Merrill Lynch Wealth Management - Boca Raton (FL)

Dan Starostecki I’ve known Sam and the Integrity Wealth Management team for years, and I can honestly say they live up to their name in every way. Honest, professional, thoughtful, and truly caring, they go beyond the transactional to build real, lasting relationships with their clients. It’s no surprise that so many have stayed with Sam through the years, he’s the kind of advisor who earns your trust and keeps it. This is a top-tier, stand-up operation, and Sam is one of the absolute best in the business. If you’re looking for financial guidance with heart, integrity, and serious expertise this is your team.

Haley Reed Its a great place to learn, the people are great, and the cafés food is amazing.

Francisco Beltran Working with them was very simple, and they were transparent with all parts of the project. The best part is that despite several setbacks, they were still able to deliver an amazing 50% ROI! I am looking forward to working with Arvin and KGB Realty Investments in the future.

William Courtney Sold me a smith and Wesson FCP for a good price and good quality. Guided me through the process of buying a gun. They had a great selection of items and shown great customer service.

Debra Jones The best !!! Mr Ceparano knows what he’s doing, and I trust him 100%. Thank you MODERA !!!

Susan Emanuel We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial. susan