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

Jenn M I exclusively shop at trulieve and I absolutely love their products! I think they have the best out of all the dispensaries around here. They have a great loyalty program as well. I mainly shop here at the Bartow location as it’s close to home, I almost always place my order online. I do the online check in for express pick up. I hardly ever have to wait very long if at all. The staff is always GREAT and helpful, I have never had an issue here. Sad to see all the bad reviews. They will always have my business!

reese darlington I have been using Stephen for years! He always listens to my goals and helps me work and invest in my future. Extremely thankful to have him on my side.

Edward Jones Mr. Nic Navetta is a Great Professional who really takes care of his Clients Also Mrs. Angela Ward is Very good at her job b too.

Tracy Berg Highly recommend Harry Henning with Edward D Jones for all of your financial investment needs. We have been with Edward D Jones for over 25 years. Harry and his assistant, Ashley have been there for most of that time and we recommend them to everyone. In addition to doing very well for us, investment wise, they are always available when we have questions and take care of you like family! If you are just starting out or just looking for better customer service, look no further.. they are the best! Thank you Harry and Ashley, for all that you do!

Hunter Allen The local branch is top notch. (Trenton, FL). The head teller Hellen is an amazing asset to the bank and to me the customer. The call center is awesome too. Super nice to reach someone who could quickly help me.

Donna Schmidt Calla G. is the best, professional and keeps me sane. My husband and I recently retired, M. L. has made us confident that we have made the correct financial choices.

Steven Heuser For the past 10 years, the team at Wilmarth Private Wealth Management, particularly Steve, Victoria, and Cole, has been an invaluable partner in our financial journey. Their holistic approach, which extends beyond investment management to encompass risk management, estate planning, and comprehensive financial planning, has provided us with unparalleled peace of mind. Their guidance has played a significant role in achieving our financial goals. For example, their strategic investment advice has helped us grow our retirement savings by 70%, exceeding our initial projections. This has not only increased our financial security but also reduced our overall financial stress allowing us to retire earlier than anticipated. We particularly appreciate the personalized attention we receive. Their expertise in long-term care insurance was instrumental in helping us make informed decisions about our future healthcare needs, alleviating a significant source of anxiety. Additionally, I regularly ask for and receive real-time advice on major spending decisions such as home improvement and car purchasing helping ease the worry of these choices. Furthermore, Wilmarths proactive approach to financial planning has allowed us to anticipate and address potential challenges before they arise. Their ability to navigate complex financial landscapes, such as tax optimization and estate planning, has been invaluable. We highly recommend Wilmarth Private Wealth Management to anyone seeking a trusted and experienced financial partner. Their commitment to client success, coupled with their personalized approach and comprehensive financial expertise, makes them an exceptional choice for individuals and families at every stage of life.