Merrill Lynch Wealth Management - San Antonio (TX)

googi shahbaz Very polite, humble and nice. Brings good results. Always there for you.

Mark Schifter Great initial experience Thank you very much Very professional and easy to deal with. Highly recommended

Trey Burns Krystal got me exactly what I needed. And in a timely manner at that. While having two others in the office. Would definitely recommend!!

Glenda PEACE When I say Ms Tonya the real MVP thats what I mean I walked in she helped me and we became family go check her out

Nicole Griffin I hired Linda to file my LLC, handle bookkeeping, and file my taxes for my new business. Since March 2024, Ive paid her over $780, including $500 to file my LLC. Despite repeated weekly assurances, and me having to initiate ALL communication, after nine weeks, I discovered from the state secretary that my LLC was never even filed. Part of that $500 was also for obtaining an EIN number. Despite multiple attempts on my part to follow up, she assured me she would provide it “the next day”, but she never did. I ended up filing it myself, which only took seconds. I cant imagine how long the process would take if I relied on her for tax purposes. Now, Im disputing the charges with my bank. This company is dishonest and unreliable. Linda lacks professionalism, effective communication, and she has demonstrated dishonest actions. DO NOT USE LS Financial services!!

Larry Wigley I met Tony during a workshop for Living Trusts. After meeting and then working with Tony on my Trust, I learned that he was very easy to work with. He was always available when needed and he followed up on any actions or promises that he made. I respect Tony for his professionalism and integrity. I found him to be knowledgeable on financial solutions in planning my retirement portfolio. I have since moved my financial planning over to Tony and would highly recommend his services.