Merrill Lynch Wealth Management - Daytona Beach (FL)

Jennifer Vannoy Working with Trish has been an absolute game-changer. She tackled the worst mess I’m sure she’s ever seen and turned it into organized, accurate, and understandable books. Her attention to detail, clear communication, and no-judgment support made what could have been an overwhelming process feel manageable. I trust her completely and can’t imagine working with anyone else. If you need a bookkeeper who’s truly the best at what she does—look no further! Go with Fire Financial Solutions!

Joyce Adrian in the IRA Member Services could not have been more knowledgeable, professional and kind. Took care of a critacal transfer with empathy and aplomb.

e sandber Always helpful! Convenient location for us…

Ed Stephan My wife of 57 years has a degenerative disease, and it tears me apart emotionally to see her suffer. It also keeps me very busy tending to her needs. I know she will need Medicare coverage in the near future. However, getting qualified to receive available coverage can be complicated, involving critical limits on funding, accuracy and timing. The Hidden Wealth Solution referred an expert well suited to my situation almost immediately. I am very pleased with their experience and professionalism and I look forward to enjoying the solutions they offer.

Cyrus Winget Colleen is incredibly helpful, friendly and personable! She offered me great recommendations, being new to Florida, treated me very well at the branch to set up my new account. Greeted me with a smile and sent me off with a smile, that’s customer service! Thank you!

Naira Bishop Jesi is absolutely amazing! She came into my classroom as a guest speaker and spoke to us about financial literacy. Her session was really informative. My students were very attentive and asked so many great questions.We all walked away with a better understanding of budgeting, saving, and planning for the future. Thank you Jesi for everything!

trevor0188 At the top of their game. Great execution and great people.