Merrill Lynch Wealth Management - Winter Park (FL)

Diartist24 Worked with Abdallah who really knows his stuff and looks out for your best interest. He is thorough and makes sure he crosses his t’s and dots his i’s before executing something. He does his best to try and accommodate your way of understanding and learning to ensure that you feel comfortable with the information he’s explaining to you. He hustles to meet deadlines, provides accurate estimates, and will find you great rates!

John Fletcher John Fletcher, a former Navy SEAL turned financial advisor, has been guiding individuals and families toward a secure and fulfilling retirement since 2001 through his role as Managing Partner and Lead Advisor at Good Life Financial Advisors of Tampa Bay. His unique background and disciplined approach make him a standout in the financial planning industry. With over 24 years of experience in financial services, John brings a comprehensive and client-centered approach to retirement planning. His philosophy emphasizes independence, allowing him to prioritize client needs over corporate agendas. By partnering with LPL Financial, he offers tailored investment strategies that empower clients to make informed decisions about their financial future. His process is methodical, focusing on clarity and confidence, helping clients navigate complex financial landscapes with ease. Many clients appreciate his ability to simplify intricate financial concepts, making retirement planning accessible and stress free. John’s time as a Navy SEAL profoundly shapes his work ethic and client interactions. The principles of discipline, service, unity, and integrity—core values from his military service—are evident in his commitment to providing professional, transparent, and independent advice. Clients frequently praise his integrity and dedication, noting that he treats their financial goals with the same seriousness and focus he applied to his service in the military. This disciplined mindset ensures that every plan is meticulously crafted, with an emphasis on long-term success and stability. Since founding Good Life Financial Advisors in 2019, John has helped countless individuals achieve their retirement dreams. Clients highlight his ability to instill confidence through personalized strategies that align with their unique goals. His experience at large Wall Street firms before transitioning to an independent model gives him a broad perspective, enabling him to offer solutions free from corporate constraints. Reviews often mention his genuine care for clients’ well-being, fostering trust and long-lasting relationships. His focus on comprehensive financial planning ensures that all aspects of a client’s financial life—investments, insurance, and retirement—are seamlessly integrated. John Fletcher combines the rigor and integrity of a Navy SEAL with the expertise of a seasoned financial advisor, making him an exceptional choice for those planning for retirement. Since 2001, he has dedicated himself to helping clients live “the Good Life” by providing independent, principled, and comprehensive financial guidance. For individuals seeking a trustworthy partner to navigate their retirement journey, John Fletcher’s disciplined approach and client-first mentality make him a highly recommended advisor.

Mike ANDREWS I have been a customer of Midland IRA for several years. Over this period, Geoff Watts has assisted me multiple times well exceeding my expectations. I have expected great service from Midland as others had recommended them many times. I honestly do not know how Geoff could do better. Mike Andrews December 5, 2022

Clarencia Hall I am so over the top happy to have found Fast Tax last year! Last year and this year Sarah is the absolute best! Very professional, timely, and most important informative! She has extensive knowledge of tax law and IRS. I trust her to make sure I am getting the best most accurate tax return! She has great experience with how to file small business! Friendly and such a joy! I look forward to working with Fast Tax for years to come!

Brashear Fawn Elaine (WeirdDoe) Awesome service - great prices. Paypal load/unload $3! Check Cashing until 10 but it helps if you go a little early in case the computers are down. :)

Sergiu Victor Pletosu I meet Drew a year ago ! From the first time I met him, I was impressed by his passion and knowledge about retirement planning, investing and other ways to improve the financial life. His financial advice was real, easy to understand and was explained in such a way that it was easy to relate and follow. He came across as a person that wants to help others build a better financial future. I strongly recommend to meet with him.