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“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..”
Investing
“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”
Investing
Investing
Investing
Investing
Investing
“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.”