Merrill Lynch Financial Advisor Marcus Rowe - St. Augustine (FL)

Marleen Whittington Tessa is very professional with a personal touch. She takes the time to explain anything you dont understand and answers your questions and concerns. As a senior citizen I appreciate her patience and caring attitude.

James Lapointe Matt has been a great resource both for myself and for my business. From helping us set up a sensible retirement plan for the business to personal financial advice, Matt is extremely knowledgeable and patient. We got great advice from him and highly recommend me to others!

Mary Dana Joe Timm and his staff have been invaluable to us since we decided to retire. Joe’s guidance to help us set up and maintain a retirement account has served us very well for the last 11 years. We had very little idea of how to invest our retirement savings but by working with and learning from Joe, we are living a life that I never thought possible. We are forever thankful to Joe Timm and Edward Jones of LaBelle. Edwin and Mary A. Dana

Ishmael Green LaJoi was super awesome! She really helped me get some stuff figured out, helped me with a bill payment and just was super helpful. Phenomenal customer service! Thanks for the tootsie rolls lol brightened my day!

Bonnie Mixon Wow, I’m impressed. Rudy did a fantastic job on my taxes. I needed my taxes like within two hours and I mean to tell you, he got them finished and filed. I was able to take care of some business that I needed to take care of. Awesome job!! I will probably use him from here on out.

Stephen Owen Insanely appreciative of Omni Financial and Daniel Battillo especially! I highly recommend them if you are looking to have investment advice and solid game plans for the future!!