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“I found Gary through the BOA website when I tried to open a Preferred Options acct. My financial advisor is Gary Peirce. Gary and his assistant, Sandra Cross are exceptional. I highly recommend him for wealth management services. He is responsive, knowledgeable and would treat a multi-millionaire client the same as someone who has 150k to invest.Gary helped me open a SEP IRA for my business, consolidated all my 401k/IRA accts to ML, opened a high yield money market acct called Preferred Options that allows you to take money out as needed it pays over 5% interest if you maintain a balance of $100k, connected me to the business banking specialist . He helped diversify my portfolio and also explains each type of investment to you. They charge a standard and reasonable 1% fee.Merrill Lynch has a great app/web platform that allows you to upload documents, sign required documents, and message your advisor securely. When I message Gary or Sandra, they typically respond within 1-2 business days. Gary also provides you with his direct office number.”
“After initially being frustrated to get someone in the office to answer the phone, once I did get through, the service they provided was excellent and would highly recommend leaving a message or making an appointment and they will get back to you.”
“I've been with Fidelity for years and have no complaints. I use the online trading courses and use options to increase income.I would recommend them highly..”
“I have had the privilege of being a part of this team for only a year and I have never worked with a more client-centric team of hard-working professionals in my entire 30-year professional career. ‘Nuff said.
-team member”
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“Several relatives of mine have consulted with Dawn Warner. Dawn is quite skilled at her job and she gets RESULTS, which is what most clients are looking for after all. Rockland Trust Investment is large enough to have market share yet small enough so that even small clients are unlikely to feel forgotten.”