Merrill Lynch Wealth Management - St. Augustine (FL)

Jessica Mishali Mike Maynes and his team are extremely professional, trustworthy, experienced and kind. Their attention to detail makes Tortuga Financial stand out in the industry. I highly recommend Mike Maynes and his team.

Allyse Dempsey Nick has been our trusted advisor for years now. He always has our best interest at heart based on where you are with your portfolio and what your financial goals are. I HIGHLY recommend him to everyone, you will not be disappointed!

NAA The team at Excalibur Financial are fabulous. My husband and I have been clients for the past ten years. We have been extremely pleased with their informative, thoughtful and profitable expertise. We have been so impressed, with the team, we have recommended them to friends and family. I realize it’s not polite to talk about money, but I am making this one exception.

Lynda Gargano Abby help me make smart decision with my insurance. I would recommend her to anyone that asked.

David Toback I give Lauren my highest possible recommendation. I refer my clients to her whenever I can. She provides outstanding, comprehensive financial advice and always has her clients best interests in mind. She has over twenty years experience and guides her clients through the good and bad financial times.

Dan Anderson Worst company. Dont trust this company! Constant phone calls. When. Told them I dont have a need and was cursed at and told off. Appears to be a scam company! Stay far away! If you answer their 1st call expect daily harassment calls to follow for at least the next few months. They havent stopped for me yet!

James Tameka made everything so easy. I had a 10min conversation over the phone with her ... & she had me in the office a hour later with everything ready to go ... So Fast & Friendly....A REAL Professional

Chris Wyatt David is very knowledgeable on helping a family with Strategies to have retirement be an easy adjustment. Enjoying life without WORRY. We wished we could have met him earlier.

ronald donnerstag Doing a great job. Can’t ask for more