1. Global Wealth Management

    1. Global Wealth Management

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    Fort Lauderdale, FL

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    Global Wealth Management

    5.0 (1 review)
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    By appointment only

    Services - Global Wealth Management

    Investment management

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    Charles Schwab

    Charles Schwab

    (2 reviews)

    The most important thing I have to say about Charles Schwab is you feel confident when you walk…read morethrough that door. That is the most important thing to me is to feel that the financial institution will care for your money appropriately It reeks of professionalism something that you don't see these days. It is very intimidating changing your investment service company. However the associates at that firm made me feel very comfortable and made the transaction very easy. They have an outstanding website as far as learning about their investments. So the IT staff needs a five stars for designing a stellar website that is incredibly user-friendly. It is a little bit tricky getting to their office since it's in downtown so don't get discouraged. It is very easy to get a hold of their support staff. I have checked out Fidelity and Fidelity has very poor customer service. I would definitely recommend anyone needing financial services to check them out.

    2/8/2022 I have been for approximately 3 years with Charles…read moreSchwab bank and a very good customer. No overdraft, no bounced checks and a very nice zero balance. I paid fully all my monthly transactions. I am also joining the unsatisfied customers with that mobile bank which continuously made mistakes providing me inaccurate information on the phone. Even either the supervisor or manager I spoke to made mistakes for bank basic question issues. I spent endless hours on the phone. Yes they provided me with compensation but I was not looking for that kind of response. My time is valuable and I deserve to receive accurate information. The branch located downtown Fort Lauderdale provided me with the wrong wire #. I requested the international one and I got the domestic one. I did not get the funds on time even if the transaction was free. I was there in person in order to avoid any issues but it did not help. Staff are not well and longer trained to service the customers. I won't recommend that bank to my best friends.

    Adam Kol - The Couples Financial Coach - Adam is a Certified Mediator as well as a former Tax Attorney and Financial Advisor

    Adam Kol - The Couples Financial Coach

    (9 reviews)

    TBH, I was initially skeptical of the concept of a financial coach (as opposed to either a…read moretherapist or a financial advisor). But Adam has been very helpful and my wife and I have benefited immensely. We highly recommend Adam!

    My husband and I reached out to Adam almost two years ago because we wanted to get better control…read moreof our finances and prepare for retirement. We achieved this and more! I can tell you with full confidence that working with Adam is 100% worth the investment for couples who are seeking financial clarity and peace of mind. With Adam, we learned how to: - Create and maintain a spending plan - Build up our savings while maintaining our lifestyle - Plan for major financial milestones, such as buying a house and retirement In addition, Adam helped us through our salary negotiations, which resulted in raises for each of us, with a combined gross salary increase of over 20% per year -- and in my case, a promotion as well. More importantly, Adam helped get us on the same page as a couple when it came to our financial goals and money mindset. The skills and mindset we gained from working with Adam was especially helpful when COVID hit last year. We knew exactly how far our savings would take us should either of us lose employment (fortunately, neither of us did) and eventually, when I decided to leave my career to take a break and forge a new career path, I was able to do this with confidence and ease. Events that would normally cause us a boatload of stress, weren't stressful at all thanks to Adam.

    Merrill Lynch

    Merrill Lynch

    (2 reviews)

    I haven't had any personal investments with Merrill Lynch in over three decades, but since I have a…read morelot of business associations with people who do, I often end up conducting or becoming involved in business dealings with them. This particular office, like all offices of Merrill Lynch is pretty much top of league having an upper class financial/banker like décor and atmosphere about it. The people who work here are all perfectly mannered and just about as polite and friendly as anyone could ever be and all professionals at what they do. There are two things about dealing with Merrill Lynch that I particularly like. The first is that as an investment house associated with one of the world's largest banks, Bank of America, they have a depth of resources and available expertise to tap into. So, when things get a little out of the usual like requiring some knowledge of IC-Disc partnerships in order to gain foreign sales preferences, matters of depletion allowances as opposed to run of the mill depreciations, non-participatory royalty as opposed to participatory working interests and such, they usually have someone somewhere available within their organization who does have an expertise in those areas. The second is that every time I've ever read any of their proposals or recommendations, they've generally been tailor made, not just a one size fits all, for the situation of the individual investor or individual investor needs. Also, I've found them to be well written, well thought out, and done in what are rather admirable forms of presentation.

    I use David Diaz at this Merrill Lynch location for financial investing. He listens to my needs,…read moregoals, and risk tolerance and helps me create a portfolio to match those needs.

    Global Wealth Management - financialadvising - Updated July 2026

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