Merrill Lynch Wealth Management - Vero Beach (FL)

Jill Phenomenal financial planner in the Fernandina Beach area.

mark lewis Jon knows his investment strategy to fit the investor.

Patricia Carroll I dont know what to say about the review with one star except that I own a business and have worked with Center State Bank in Dade City for 8 years now. They have been exceptional to work and I have a complicated transaction history. They are very personable and proficient. If you want to feel like a bank actually cares about you and your success, I cant think of a better bank, and I deal with about 20 banks on a regular basis.

nate dixon Addy buigas -Lopez was amazing. I highly recommend her . if you sit down with her you will be well pleased .

None NoneB Easy to use

Doug Dagenais Hello, my name is Doug and I wanted to share a couple of thoughts with you. This comes from a slightly different viewpoint than normal. I am not a client, however I am an outside vendor who services sensitive information for Insight. I have daily dealings with multiple branches for Insight as well as their competitors. Everyone is quick to offer up a harsh word or two if something isn’t perfect, but as a society we need to get back to offering a kind word when deserved. That’s what I’m here to do. The Insight branch located at 501 Currency Circle in Lake Mary has within its walls some of the nicest ladies that I’ve had the pleasure of dealing with. Always smiling, always positive which makes taken care of them as a client an absolute joy! Thank you for allowing me to share an opinion.

Karla Soto The best firm for financial planing. Highly recommended. They are very knowledgeable and explained everything well.

Timothy Haire Ive utilized their advisors for some time now. Very knowledgeable and always work for my best interest.