If I could give them zero stars, I would. The whole experience was very punishing, stressful, and…read moredisorganized. They waited until 4 months, after my Mother's death to even contact me about an inherited IRA. On my first call, the associate asked me so many personal and intrusive questions. Not even a therapist or doctor would ever ask such personal questions. They claimed it was because the Patriot Act requires it. Instead of letting me work with a local advisor, I was forced to use the advisor who had been working on my Mom's IRA. She was on another coast and wasn't at all a good fit. So instead of going to my local office and getting everything done in a visit or two, this process took 3 months. They want a phone call to verbally verify every little thing. I cannot even count how many phone calls this process requires. Apparently they don't use electronic fraud prevention measures. I had to call them to verify that I did indeed sign the form they sent through My Merrill. The company is stuck in the 80s. They called me so much that I had to finally ask them to stop cold calling me. Tasks that should be able to be completed in minutes, take days. Tasks that should be able to be completed in days, take weeks. I emailed the advisor and associate and informed them that I was very upset by the lack of organization and antiquated processes, the advisor actually apologized and was kind. But, then it got worse. Apparently that email pisses off the man in charge of this branch. Adrian emails me on a Wednesday and demands that we speak on the phone. I tried to tell him that I wanted to wait until Friday and would rather call the associate I had been working with. The reason was because I was not feeling well and had a stress headache and sinus pain coming on. I wanted to walk away from the situation for a couple of days, before coming back to it. I don't know if it's because I was a woman speaking out against his company is what. Dealing with the death of a loved one is difficult enough. When you add layers of bureaucracy, incompetence, and unhelpfulness makes it that much harder. I will never give this company one dime.

Great place to find financial advice and help! They can help you setup an IRA, plan for retirement…read moreor manage your daily cash flow needs. The website and phone systems are top notch. Highly recommend you using their services. Merrill Lynch is still the best.

Gary Smith is one of the most honest folks I know! He was brought up by a hardworking family and…read moreunderstands that your money is important! He continues to educate himself all the time to make sure he is an industry expert. He will tell you when he can help and will be honest and tell you if you really don't need his help. He has a vast array of experience from Life Insurance, Investing, Retirement plans for businesses, Medicare supplements and much much more. If you want to look at comprehensive financial planning, he's a great person to call.

Taylor LaPierre and her team are are a joy to work with! Taylor advised me on purchasing a few…read moreproperties simultaneously through a 1031 Exchange. She was incredibly responsive throughout the process, providing great guidance and helping me track all the moving parts! This allowed me to act quickly on interesting properties as they came up. She is a fantastic communicator and collaborated with everyone to keep things on track throughout the process. She also helped with troubleshooting challenges, including making excellent referrals to help with affordable insurance in a remote area or exploring a homestyle loan for a home that needed work. I felt like I was in great hands throughout the process!

We were guided to Acadia lending by a good friend, and we were thrilled with the care, insight,…read morehelp, and finally the outcome! I would highly recommend Acadia lending they were great to work with and so helpful. Give them a call and they will get back to you quickly and they are professional in all they do!

Very unprofessional doesn't return calls wasted a lot of my time!!! I could have found another SFI…read moreagent that that wouldn't wasted my time like his time is more important!!!

The friendly folk at the Chris Doughty State Farm office in Westbrook are about one thing, SERVICE…read more I recently had an issue with an auto loan through the State Farm bank and Chris and his staff worked tirelessly, sometimes after hours, to resolve the issue rapidly. In a matter of a few days the issue has been resolved and I couldn't be any happier with my decision not only for insuring the things that matter most, but have them take care of all of my financial matters. A true one stop shop for all of your financial and insurance needs! I look forward to a lifetime of dealing with the wonderful people at this office, and you should too!

We have been using Lotfey Dennett through a personal referral since 2015. They have been so helpful…read morefor us in finding affordable, professional insurance & easy to work with. I have nothing but good things to say!

What great peeps here, so helpful. I have been with them for over 35 years. Never an issue with…read moremy car or house insurance. One stop shopping with no headaches.

I've received nothing but great service from TD Insurance for my homeowner's policy. I especially…read morewant to give a huge shoutout to Rachel F., who has gone out of her way to help me with a recent policy change. She's been absolutely amazing!!