Merrill Lynch Wealth Management - Punta Gorda (FL)

3 /5 Sharon Shepard-Ballen: My sister has passed away and I am co-owner on our account. I cant get anybody to call me back to finalize this issue

5 /5 albert Lewandowski: Wonderful patient people who spend all the time you need, and answer ALL of your questions. No pressure at all. They are there to help US. Jeff and Amber are just terrific!!!! On a 1-10, they are a solid 20. From a few dollars to a small fortune, they will recommend choices and options like it was their own money being invested. What a wonderful experience!!!

5 /5 Aubrey Weaver: Ive been with Merrill Lynch for almost 10 years now and Ive never had a bad experience. Jeff and his team really take their time to get to know their clients, and always make me feel welcome. They have always taken the time to answer all my questions and walk me through any issues Ive come across. Absolutely wonderful all around!

1 /5 Stephen Frachiseur: I thought having my investments with the same parent company as my bank, Bank of America, would be easy and convenient. Big mistake! I hope the many states attorney generals investigating the de-banking of conservatives look into all arms of BoA including Merrill!

5 /5 Roger Pratt: Jill Spatola helped me organize my 401k and pension accounts into one simple account that is easy to understand and keep track of. She was able to explain this to me in plain English that made sense! Thank you so much!