Merrill Lynch Wealth Management - Punta Gorda (FL)

Christopher Shepherd Very responsive, friendly staff. High quality local business!

Kathy Lemasters A shout out to Kayla McSwain for her incredible work on our home and auto insurance. Kayla has gone the extra MILES for us in getting the best coverage for the money for our beach home and auto. She explores multiple options and is very good at explaining the details to people like myself who do not deal with insurance on a daily basis. (My husband who is an attorney and understands this well gives Kayla an A+!) Kayla is easy to talk to and a great listener which makes these complicated decisions easier. She returns calls and emails promptly. We truly appreciate her dedication to her clients, us and were sure many more, for getting us covered! Insurance is not easy to get or keep these days, especially in Florida, and we feel fortunate to have Kayla to help us!

Cherie Vann Excellent! Cory Taylor In Taylor County “Perry” Florida is the one you need for your financial future. He goes way beyond his duties to get you all the information you need and some things you didn’t even know you needed. He is caring, compassionate and Honest! Hard to find character traits in this day and time. He is a young man I hope to have working with us for the rest of our retirement years. Well worth a visit to see of he can help you retire well. Happy to have found him.

jared aboulafia Rich at Harbor Ridge Financial is my insurance agent. I wouldnt think of using anyone else...He is very knowledgeable and up to date in the industry. Rich listened to my needs/concerns and offered policies that cater to my specific concerns. He genuinely cares and it shows. I know I can always reach him if/when I have questions. It has been so great to have someone that I trust help navigate this complicated industry.

BOB VIGNA Core has been our financial advisor beginning in approximately 2010. They have performed extreemly well with all aspects of financial guidance, investing and managing our retirement assets. We highly recommend them.

Jalene Grenke Very people friendly bank Relaxed Environment. I highlyb recommend Betsy at this location in Starke Florida. Very honest, informative, helpful, & kind. 5 Star service! ⭐️⭐️⭐️⭐️⭐️