Merrill Lynch Financial Advisor Kyle Morgan - Vero Beach (FL)

Jared Webb Had a great experience at ML branch in Ft Myers. They explained the potential of my portfolio better than other investment firms could. Would highly recommend their services.

Terri Huerta Dirinda truly cares about her clients and it shows. She is very professional, honest and ethical. I recommend her without question.

Michael Odom This place is actually one of the many historical places here in Crestview, FL! Used to be the public library named after Robert L.F. Sikes which he was a senator for Florida! and in 1995 I believe. Our community college in Niceville, FL needed more room and purchased it and started using it as part of the college campus which is now Northwest Florida State College.

GLADYS VILLALOBOS I had a great experience working with Amanda—she was incredibly helpful and made the entire process of obtaining my insurance cards quick and easy. She kept me informed every step of the way and ensured everything was handled in a timely manner. I truly appreciate the excellent customer service provided by Amanda.

Michael Giulianti Best insurance investment firm. Its all about safe retirement plans using insurance as the vehicle to guarantee your retirement income and Brent and his Nationwide retirement planners are kind, smart, and safe!

Jesus Perez As professional with a background in tech, I value clarity, strategy, and results—and that’s exactly what I found working with AllGen Financial Advisors over the past 5 years, especially Karen! She took the time to understand where I was starting from and met me there with compassion, bringing a level of professionalism and expertise that helped me eliminate 100% of my student loan debt in under 12 months so I could pursue my dream of moving across the country—a milestone I still pinch myself about! AllGens approach is both personal and data-driven -- and their fiduciary responsibility means you can trust their advice is always tailored to your unique situation and designed for optimal returns. Whether youre just starting to get a hold of your finances or a seasoned investor, please consider the team at AllGen - theyll have your back and accelerate your journey to financial freedom.

Jannet Porter Theses days you drive through atm for most everything,but for some transactions I go inside..The tellers are nice an helpful. Ive been a customer for twenty years an I am satisfied with all services. Ive experienced no problems with my account. All goes smoothly.

Natashia Hicks Junior made my tax file process easy!! His experience and attention to details helps me find areas in my business for deductions. Also, the software they use makes my tax filings process seamless. Thank again and see you next year!