We've had an account at Mother Merrill now for nearly ten years. Admittedly, they are ultra-process…read moredriven. But their systems and services cannot be beat. I can move funds between my accounts or other institutions with ease. To open an account, you need to do it a certain way, mother's way so to speak. But it's simple and takes less than ten minutes online. At the branch, Merrill also has these bank scanners, which allows you to deposit funds and checks pretty quickly. In my case, the deposit was reflected in my account by the time I left the Lobby and got into my car. Nice! So whether you're a do it yourself'er, or need some advice and assistance, I've found them to be the best of the best of the best.

Best service and planning tools anywhere on wall st I have…read morefriends in Morgan and UBS and they both leaving for ML, drop the Mike type of service

This agency has done an amazing job at taking care of all of my needs and I always receive prompt…read moreresponses to any inquiries I have regarding my policies! Elliot is an amazing agent and I recommend him to all my friends!

I didn't know how much I was getting ripped off when it came to insurance! I'm thinking man I'm…read moregood to go. Then these wonderful people showed me how wrong I was haha. They helped me get a better quote and showed me why this is better! now I feel so much better about my insurance thank you guys so much! Elliot and Cecily!

NEVER USE MORGAN STANLEY! This company is ridiculous, my grandmother passed away over 3 months ago…read more She has/had a substantial stock portfolio with Morgan Stanley. We have been trying to dissolve this account, as it was part of our trust for three months. Everyday we have to call and we're told that we need to sign a different form. They are made us jump through so many hoops! We are trying to grieve and they do not care! This company is stealing our money. And lying to us about what we need to do to clear this up. Never, if you have a choice use this company!!! They will screw over your loved ones at their time of need. They claim it's corporate policies, you can never speak to anyone. When you leave messages they call you back after the market closes, so they do not have to give you your money. You have a lot of choices when investing money, do not choose Morgan Stanley!! I will be (if they let me) closing any accounts with Morgan Stanley and if you are smart you will too! Who knows maybe in a few years they will give you your money back, but wait you have to sign one more form!

The firm always offers financial advisors to speak to about investment friendly customer service.read more

Bob and his team out fantastic! We recently went through the process of buying rather large life…read moreinsurance policies and Bon explained the entire process. He made sure we signed all the paperwork on time and communicated with the underwriters regarding our policy. Everyone in the office is professional and helpful. We will definitely continue to use Bob for all of our future insurance needs.

I have had Allstate since I moved to Arizona. I have paid on time every time through my escrow…read moreaccount. In 2010 I was diagnosed with a catastrophic condition and my husband who decided he had used my equity to cure his cancer and he split. I have tried to keep my home and it has not been easy I am on crutches and have lost 80% of my energy. In March the bank sent me a notice that I needed to submit a proof of insurance to them. This is not something I have had to do before so I went to the bank and they told me it was routine and I just needed a copy of my policy. When I spoke to Mr. Alvarez he said so sorry the company has cancelled your policy. I never received a letter from them. Now I have been a paying client for 20 years. I would expect if they did not hear from me more than a letter. When Alvarez sent the copy attached was the reason for cancellation was there was no railing on my front porch. There has never been a railing the porch is less than three feet off the ground and there are three huge log columns that go along the 12 foot length. The porch has been like this since 1986 when the house was built and there have been no problems. Alvarez says this is out of his control. THIS IS BAD FAITH first off I never knew this was not an issue the entire twenty years, and second it is not what is going on. I have a log cabin home, and most insurances are inaccurately deeming log cabin homes from policies, when they are actually harder to burn than normal homes. Alvarez blames the underwriter, and dismisses the fact that I had no notice, the reason is not a reason to cancel insurance, especially since it has never been an issue in 20 years this guy was collecting my payments. To purchase insurance will now cost me double what I was paying, which may very well cost me my home.Allstate did not give customer loyalty any consideration he blew me off and just said too bad your screwed and bye bye. This does not meet the standard of transparency in dealing, or honesty much less good faith and fair dealing. Allstate gives lip service to their customer service, and this is a prime example of a con job. From listening to other insurance people talk this action is because this might be a bad fire year and I live in the mountains. Do not count on Allstate being their for you because they, lie, and the only interest they have is the bottom line not whether you are protected, or held in any esteem because you have been a long time customer. Judith Keller Judith Keller

I came here based on work I have done with someone whose investments were handled through this…read moreoffice. Larry Herring , the branch manager, took care of my friend's investments for many years. Based on the quality of service he always gave her, it's a natural choice for me to make. I now happen to be in a position to need someone who does Mr. Herring's kind of work. I came to Mr. Herring with a few situations to be resolved. There were actually some financial things I should have dealt with before this. I dreaded having to do this or I would have before. Without going into particulars, Larry made one phone call to to handle the most pressing matter. Was I pleasantly surprised...shocked would be more like it! He's handling everything for me now. To someone like me who is such a novice about these things, that is great. I have no complaints! I walked out understanding what had been done. When it comes to one's finances that certainly is how you wish to feel. Based on my experience I can comfortably recommend Larry Herring's service. I think you could count on the same kind of service if you are well versed in the field.

Larry Herring is definitely the backbone of this branch I have personally worked with him at prior…read morecompanies and if you want someone who genuinely wants to help grow your money this is the place to invest. Absolutely no pressure EVER nothing but good sound professionalism. Larry has helped me to take a relevantly small amount and grow it into a decent retirement portfolio.

This is my first year filing with H&R and I was very impressed! Harry O. prepared my taxes he was…read morevery nice and knowledgeable. I will defiantly be coming back to him next year for my tax return. Overall the staff was very friendly and the office is well kept. I have been recommending my friends and family to this office(:

DO NOT USE, they will forget to submit your tax forms and then after weeks of not responding they…read morewill still take their portion out of your refund. They do not take complaints seriously, and will promise to have a representative reach out but they never will.

I first approached Aaron for a loan refinance on my house. He responded to my emails and phone…read morecalls in a timely, professional way. I was particularly impressed with his concern for my overall financial health. Aaron and the entire culture at FineMark are kind and gave me such personal attention. I intend to incorporate Aaron into my team of advisers for future financial projects. Located in the established neighborhood of Gainey Ranch in Scottsdale, they have ATMs conveniently located throughout the city. The office is well appointed and comfortable. There is plenty of uncovered parking available. Of noteworthy mention is that on Thursday evenings they have an art opening to showcase various local artists, whose works are displayed throughout the office. FineMark is an independent bank, thus they have the freedom to do things a little differently than other financial institutions. If you want a banker that provides you individual attention I would recommend Aaron Mascarella at FineMark.

Diana Mercanto is a true gem! She helped us with our HELOC, and she couldn't have made the process…read moreany smoother for us. Diana was super communicative throughout the process and gave us updates as we progressed and helped us think through our needs to make sure she was providing the right products and services for us. Thank you so much Diana!

Bernie, the "finance guy" has no idea about his own products. He can't answer a single question…read moreabout the 529 he offers, with out doing a google search or telling me it's a public website, I can look it up myself. I highly recommend you run from this bank. They have no idea what they are doing and just push products with zero effort. Bernie didn't ask a single question about our goals or objectives, only shoved a big pile of paper with no staple " because it's not his office. He doesn't have a stapler"