Merrill Lynch Wealth Management - Punta Gorda (FL)

James Redd Dan and Lori have been a blessing. They helped my grandparents get $100,000+ in additional social security benefits and then worked their assets around to allow them to both retire within the month. And there is no hidden fee. Thank you, Dan & Lori!!!!

Eduardo Office Hidalgo Our medical practice has been using QB Guru Consulting for its bookkeeping services continuously for over five years. Amy and her expanding team go the extra mile to provide our business with the number crunching and reports we need for solid tax preparation and to perform competent analyses of the business true financial health. Hidalgo MD is very pleased with the help we regularly get from Amy and the QuickBooks Guru team. Highly recommended.

Contessa Absolutely the best wealth management group we’ve had the pleasure of working with. Charisse Rivers had taken our investments to higher levels and we can’t say enough. She with her team of professionals understands the customer, their concerns and end goals. We couldn’t be happier.

Frank Davoudi Extremely knowledgeable in real estate and a very helpful person in lending. If it wasnt for him I would have never had the opportunity to to build my dream home. Highly recommended

chris karnes Great place. Very trustworthy and excellent service. John Stewart is one of the best financial advisers out there. Definitely recommend him.

Djamenson Compere Great

Jordan Jones Gregg is truly the best in town! His expertise as a financial advisor is unmatched, and his ability to break down complex concepts and educate his clients is incredible. He takes the time to ensure you fully understand your options and makes you feel confident in every decision. I could not recommend him enough. If you’re looking for someone knowledgeable, trustworthy, and genuinely invested in your financial success, Gregg is your guy!

Michael Chaput Top of the Notch, world class insurance company I highly recommend. Ask for Carrie if she’s available. Thorough, comprehensive auto and truck coverages at the right price. Thank you Carrie and Budget Insurance Office for pulling me out of an insurance ditch.

K M I have the utmost respect for this office and the wonderful people who work here they care about me and my investments! I feel like Im a member of their own family Mr. Crutchfield watches over my investments as if they were his own he keeps me informed on all of them either by a phone call or written letter. They came very highly recommended by an attorney of whom they also handle his investments. My money has grown since Ive hired them couldnt be happier!