Merrill Lynch Wealth Management - Boca Raton (FL)

Trent Little Financial security has always been a goal for myself and my wife during our working years. When looking at firms to secure our future it was not the firm that drew us in, but rather the individual we were working with to manage our financial security. Matthew Murphy was and is that person! If anyone is looking for someone they can trust, with their financial future and will help you plan accordingly, schedule a simple conversation with Matt at his office (Benetas Wealth). Have a personal dialogue about where you are and where you want to be in the future. Whatever that may be, Benetas Wealth can help you achieve your financial goals. May God Bless You, Trent and Stephanie Little

Carolyn Akerstrom Ive known the advisors and staff at FirsTrust for 25+ years and I would absolutely recommend them to anyone seeking competent, trustworthy financial guidance and investment management. HIghly educated and experienced with no commission sales or hidden agendas.

Joy Thomas I went into vystar not expecting to come out completely feeling different. Teller Mary Norwood helped me and how helpful and professional she was was excellent but for me she made me feel very comfortable to talk and interact with. Go see her and tell her Joy sent you.

Michael Ferguson Service and assistance from Heartland was a big help concerning some real estate business as well as offering excellent counsel. I highly recommend Rob and the firm.

Sarah Nightingale Mario saved me money on my car insurance! Easy to work with and communication was excellent!

Louise Van Kirk Jamie is the kindest, most caring financial advisor. Never in a hurry and eager to make your needs a reality!

Rosey Patterson Really like the information we get from our h&r block associate Rebecca Faulk shes awesome shes very informative in all the things that we needed and questions that we had. Shes very friendly and comfortable to speak with.

mathew johnson If you want your taxes done and done right, come to this place. Ive worked with Craig who was able to repair my tax return that was screwed up by another tax place and sort out my business return. I referred all of my kids to him!