Merrill Lynch Wealth Management - Jacksonville (FL)

Dawson Zahorian Family Tree Financial Services provides the “Ritz Carlton experience with FedEx efficiency”. The highest quality advising and customer service. This is the premier wealth management group.

Jennifer Camejo They are the best. Always doing my taxes with them. Very professional

Bob Mastrosimone Excellent Advice.ade me a lot of money

Lori Grier Saw John for my tax filing this year an as always like for the past 30 years it went well an was a plesant experience. I feel confident in John"s skills n knowledge. John n his whole office r pleasant to deal with. I highly recommend them. Thank you. Sincerely, Lori Grier Hello Lori here again yes i wanted to add about the investment side as well having someone manager your investments for over 20 years should speak volumes in itself I think John does great n his Team is incredible. 5 stars. If you r looking for someone look no further, I think you will be happy.

Josh Blum Bill is great! He knows what he’s talking about and even more important to me he can explain it in a way that you can understand. It means I can trust him to do the right thing.