Merrill Lynch Wealth Management - Panama City (FL)

Mike Evans Jessica was amazing she helped me figure out that I was paying for two different policies on the same vehicle for over a year and was able to get that policy canceled and get me a refund for that policy over 1,000 bucks. she also was able to save me over 100 bucks a month on my current insurance. I will recommend Newport insurance to all my friends and family. and to anyone who wants great service go see Jessica you won’t be disappointed. Thanks Jessica.

Audrey Switalski My mom has been working with Tory for some time now. I’ve seen firsthand how much peace of mind he’s brought to her financial life. He’s been incredibly patient, clear and attentive-taking time to make sure she fully understands her options and feels confident in her decisions. I truly appreciate the support he’s provided and would highly recommend to anyone looking for a compassionate & knowledge advisor, especially for aging parents who need trusted guidance.

Nasir Nabial Its nice to have a new location here in lakeland, beats having to drive to Orlando or Tampa. As someone who used to be on TD Ameritrade, the switch over to Schwab was done well, Bravo.

Drucilla M Neeley Desiree especially, but all advisors are extremely helpful, qualified and knowledgeable about guiding through the assistance and insurance programs.