We went in to make a first deposit into an account. The rep. Took extra time to explain and…read moreencourage.

went there May 20, 2026 to have some papers be faxed to another institution and loaded into my…read moreCharles Schwab account. May 22 looked in my account the papers were not downloaded, call Charles Schwab for them to research they were unable to locate any paperwork. When at the branch 1179 S University Drive. I asked can I have the fax receipt that it was done, the gentlemen said I didn't need it. Nothing was done just wasted gas and now have to go back up there

I haven't had any personal investments with Merrill Lynch in over three decades, but since I have a…read morelot of business associations with people who do, I often end up conducting or becoming involved in business dealings with them. This particular office, like all offices of Merrill Lynch is pretty much top of league having an upper class financial/banker like décor and atmosphere about it. The people who work here are all perfectly mannered and just about as polite and friendly as anyone could ever be and all professionals at what they do. There are two things about dealing with Merrill Lynch that I particularly like. The first is that as an investment house associated with one of the world's largest banks, Bank of America, they have a depth of resources and available expertise to tap into. So, when things get a little out of the usual like requiring some knowledge of IC-Disc partnerships in order to gain foreign sales preferences, matters of depletion allowances as opposed to run of the mill depreciations, non-participatory royalty as opposed to participatory working interests and such, they usually have someone somewhere available within their organization who does have an expertise in those areas. The second is that every time I've ever read any of their proposals or recommendations, they've generally been tailor made, not just a one size fits all, for the situation of the individual investor or individual investor needs. Also, I've found them to be well written, well thought out, and done in what are rather admirable forms of presentation.

I use David Diaz at this Merrill Lynch location for financial investing. He listens to my needs,…read moregoals, and risk tolerance and helps me create a portfolio to match those needs.

A few months ago I attended one of their evening events. It was professional, non aggressive/high…read morepressure and more educational than I had expected. Since then I had several meetings with Andrew. He was very knowledgeable, receptive to my needs and not pushy. Their follow up and ease to contact them is well above average. So far I highly recommend this company and their great staff!

From the owner: Global Wealth Management is focused on helping clients achieve their ideal retirement by providing…read morethem with both innovative and traditional retirement planning and investment management solutions.

Excellent classes on Futures and Stocks. The instructor Scott Maragio is the best for Stock…read moretrading and the support staff is very helpful. Looking forward to my futures trading. Steve Britt

Everyone is so helpful. Your are never left alone and the support from the instructors is #1…read more The community (your class mates) and the support is abundant. And you can always go back to say hi and take a refresher class. Don't hesitate. You can do it. I did.

Yesterday I went to the Fidelity Branch on North Federal and the young gentleman Gage Dumas was so…read moreprofessional, knowledgeable, patient and kind. He is a nice asset to Fidelity. Thank you!

I'm a little disappointed. You might do well if you are investing for yourself. On the other hand,…read moreif you need to advocate for someone else, it takes them 5 business days to put the paperwork in order. I have no idea why it takes them that long.

Jack Miller has been doing our taxes for years, and now the rest of our family has hired him as…read morewell. Jack is very meticulous and easily reachable by phone & email. His staff is very friendly & courteous.