Merrill Lynch Wealth Management - Winter Park (FL)

Jaiden Kane Xavier was extremely professional and timely! He helped us buy our first home with no struggle and really made the process as stress free as possible. His communication was fantastic and he was highly reliable.

Jary Quinones Excellent Service

Anita Williams I have been a member with Penfed for over 30 years and have never been to a branch before. After this experience, I am grateful that I do not have to repeatedly do this! I came in person to make a cash deposit. WOW! One teller ...and shes slow like molasses going up a hill. There were seven of us in line with her and although there was another person servicing the drive thru, that lady didnt even see fit to ask to service the next person in line. Where is the customer service? Didnt give one star because she was polite when I was finally served. This is not rocket science! Since you are not equipped with personnel to service more than 2-3 persons, a system needs to be in place to avoid persons, especially retired older people to stand for over 30 minutes in a line. You have all of these chairs. Simply, have a numbered ticket system so we can sit & wait. I see why your reviews are so terrible.

Kim McLeod I’ve had the pleasure of working with Jeff LaBelle as my financial advisor, and the experience has been exceptional. Jeff is not only highly skilled in his field, but he also takes the time to really understand your personal financial goals. He created a tailored plan that has helped me make great progress with my investments and overall financial strategy. What sets Jeff apart is his commitment to clear communication. He breaks down complicated financial details so they’re easy to grasp and has always been quick to respond whenever I have questions. His professionalism and genuine care for his clients make him a standout advisor. For anyone seeking a reliable, knowledgeable, and client-focused financial advisor, I highly recommend Jeff LaBelle.

Jody Stevens I needed a hard money lender to close on my commercial property when my SBA lender wasnt able to close in time. Capital Investments And Collateralized Lending, LLC stepped up and funded the transaction with no new appraisal in one week. Thanks again for all the help and happy to leave my personal recommendation for anyone looking for a great lender to partner up with to fund their deals or projects.

Steve Abbott Tammy helped my wife and I with some financial questions and loan information. Super easy to speak with and very knowledgeable. Highly recommended.