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

Duane Hogge Not only was Jessica friendly on the phone she made me feel comfortable enough to open up to her and allow her to present whst she had to offer. After listening to her speak to me about the different plans and answering my questions I chose the right plan for my needs. She will be my go to person when I have Medicare concerns. Very professional, Very courteous, well spoken and very knowledgeable. Thank you Jessica for a great experience.

Lamarche Gage Damaris has done my taxes for the past 3years. DAS is very knowledgeable about personal and business and always provides what’s in my best interest. She is very thorough and always gets the job done in a timely manner.

Donald Mears Cole is the best of the best! I had several appointments in the one of Mariannas office and they had to cancel because of their staff was sick! The young lady at the Mariannas office called Coles office and made me a appointment for that day! I drove over 30 miles for this appointment to get my income taxes done! You guys always do a great job but this time it aways beyond that! Thank you again Cole!

Business Email This bank is the worst so far. Tammy Brown was my manager.Had my first check processed 10 days. Online transfers are unavailable. Zelle doesnt work. Cash app transfer was not approved by this bank and customer service is unavailable on weekends. Plus, another payment to the credit card was not available.DO NOT RECOMMEND. And those "specialists" may need a different jobs.

Matthew Noel Continuously learning about different investment types/vehicles and understanding the importance of investing in different products early on in life to secure a better future. The professionals working here strive to get the best results at a low/reasonable price.

Andrea Holland where are y’all located at

Keisha Adams I had an awesome experience!!! The ladies were very knowledgeable and gave me great advice.

Brad Hayes Dan has been great to work with, always very quick to respond. He found a great lender for my mortgage needs in short order. Im very satisfied and will use him again.

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.