Robert J Morris - Private Wealth Advisor, Ameriprise Financial Services, LLC - Boynton Beach (FL)

M Hart The combination of large company resources and a local family office feel helps make Merrill a great place to be a client and employee. Weve found that consistent, high quality advice at a reasonable price translates into clients achieving their financial goals.

John Pearce Im grateful every day for the help Eddie and his team offered guiding me to and through my recent retirement. A special shout out to Blair and Dawson for the incredible work they did on my financial plan. Ive never felt more secure about my finances or my future! I appreciate you all.

Osvaldo Valdes I always visit an Amscot location and found the overall experience to be straightforward and convenient. The store offers a variety of financial services under one roof, such as check cashing, money orders, bill payments, and short-term loans. The biggest advantage is that the store is open late and even on weekends, which makes it accessible for people with busy schedules. The staff were professional, explained the services clearly, and processed my transaction quickly. Fees are clearly posted, but like most financial service providers, they can be on the higher side depending on the service you use. The environment inside was clean, organized, and felt secure, which added to the sense of professionalism. Overall, Amscot is a reliable option if you need fast financial services outside of traditional banking hours.

Chuck Walker Irwin and his team are great to work with. They are true professional with decades of experience!!

Debbie Really appreciate this very educational program!

Sheila Ramos The staff is helpful, kind and informative. But I would like to give a special shout-out to Mrs.Kathy B. who helped my transition move go smoothly. She was patience with me and guided me despite my fears. Thank You for all your support.

Darrell Reneau We’ve been working with Tabitha for over a year now as the bookkeeper for our nonprofit organization Citrus High School Boosters. She helped us not only set up and maintain our bookkeeping, but also guided us through establishing our bylaws and becoming fully incorporated as a nonprofit. Tabitha is highly professional, extremely reliable, and very knowledgeable about nonprofit compliance and financial management. Anytime we had a question or needed help, she responded quickly and clearly. Its been a huge relief to have someone so capable and trustworthy supporting our mission from the very beginning. I’d highly recommend her services to any nonprofit or small business needing help with bookkeeping, incorporation, or organizational setup. Working with her has been one of the best decisions we’ve made!

Arnalie Fleishman I became a client of Matt Antos almost 20 years ago. He was recommded by my parents and they were very pleased with his expertise. Matt and his staff are always courteous and very professional. Monthly emails are sent pertaining to the state of the economy and how that may affect a persons portfolio. I receive quarterly phone calls regarding my portfolio and if Matt feels an investment isnt doing as well as he expected his advise might be to switch to another and explains his reasoning. I feel confident that he is always looking out for my best interest.

Emma OMara We were referred to Michael Conticelli by a family member and have been extremely happy with his services! He is competent, friendly, and willing to answer any questions we have had. 100% will recommend to anyone who needs help with their taxes!