Townsend Financial of Raymond James - Naples (FL)

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

Jean Perry John has been my familys stock broker since early 1980s. He, Ken and Melanie are easy to work with. They streamline transactions and are honest and trustworthy. Im thankful for their help in transitioning inherited stocks.

Louie Sanchez Mike is a great mentor and fantastic Financial Planner. His knowledge is extensive, has tremendous attention to detail, and genuinely cares. I highly recommend you speak with Mike for all your financial needs.

Paul Ferr Jorge did an excellent job reviewing everything with me on a debt consolidation loan, highly recommend! Ask for Jorge in Hialeah office for assistance. Thanks for all your help!

Kevin Parziale Natalia is amazing! Anytime I ever come back into this store I’m only going to use her and so should you! She went above and beyond to help and made me feel like I was family and not just a customer. Thank you so much!

Samuel nowhere near as good as Chase nowhere near.. Chase is way more efficient professional theyre both getting almost zero interest on your savings account but so does Bank of America give nothing youre basically using the account to service your everyday needs e... this place is just an aged dated location and theyre whole institution set in their ways youre bound to run into problems with them... especially since the big story on the news about 10 years ago where they used to used open accounts on the customers names who never asked for them was a huge scandal and billions of dollars in lawsuits... stay away from this place stay away go to Chase two blocks away youll be way happier or theres a Bank of America within a few feet of here

Dean Schreiner Vertich & Uhler are a full service investment and advisory firm. They personally, Corey and Tom, are there for you and your family. I have been a client of theirs since 2014 and have never looked back. Their advice and interaction has been spot on. They have navigated myself and my family through some very interesting challenges and have always been up front, honest and dependable. They are progressive thinkers and are always looking to the future as to what is best for your situation. The team and the staff have always been responsive and seem to be able to handle any situation thrown their way. I highly recommend their firm and I am looking forward to many more satisfied years as one of their clients.