Merrill Lynch Wealth Management - Georgetown (TX)

Deena K How many times does one need to confirm an appt? Im a grown woman, if I cant make it Ill call so I go to their office and bumper lips in there said they gave away my appt. BAD Business!! I was skeptical anyway due to their lack of interaction at the dinner, they couldnt wait to pack up and leave. Its a wonder I tried to see what they were all about. Question answered.

Greg Obar David is an outstanding choice for financial advice and retirement planning.

Alan Strong Neal has been my financial advisor for over 25 years. He always had my best interest in mind. We meet once a quarter or more if needed. My annual returns have been outstanding and I’m well on my way to retirement. I can’t wait to see all the creative solutions that he brings to me as I close in on my retirement. I know he will be there for me throughout that process. I have referred Neal to many friends and family members and they have as well. I highly recommend Neal and his team.

Sylvia Garza The customer service is great and they are very helpful with your needs. I would recommend everyone to come and get a loan with Security Finance.

Mark Carlson I’ve used Steve for 15 years, and have always had great service and questions answered. He sits down with me yearly to go over the years results, as well as ideas to better serve me as I’ve gotten older. Ive recommended him to others in the past, and will continue to do so.

Julian Gonzalez Deandre did a great job with all my questions