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

Selena Gonzalez As first time homebuyers, we couldn’t have asked for a better experience. Chris made the entire process super easy and was so helpful every step of the way. She helped us stay within our budget and always made us feel like family. I really appreciated how straightforward and honest she was throughout everything it made a huge difference. 10/10 would recommend her to anyone!!

Tee W I paid off my car today and had to thank everyone at Argentum for an awesome experience! First they gave me a loan on my dream car with bad credit. Then when I fell ill and could no longer work they were there for me offering suggestions and solutions. Last but not least their customer service team is always fun and uplifting I just never dreaded calling them for anything! No matter who I talked to they made me smile and laugh. I even asked if I could get another loan through them! Lol apparently it doesn’t work that way but they helped me build my credit so that I’m very grateful for. Thank you ladies and gents keep up the amazing job!

Bella Casa Inversiones Good service. Friendly and professional.

Marsha Tibbetts Customer service, great

Tanielle F One Main is great! Excellent customer service. My most recent experience was with Shelly, and Ive worked with Maryann in the past. This office does their best to help you succeed. Thank you again!

Maria Bencomo I have had the pleasure of working with Jorge as my financial advisor, and I can confidently say he has exceeded every expectation. His professionalism, transparency, and genuine care for his clients’ well-being truly set him apart. One particular instance that stood out was when I referred a friend to Jorge. Rather than encouraging a change for personal gain, he advised my friend to keep his investments where they were because it was the best decision for him. That level of honesty is rare in this industry and speaks volumes about Jorge’s character. Jorge has also been instrumental in helping me budget and organize my financial documents to ensure I’m well-prepared for the future. He takes the time to answer every question thoroughly and leaves no detail unaddressed. I’m incredibly grateful for Jorge’s support and helping my son as he transitions into post-graduate life. I highly recommend him to anyone seeking trustworthy and knowledgeable financial guidance.