Merrill Lynch Financial Advisor Jeffrey Petersen - Vero Beach (FL)

Juan Salomon I have had an account at this branch for over 8 years and they have always provided excellent, fast and clear service to all my needs, especially my Account Officer, Mr. Wilson Roldan, who has always been patient in guiding me through everything related to my accounts. I definitely recommend this bank.

Susan Winkler I found the people working at this location to be very accommodating, understand my needs, willing to help with options at a rate I can afford. If there is some issue, they handle it right away. The manager was my loan officer and explained the process thoroughly. If she was not available, any of the other agents knew of me and could answer my questions. This office makes you feel that you are important to them and gives you proper guidance in your decision making.

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!

Jenni Chap I had never bought a house before and Eduardo was so instrumental in helping me understand how the process worked and walked me through everything. The Sebring branch staff have been so polite, friendly, and helpful with whatever I need. I would recommend this branch to anyone who might be nervous about the mortgage or banking process. They are fabulous!!

Usha Rayan At the time when I went to F.D.R. I was in a financial mess. F.D.R was able to make it possible for me to be financially grounded and truly understood my hardship at that time. They were supportive even through the Pandemic and. with their knowledge and experience they were able to put together a package for me to regain my financial independence for life. F.D.R. is quick to respond with any questions and they are willing to go all the way to help you find the answers. With F.D.R. you are not alone. Thank you F.D.R. for always being there for your clients in need.

Gary Anderson My wife and I have been with Darwish Financial for many years. We have always received professional sound advice which has enabled us to have peace of mind and retire comfortably.

Abby Cruz I’ve been filing with Marvin for 3 years Now and he is the best ! I was worried I wouldn’t be able to file with him this year as I moved out of state but I put all my info into the link he sent me and within an hour I got a call back saying I was good to go he also got me approved for an advance which I received the next day. Definitely recommend!

Tim Oliphant Ross and Teresa have been taking care of the taxes for our entire family over the course of several years now. We go back to the days of the old Hollywood Bread building together. We know that we can count on them to keep us on track with our scheduling, documentation requirements, quarterly filing when necessary, and extensions as needed. Ross has always been a savior to us, by keeping us in the know about any law changes over the years and has saved us a great deal of money that we otherwise would have missed out on with our returns. I plan on being a lifetime customer, because I know that I can have piece of mind and can count on Ross and Teresa to take great care us!

Sergiu Victor Pletosu I meet Drew a year ago ! From the first time I met him, I was impressed by his passion and knowledge about retirement planning, investing and other ways to improve the financial life. His financial advice was real, easy to understand and was explained in such a way that it was easy to relate and follow. He came across as a person that wants to help others build a better financial future. I strongly recommend to meet with him.