Pasco County Human Services - Dade City (FL)

Cainneach Quillen Helpful in someones time of need, when low on food you can stop here and get assistance.

Pat Scattolon Ive worked with Merrill Lynch since 2012. They have always been professional, educational, kind, and thorough. They have consistently served me well.

A C Moore I attended a Financial presentation at the Halifax River Yacht Club (which included a free dinner) and found it to be informative. I took plenty of notes on the topics that pertained to me. I was very pleased with the dinner that was offered (I selected salmon) and we were even able to take home leftovers. I plan on meeting with Mr. Poole to discuss Estate planning. The only suggestion I have regarding the presentation is to perhaps limit the amount of information presented. After an hour or so your attention starts to wane. Thank you.

Ellen Jakovich I attended a webinar on annuities with Carlos Dias and ended up scheduling a phone call with Carlos because it seemed he could identify if the annuity Id purchased 2 years ago was a bum deal or not. I suspected it was. After 30 minutes with Carlos, not only did I have a clearer picture of my annuity (it was not wonderful, but it wasnt a scam either), but he also identified a no-penalty exit strategy to gradually draw down the principle starting immediately. I didnt have to wait the 8 years until it matured to convert it into my Roth! Carlos also pointed out that my annuity was based on less-than-ideal indices, and he showed me (explaining everything) which ones I should use instead for more growth. I couldnt be happier! Carlos was prompt with his phone call, easy to talk to, easy to understand, and so incredibly helpful! There was no sales pitch or high-pressure anything -- just a wonderfully helpful call from a true professional.

Ramona Richardson Always up to date information available to Any client anytime Terrific Health share advice always caring / compassionate .

Shawn Baecker Mr. Joel Dunham has been taking care of us for almost 10 years, and I can honestly tell you that he is up with the best of the best. He will take as much time as you need to answer all your questions, his knowledge is superb, and we trust him with our lives, literally. He applies his personal, Godly/Christian standards to his work, and is always honest and forthcoming, and we feel like family when we are in his office. Dont hesitate to at least give the office a call and schedule a time to sit down and get started on your life after retirement. Tell Dianne that Shawn sent you! ;) In reading the other reviews, I dont think its fair that Google allows someone to leave a 1-star rating on someones business without at least 20 words to say why. I cant imagine anyone having a 1-star experience with Joel.

Two Dollar Bill Tipper Love working with Reina, I have known her for years from a past business relationship and when I needed financial help, I knew who I would turn to, Reina Schlager. She provides excellent service and really explains all the options.