Merrill Lynch Wealth Management - Sebring (FL)

Jim Miller Dave, Eddie and their team have been great to work with and very Knowledgeable & Professional. Anytime I have a questions, they get back to me the answers. I would recommend them to everyone.

Michele Dunlap Very knowledgeable. Directed me to coverage that is affordable and covers my expenses.

Erin Morris Rachel is fantastic!! Makes everything easy to understand, is extremely helpful, and friendly! Highly recommend giving her a call or paying her a visit!

Amanda Mason Highly recommend this bank. The people are super friendly and helpful plus it’s not the typical bank. Private atmosphere and cozy. Great office

Alisha Walker Danielle is by far the best person to work with. She’s very understanding and helpful. We are so thankful for all her help.

PScriv813 If you are looking for a knowledgeable financial advisor that operates his business with integrity then Chad is definitely the one to seek out. Not only does he act in the best interests of his clients but also offers his time to educate the community through financial seminars on various topics. He has helped us host numerous financial talks for seniors in the Bradenton market. Chad is a family man who will go above and beyond to make sure his clients are treated with respect and most importantly help you meet your financial goals for your retirement.

Danielle Averitt Cris is a real down to earth person and makes you feel comfortable in his financial decisions.

Kit Carlson Matt is very professional, knowledgeable, insightful and gets right to the point. He wasn’t hired for his personality, but rather for his expertise. Did an excellent job preparing our wills. Have recommended him to others.