Merrill Lynch Wealth Management - Punta Gorda (FL)

Bill Morse Very knowledgeable, answers questions well, patient. We know him well. Very trustworthy. It gives us confidence he is guiding us well

Patrick Baranack We highly recommend Davis Capital Management. John Murphy, CFP, has been outstanding in all interactions, professional and knowledgeable in helping us meet our investment goals. My wife and I are both retiring at the end of the year and John has established a strategy that makes us very comfortable that we have our money in the right hands. On top of that, John takes the time to explain his thought process and reasoning behind his investment strategy, which is greatly appreciated. We would not hesitate in recommending him to our family and friends.

Kelly Freeman Natalia and Robin were so patient and kind with my grandmother they explained everything to her and helped her with everything. She 80 and has lots of questions as he loved sitting and talking to them and next month she will be bringing them some home made strawberry jam cause they made her feel at home we hat a great company we found to help her out thanks you to wonderful ladys

LCJ PONDS Mrs. Ginger was so nice and professional to me.The process was so simple. Thank you Mariner’s and Mrs.Ginger.

Orion Haynes Worst bank in the history of doing good business anywhere. I’m actually embarrassed to call this place my bank, been thinking about switching for a long time, Ill say what everyone else says in their 1 star reviews, painfully slow, no one will greet you or let alone tell you a wait time or anything along the lines of them opening there own mouth. No one wants to work here. They just wanna sit and do nothing or do something so slow you decide to leave so they don’t have to deal with you, that’s my running theory atm. And if they are short staffed, start hiring. Get someone on the damn desk, it’s not hard to work a computer, a weekend of training. Do better.

Kenneth Samuels Jay and Brian are really kind, polite and friendly. Theyre awesome!

Norma Engle I love my little hometown bank. The nicest people you will ever meet. Service is awesome.

Adrienne Otero The staff is very friendly and helpful. I always receive the highest refund amount with JH! Highly recommend.