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“Patricia Palermo and Patrick Webster were exceptional with their customer service. They both were able to help me with opening a special kind of account for my son. They went over and beyond, such a treasure to your company!!!”
9AM - 5PM
301 SW Albany Ave, Stuart
Investing
“I work in an office close to there's. I called in desperation of a Notary and they were there to help. Very Friendly, and a pleasant experience. I'll be sure to refer people in need of a Financial Advisor. Thank you Lynn!”
“I like Mark Brechbill CPA's, they are very knowledgeable in accounting practices. In addition, they can help you with your tax filings. This alone could save you money and aggravation. If you need help, give them a call.”
“Brendt Becker is a great Financial Advisor. We had a bad experience with an advisor that didn't listen to what our concerns. We were blessed to have someone recommend Brendt. He listened to our financial goals and helped set us on the path to achieve them. He cares about his clients and finds out about them personally so you are not just a number. We wished we had found him even sooner but very happy we made the change.”
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“I live in Indiana and use Merrill Lynch. I am looking for a home in Florida and came across the post below while looking at nearby places. I lost a ton of money during the pandemic, but my advisor said to just wait. All the people who pull their money will soon stop, they will loose a ton and then put it right back in and things will get back to normal, I know its hard to do that, I lost $140K was at -23%, but within 5 months was back $230K and +16.5%, so almost 40% change in 5 months, that's crazy. No one would have guessed either of those would have happened. I had just invested my money a few months ago, and thought, I am going to loose it all, but I listened to my advisor thank god. They tell you they don't know the market, because they don't, no one does and if they say they do stay away from them, they are a fraud. They can only base their decisions on history. I have been with Merrill Lynch for almost a year, and have had no issues yet. I have my bank account with Bank of America who owns Merrill Lynch and I like the way they migrate together.”