome.

Rachel Black I’ve never banked anywhere from they remember your name. Here, they do. Polite, kind and they actually care about their customers. Elaine, Stella and Gladys are absolutely unbelievably helpful. Thank you all for being the best at what you do.

Kat Castillo Great service, very professional.