David Schaum is knowledgeable and personable wealth…read moremanagement advisor. He creates well informed plans for each client. He takes into account your individual needs.He is erudite and always available.

From the owner: 40 years of experience managing pre-retiree and retired individuals assets. Focusing on growth,…read morepreservation of capital and income. Formerly a CPA

I had a magnificent experience working with Howes, Richard, and the rest of the staff at East Coast…read moreTax and Financial Planning to get my family's taxes organized and filed for 2022. The team provided great insights into what to expect this year and in future years as our tax situation will change, providing us good knowledge to ease some of the confusion and uncertainty about filing complex taxes! I also applaud the communication and service of the team, I never had to twiddle my thumbs while waiting for a response to a booking or an email or anything, they were always there to confirm things were received, answer questions, or follow up and keep me in the loop with where I was in the filing process. I look forward to working with East Coast for the foreseeable future!

This is a very professional organization. My taxes were a mess and Mr. Howes got them all in order…read moreand even found some deductions I had not even thought of! I have been using them for a few years now and would definitely recommend them to anyone interested in saving money on their taxes!

Isabel is one of the best professional I have work with. She is very professional, very sweet and…read moretakes her time to explain everything with much detail. I highly recommend her.

From the owner: Insurance and Financial Servicesread more

Tiffany and John go way beyond what any other financial advisers do.They gave us all kinds of…read morehelp during and our move back to Canada from the USA . Their personal attention and care are amazing and We highly recommend them. Linda Dux, R.N. and Peter Dux M.D.

From the owner: With over 20 years working in the financial services industry, I am dedicated to helping my clients…read moremeet their financial needs by developing Comprehensive Investment Plans around their long-term goals. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals.

Our financial advisor is at this location. The Minton Tuzzo Group are extremely professional and…read moreknowledgeable. They have been our financial advisors for years. I have recommended many friends and relatives.

My mother passed away in December, and funds from her Merrill Lynch account were supposed to be…read moredistributed to me according to her will. What should have been a straightforward transfer has turned into months of delays, confusion, and poor communication. On December 30, I met in person with a Merrill Lynch advisor at the Palm Beach Lakes branch on Bsnk of America and provided all requested paperwork to transfer the funds into a new Merrill Lynch account they opened for me. Since then, I have had to call every week to ask for updates. Each time, I was told the transfer was being held up because the account had to mature before it could be transferred and that it would be resolved within two weeks. That explanation was repeated over and over. It is now March 3, and I still have not received the funds. Instead, I received a notice requesting additional verification. I was required to provide the last four digits of my late mother's Social Security number just to get information. After locating that documentation during an already painful time, I was then told they could not explain over the phone what was actually missing from the paperwork. When I attempted to contact the Palm Beach Lakes office directly, I reached only voicemail. At Merrill Lynch nobody cares about you. I still do not know what more they need. This is a heartless company that cares about red tape and not the costumers they should be serving. There has been no proactive communication, no transparency about what is needed, and no sense of urgency despite this being an estate matter following a death. For a firm of this size, the lack of coordination and basic customer care is deeply disappointing. Handling a parent's estate is difficult enough. It should not require weekly follow-ups, repeated explanations, and contradictory information just to move funds that were clearly designated in a will. Based on this experience, I cannot recommend Merrill Lynch to anyone dealing with estate transfers. Families deserve clear communication, accountability, and respect -- especially during a time of grief.

Guardian Rock Wealth and John Browning have been fantastic to work with. They are incredibly…read moreknowledgeable and responsive and understand how to speak in a way that we can understand. I really appreciate working with them.

John is a pleasure to work with, he took care of all of my needs and explained things well. Super…read moreexcited for all my future investments with Guardian Rock Wealth!