Merrill Lynch Wealth Management - Clearwater (FL)

APRIL SPAULDING I would highly recommend Tracey to anyone wanting to know more about building and reaching their financial goals. She can help you develop a plan even if you only start with $100. One of the many things I absolutely adore about Tracey is she goes above and beyond for her clients and fellow colleagues. She listens to your needs and helps fill them even it it has nothing to do with Edward Jones. She has built so many personal relationships with the community that she can direct you to the right person or business. If you need a Will or Trust, if you need a house cleaner, if you need a HVAC help, if you need a REALTOR...Tracey knows just about anyone for the job! Tracey is a very caring, reliable and trustworthy individual and I cant thank her enough for all she does.

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

Kentrell Harris Barby is great and was very helpful and walked me through it… top team player

Brian Madalena I have used Alan and Edward Jones for years in setting up my future with my investments. Hes been extremely informative always and has given me advice on how to invest based on what goals I have set out for myself. Highly recommend going to see Alan!

Kaitlynn Peterson I usually never give 5 stars to any establishment and it’s even crazier that this is a recovery establishment. My vehicle was sadly repossessed due to hard times. The guy that runs this establishment in Tallahassee was so helpful to us and was sincerely trying to help us get our vehicle back. He’d call me with updates and everything to let us know what was going on. Very nice guy and so helpful! If you go through what we did, be nice to these folks. They’ll really go the extra mile to help you out if you need it. The main office in Tampa is a little shady but the guy that runs the Tallahassee location is very nice.

KATHRYN HENNINGS Great service from Mazda when we bought our new car.

Taylor Yancey I was looking for a Certified Financial Planner who could help me sort out my accounts and create a clear financial plan. I’m so thankful I found Kyle Kay and Sterling Wealth Management! Kyle explained everything in a way that made sense, and he designed a plan that fits my life and my goals. I truly recommend Kyle and his team for anyone who wants confidence in their retirement planning!

Priscilla Nunez I have been doing my taxes with John for the past 15 years. He is upfront, professional, and his staff is knowledge and friendly. His prices are reasonable and the location isnt hard to find. Hes awesome wouldnt take my taxes anywhere else.