Merrill Lynch Wealth Management - Sarasota (FL)

Jim Guld Long time customer. Wonderful people.

Melissa Marco I used to be a member a long time ago ,but then that location was closed . However , we have always been happy with this credit union. My Dad and I went to the Sarasota branch for help with an unauthorized charge from someone trying to take advantage of a senior citizen.Yadiel was so very helpful in resolving our issue and really took a lot of stress off of our plate ! Thank you !

Todd Christenson He has taken the time to explain my retirement options. I feel these choices will help over the long term versus the short term. I will be with him for a long time. Thank you.

Michael Ferguson Service and assistance from Heartland was a big help concerning some real estate business as well as offering excellent counsel. I highly recommend Rob and the firm.

Louise Moore Because of the quality of Service I receive. And I also trust H & R Block with my private information & to do things in a Professional honest way. Theyre the best in my opinion!