Merrill Lynch Wealth Management - Boca Raton (FL)

Christina Lynn Smith She found a pension we didn’t even know. Dr. Aull is friendly, knowledgeable, and helpful. Thank you Cathy!

Damon Katsikas EXCELLENT PROVIDER! Much thanks to Celeste and the entire staff for your professionalism and understanding. I couldn’t get a thing done working myself directly with the Healthcare Marketplace and somehow One Point Multi-Services was able to lock me into a Great health insurance plan that included all my previous doctors And within my budget. Many Blessings, Damon

M M Not very available, and will not make time to advise you if you don’t have enough money for him to play with. Passed me off to a scammy online services account because I didn’t have a large enough income for him to care about me or my finances

Apolo Starr My tax prepairer was professional and friendly. A winning combination. I was there approximately one hour. My taxes were completed and filed on line before I left. Good job guys.

Jeff Rogers Lolita and her staff are extremely knowledgeable for all of your tax needs. Always helpful.

Marcelo Pessoa Failsafe Accounting is an outstanding office that truly goes above and beyond for their clients. The team is incredibly attentive, professional, and always willing to listen and understand your specific needs. They not only provide excellent accounting services but also offer valuable financial consultancy, ensuring that every aspect of your business is well taken care of. Their dedication and personalized approach make you feel supported and confident in your financial decisions. An additional advantage is that they also speak Spanish, which makes their services accessible to a wider range of clients. I highly recommend Failsafe Accounting to anyone looking for a reliable, knowledgeable, and client-focused accounting office.

Charles Johnson Connor Johnson at the Naples Stifel branch is always so helpful and does a great job! I highly recommend him, if you are looking for a financial advisor!