Merrill Lynch Wealth Management - Sebring (FL)

Michele Kaminski I have been a very happy and satisfied client of WRS since 2012. Mr. Bose and his team members are always available to discuss ones concerns. I am someone who always needs financial help, so I appreciate their assistance so very much. They are very honest and always act for the best interests of their clients. They represent the utmost integrity. I recommend them to everyone with the highest level of confidence.

Kristy Fackender Moffat Tryssa is wonderful to work with! Shes a true professional, keeping her clients needs at the forefront of all decisions. Shes a wonderful choice to help you with financial planning, whether personally or for your business.

Christopher Brown Helpful and Knowledgeable...everything you want in a financial advisor

Nicola Abrams Very helpful and listened to our goals, explained everything and we feel very comfortable working with Sam

Judith Oliver Betsy did a great job explaining how to switch my business checking account to earn 5% interest without any fees - my current business account with a national bank charges me $16 a month, although the business doesnt make a lot right now and I dont get any interest. iThink Financial definitely offered the best deal possible. Although I didnt switch right away, Betsy faithfully followed up and started a savings account with only $5 to be able to be a part of the credit union. I had to wait a little to see her, but thats what I have to do at my regular bank as well. No problem with this bank so far.

Gayle Short This company has taken tremendous care of my motgers financial interests for several years, we are pleased with them. It always feels like home when we vis it to review her accounts. Thank you!

Robert Taylor Extremely professional, and a joy to deal with