Merrill Lynch Wealth Management - St. Petersburg (FL)

neal cohen This was at a satellite Charles Schwab office. It is relatively small but the people working there work as a team so if the person I usually use is not in I can get the exact information I need. Very helpful and quick. They understand what Im looking for and guide me correctly. Quick and helpful

M G Very professional and great attention to detail.

Tommy Chatman Chassie was personable and very knowledgeable. She also answall my questions with kindness and patience.

Emily Dupas I’m so so excited to continue working with Andy and Elliott to manage my financial needs! Everyone in the office is so friendly and helpful. Andy has a great way of explaining everything in a way that you truly know what’s being done with your funds and you can tell that they care about getting you to where you want to be. The communication with everyone there is amazing and I feel taken care of. I feel like so many people (myself included) don’t realize that they could have access to a resource like this until they take the first step to find out. and I’m so glad I did!