I've been very happy with Merrill Edge and my self directed account. The investing platform is easy…read moreto use and has plenty of information and ratings for stocks. All the service reps I've spoken with have been friendly and helpful. I am very satisfied with keeping all my investing with ME.

This is the worst company to deal with. It's taken 13 months for us to get my father's death…read morebenefits from these people. It's been nothing but a house so they've made it very complicated very rude people not very nice one hand doesn't know what the other hand's doing several people had all your business instead of assigning one person to handle your account it's just ridiculous That's how things got so screwed up on this. Hiring a lawyer to sue these people. Had to spend money that was unnecessary. No one ever cause you back when they say they are and it just takes forever consumer beware do not put your money in here with Merrill Lynch they are a scam they will cost you money. So do what you want but if you're smart you won't deal with these people.

Would not recommend after meeting with Tara M. For my 2023…read moretax return Rose was great to work with, where she explained things in detail. Value was comparable to other accountants. Though I had many recommendations and referrals for other accountants, I chose to work with Rose because I chose to specifically support a woman and minority owned business. One piece of advice from Erin Benzakein from Floret about hiring a bookkeeper and accountant was that if you feel dumb or awful after meeting with either, then it's time for you to hire a new accountant/bookkeeper. I was having a hard time managing my own bookkeeping and was inquiring about this service. I met with Tara and she was condescending, defensive, and was gaslighting me when I started crying on the call after she went on a diatribe about the importance of bookkeeping. I also disagreed with her statement that "Bookkeeping is the backbone of your business." Unfortunately, Rose was also on the call and there wasn't any intervention. I would recommend Rose Brown only if you were just working with her and Darin, but would stay away if you are on a call with Tara.

Really skilled and professional. They know their stuff and very efficient. The woman I spoke with…read morewas extremely helpful and walked me through the process of getting my finances in order. They have all my trust and respect!

Awesome experience! Far and beyond our expectations! Me and…read moremy wife went to open a new account and were promptly greeted by entire office staff upon entering. Elizabeth was extremely helpful and knowledgeable in the process of new account setup. Thank you, Elizabeth! Everything went smooth and really easy. It was the best banking experience we ever had. And we had many. Thank you so much! A+