Merrill Lynch Wealth Management - Tallahassee (FL)

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

Mark Zintel SP Christine Turpin is a solid insurance pro. The annuity product she provided met my needs and fits perfectly in my retirement portfolio. She is super knowledgeable and there are go games or pressure. The transaction is about you, not them. I will be doing more business here. A+ and recommended!

GrimReaperTrader As a seller of a home, we are currently dealing with Cardinal Financial who represents our buyer. They have had three weeks to appraise my home, and have failed to provide us an appraisal amount, and the appraiser they privately hired, failed to do the same, and is refusing to disclose. I am now less than two weeks away from closing, and am unable to pack my belongings or find a new home. I will follow up with a BBB complaint about Cardinal and their unethical practices.

Scout Garren I was recommended Nathaniel Hudson by a friend. Do not make the same mistake. I’ve had to use him 3 times, he accidentally pulled $5k more out of my account after I already pointed out the error and he still filed. Now, he didn’t file paperwork, for over a week that was for a deposit I NEEDED. His inability to do his job is deeply impacting my finances. He doesn’t even seem to care. He’s playing with peoples money.

Jessie Lindsey To all reading this note of the service I received with Mariner Finance .... Excellent - Excellent service in applying for a loan. It only took minutes to finalize the paper work. You are in good hands with any representative with "Mariner" They are outstanding!!!

Elaine Silver Madison is a smart and savvy financial advisor who can help you set your financial goals and keep you on track.

Pippy McGuire This branch was very friendly and helpful. Cambria was so kind and helped me with all my banking needs quickly and efficiently!

cechu CMV Excellent service

Lucy Lowe The ladies at First Bank in Moore Haven are the absolute best. They go above and beyond for their customers. Cristina has been a life saver for me and my family on more than one occasion. Mrs. Debbie as well. Highly recommend.