Merrill Lynch Wealth Management - Fort Myers (FL)

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

Amy Rodriguez Mr. B is very professional and personable. His knowledge about retirement planning is unmatched compared to others I went to seeking assistance. As a divorced mother of two, I needed to make sure my money was working for me and prepare for the "what ifs" and Mr. B helped me do that. Now I feel secure for the future and my family. Thank you Mr. B!

Joe Colbert This service has been very helpful in taking the first steps towards investing wisely.

Dale Dobbs It was nice to meet our new financial advisors today. Very knowledgeable and friendly. Would recommend in the future!

Marcelo Pessoa Failsafe Accounting is an outstanding office that truly goes above and beyond for their clients. The team is incredibly attentive, professional, and always willing to listen and understand your specific needs. They not only provide excellent accounting services but also offer valuable financial consultancy, ensuring that every aspect of your business is well taken care of. Their dedication and personalized approach make you feel supported and confident in your financial decisions. An additional advantage is that they also speak Spanish, which makes their services accessible to a wider range of clients. I highly recommend Failsafe Accounting to anyone looking for a reliable, knowledgeable, and client-focused accounting office.

s a Kris is the person to go to if you need expert tax advice or someone to do your IRS taxes. She is easy to understand and works quickly to get the job. I highly recommend her services. S Ash

Destiny Wade Awesome place!! Kayla, one of the loan officers, made the process sooo smooth and easy for us! We are soo thankful! Amazing service!