Merrill Lynch Wealth Management - Daytona Beach (FL)

Marilyn Brady Just a quick review to say that I had the pleasure of working with Noel Siddall yesterday at the Okeechobee Branch. I seldom write a review, but made this exception as Noel was exceptional. She was refreshing to work with, in every aspect--from her quiet yet confident manner, to her knowledge of what needed to be done, to her consideration of my time. Noel was also able to clearly communicate what steps needed to be taken and in what order, etc., etc., etc. I could go on and on. She is someone who "has it all", and I see her as an extremely valuable asset to Seacoast Bank for years to come. She is POTENTIAL PLUS! So, while Im typing, I want to say that I have seen a very positive change in this branch, as every person I have worked with has been a "cut above"--just like the days past. I would name more names but there are 2 girls of whom I dont know their names and wouldnt want to leave them out. So, "kudos" to management for hiring and training these girls. Keep on with the upward momentum and congratulations!

Lana Peters TrustWell equals peace of mind. Partnering with TrustWell to help manage and optimize our financial investments in our retirement years has proven to be a smart decision...and valued blessing. The TrustWell Team, especially advisors Bradley and Brett, go above and beyond - customizing and monitoring all aspects of our financial well-being...always, with our best interest at the forefront. At the core, we trust and value the expertise, experience and integrity of TrustWell and its advisors, especially as a faith-oriented team. We whole-heartedly recommend TrustWell.

Kimberly Welborn Lorri Lammie was awesome. Everything was done in no time and with out a headache. I go every year and gladly pay the fee so I have one less thing to stress over. As always very happy with my refund amount.

Wes Nowling Very nice folks top of the line when it comes to being customer friendly.

Antoinette Hoge Waterfront Advisors is a great company. Mike Shields and his associates answered all of our questions. They took us step by step to explain all the different types of investments and how they work. If you have any questions give them a call.

Linda Tyler Employees are always so polite and helpful. They are willing to go the extra mile in customer service. Thank you.

Anthony Fontana Great Experience. Met with Mr Berte and he set me up with a financial plan I am confident will take care of me in retirement and my family in the event something happens to me. He answered all my questions completely and took a collaborative approach. I appreciated the no pressure sales approach, Highly recommend!

nathan brown Just moved to Florida. Ive heard good things about Suncoast Credit Union so I stopped into the Dade City Branch. I was greeted by a friendly and helpful staff member. Her name was Savannah and she was very professional and efficient. Originally I was only going to open a checking account but after talking with the young woman, I decided to also open a savings account and a money market account. Im very happy with the experience and would certainly recommend the Dade City branch as well as Savannah. Five stars!

Benjermin Fleming What is the best thing about doing taxes ? Nothing.So If you want to get your taxes done Without a worrying Have all your paperwork ready bring it here you will get the best service and quality from a professional that you deserve and you may qualify for the stimulus check