Merrill Lynch Wealth Management - Vero Beach (FL)

Scott Petricone Had great experience with Joseph Dyer I had multiple questions for him on a Monday morning he was professional and courteous. Had to find a answer from his legal dept in reference to opening estate account told he would call me in afternoon and he did with all my questions answered.

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.

Jeremy Bailey Kasey is extremely professional and turned a bad day into a great one. She really went the extra mile and made me feel so welcomed. Thank you!

Josh Browne ⭐️⭐️⭐️⭐️⭐️ Outstanding Service from Lizbeth at Advance America I had an excellent experience thanks to Lizbeth! From the moment I walked in, she was welcoming, knowledgeable, and incredibly professional. She took the time to explain everything clearly, answered all my questions with patience, and made the whole process smooth and stress-free. You can tell she genuinely cares about helping people and goes above and beyond to provide great customer service. If you’re visiting Advance America, I highly recommend asking for Lizbeth — she’s the best!

Bonnie Stempel Now retired, we used their tax services for our business for over 30 years. Always a pleasure! Honest, efficient, fast, respectful, & friendly. Like visiting family every year!

Leigh Palmer Weve been using Steve Doss for years and he is a fantastic accountant. He and his whole staff are knowledgeable, friendly and provide excellent service.