Merrill Lynch Wealth Management - Stuart (FL)

Lady Love Again today I wasnt able to log into my account because their system was down. This happens often and its inconvenient. Phone hold time is too long. Besides these things, I do get courteous service.

None NoneB Easy to use

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

Matt Balboni Working with Scott at Land Home Financial Services was amazing. He was there to help us through the entire process. Extremely easy to talk to and very good at making sure my wife and I understood everything. He was always available to answer any questions we had and trust me we had a lot! He was just a pleasure to deal with.

Tracy Sturgill Ed Canty helped me navigate my tax situation & was responsive to all my questions & concerns. Canty Financial is helpful, professional, & most importantly transparent in what they do. Thanks again!

GrimReaperTrader As a seller of a home, we are currently dealing with Cardinal Financial who represents our buyer. They have had three weeks to appraise my home, and have failed to provide us an appraisal amount, and the appraiser they privately hired, failed to do the same, and is refusing to disclose. I am now less than two weeks away from closing, and am unable to pack my belongings or find a new home. I will follow up with a BBB complaint about Cardinal and their unethical practices.

M H Robinson Wonderful people to work with. Mary Jo returned every call and email promptly. Mr. Saunders advice kept me calm during some stressful periods. I recommend Mr. Saunders and Mary Jo Jerkins.