Merrill Lynch Wealth Management - St. Petersburg (FL)

Michelle Rose The UPS store in Bartow is awesome! They have always taken care of everything I need. There is a particular employee named Grace that works there. She is very friendly, efficient and professional. She has helped me several times with complicated situations . She made sure that everything I needed to take care of was done correctly. She is definitely an asset to this company. She is an awesome employee!!

Ronna Nuzum I am extremely pleased to be a member of Scheirer Wealth Management. During the COVID-19 crisis, Andrew called me to keep me updated on market issues and my retirement account. Due to his management skills, I was pleased to learn I had not lost a single cent during the market downfall. I was quite impressed as to what great foresight Andrew has regarding the market and the wise choices he makes with the investments. Andrew’s knowledge of the market is astounding and I feel very fortunate and gratuitous to be a member of Scheirer Wealth Management.

Victor Espinola We are beyond grateful for the outstanding service provided by Diana, Noah, and their incredible team! Their expertise and dedication in financial planning played a crucial role in helping us secure the house of our dreams. From the initial consultation to the final paperwork, they guided us with clear advice, personalized strategies, and unwavering support. Diana and Noah were always available to answer our questions and made us feel confident and informed throughout the entire process. Their collaborative approach and meticulous attention to detail ensured everything went smoothly. We highly recommend Diana, Noah, and their team to anyone seeking exceptional financial planning services. Thank you for turning our dream into reality!

Roger Desmond What we love the most about Aaron is his availability to clients with any questions they have regarding their financial situation. His attention to detail, listening, and engaging with us to be sure we understand are out of this world. How often can you carry on an unscheduled call with someone you feel gives you their full attention and even looks up things youre asking about while on the phone? Aarons ability to explain things at a technical and granular level in such incredible detail, then turn around and make it understandable for "common folk" like us, is a trait that is sometimes overlooked in this field of work. His ability to TEACH so you understand vs. be TOLD is a complex skill to master. I felt that other advisors become frustrated with engaging questions that maybe they didnt know how to answer and just followed up with what felt like, "let me do the thinking here. Thats what youre paying me for". Unlike other advisors that post that they are simply CFP, Aarons education in accounting and Masters in Business Administration (MBA) shine through when explaining his thought process with a particular investment or question from us. After I looked up what it takes to be a Chartered Financial Analyst (CFA), I know for sure that isnt an easy accreditation to earn. You have to be an intelligent guy to get to that level. Knowing that we are working with someone who doesnt simply type into software a risk level and a clump of ETF is spit out is what separates Aaron from the rest of the pack. Keep it up.

Nancy A The service at this bank as dropped to an F rating - since the Sun Trust merged with BB&T they have totally given up on any semblance of assisting customers. Wait time is over 60 minutes when you call and then you get disconnected. When going to the bank in person there could be many folks waiting to be helped. Wait time could not be estimated. Cut off my debit card without notice (over 2K in acct). Time to move on.

Nicholas Blackmore Great guys to do business with. Very knowledgeable and easy to talk to.

Melissa Hill Professional and courteous!

Miriam Seiler I ended up with Truist from a Rutland account I had way back many years ago. For me it is the people in this branch office that make banking here a pleasure. I am always greeted when I walk in this branch and not other offices so kudos to you Dade City for personal service to the customers who choose your branch!

MKGM GM John and staff are great at Taxes; they make it easy to understand have a deep knowledge of tax code and deductions. I would highly recommend anyone to use them!