Keywords: establishment,finance,point_of_interest

Merrill Lynch Wealth Management - Vero Beach (FL)

Address: 🏡 660 Beachland Blvd #101, Vero Beach, FL 32963
Phone : +1 (772) 231-2000

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJP0xOBjRZ3ogRUiPvQ4gLqe8

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    • Marc P. Tomberg - Raymond James - Vero Beach
    r Mitchell: Marc Tomberg is the best advisor I have ever had. If I could give him 10 stars, I gladly would. He takes the time to listen to both my current needs as well as my future ones. His staff is outstanding and makes me feel welcome. I can definitely see why he’s been recognized nationally by Forbes magazine. I highly recommend him.
    Professional Advisory Services, Inc. - Vero Beach
    Steve Schermerhorn: Outstanding and attentive service, excellent fee structure, solid returns.
    Raymond James Financial Services - Vero Beach
    stephanie morale: I need raymond james to give me as a beneficiary of my deceased mother dolores ensslen who died 3/14/2024 . my brother the executer /poa has no communication with me on all of moms a counts and well fargo banking savings and checking which was cl9sed i recieved nothing where did that money go?-dolores ensslen estate .. the trustee glenn her son does not inform me or give me my annual financial statements for years which is his job he also closes accounts and does not give me my share ..hes not doing his job and needs to be fired ..raymond james refuses to give me my needed finsncial reports the manager tonya tells me only glenn can give this to me ...well how do i get this when he wont talk or communicate for 4 years now with me ..something smells bad with both the executer and raymond james..i would have given you are 0 for allowing my brother to treat a beneficiary this way i want what is rightfully mine per dolores ensslen will..also moms house is going up for sale my sister vivian has let me know but thats the executer job and shoyld formally be in writing to communicate witg beneficiarys
    Stifel - Vero Beach
    Washburn Capital Management Inc - Vero Beach
    Jeff: Been with Bob and team for over a decade. Nice to have someone else tracking details of markets and economic variables we dont have time to monitor.
    OneSource Wealth Management - Vero Beach
    Northwestern Mutual - Vero Beach
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    iTHINK Financial
    Crystal Attas: Maxine and Jessica have been such a big help! I just moved back to FL and they made switching banks and setting up a savings account for my newborn so seamless and stress free. They are both personable, friendly, and the office is very professional. Highly recommend!
    Fidelity Investments - Vero Beach
    Omar Dominguez: I had the worst experience at this place. They told me that because Im Latino, they couldnt help me and that I had to manage my investment accounts over the phone. This office was only for white people.
    Patrick W Norris - Financial Advisor, Ameriprise Financial Services, LLC - Vero Beach
    Susan Killimett: Very professional, informative, helpful and courteous. It was a pleasure to meet with Patrick Norris and discuss opening an account with Ameriprise and learn some of the options that are available concerning looking at the stock market and purchasing.