A few months ago I attended one of their evening events. It was professional, non aggressive/high…read morepressure and more educational than I had expected. Since then I had several meetings with Andrew. He was very knowledgeable, receptive to my needs and not pushy. Their follow up and ease to contact them is well above average. So far I highly recommend this company and their great staff!

From the owner: Global Wealth Management is focused on helping clients achieve their ideal retirement by providing…read morethem with both innovative and traditional retirement planning and investment management solutions.

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.

I'm a little disappointed. You might do well if you are investing for yourself. On the other hand,…read moreif you need to advocate for someone else, it takes them 5 business days to put the paperwork in order. I have no idea why it takes them that long.

I have been a customer of Fidelity for many years. First in Atlanta, then in the Wisconsin area,…read morethen Nashville, then Rhode Island. They have always had very experienced managers with whom to talk about ideas, investments and options. This time, I went to the Fort Lauderdale office since I needed to get a document notarized. I remember they offer Notary Public services to their customers at no charge, during business hours. It took just a few minutes. Very efficient and very easy.

I walked into Comerica bank and requested to close my account on 12/8/23. I showed my drivers…read morelicense and was issued a check for the balance and gave them my checkbook to shred. The account was NEVER closed and Comerica continues to attach monthly maintenance fees and OD fees to this account. Comerica also did the same exact thing to my brother. I called the service center and for 'their error 'they refuse to close the account unless I come back in person AGAIN to close my account. VERY POOR BUSINESS.

I love Comerica Bank! Always feels like family. We have been banking personal and small business…read morewith Comerica for over 20 years in Texas, California and recently new to Florida and they have been super helpful in setting up our business banking and merchant services always welcoming and friendly to us. Specially everyone at this branch :) I wish there were more Comerica branches in SoFlo!!!

Convenient location with easy transactions. When is the Fort Lauderdale location scheduled to be…read moreopen again?

Excellent classes on Futures and Stocks. The instructor Scott Maragio is the best for Stock…read moretrading and the support staff is very helpful. Looking forward to my futures trading. Steve Britt

Everyone is so helpful. Your are never left alone and the support from the instructors is #1…read more The community (your class mates) and the support is abundant. And you can always go back to say hi and take a refresher class. Don't hesitate. You can do it. I did.

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.

James Senior is a great financial advisor, he takes the time to listen and get all your questions…read moreanswered. I would definitely recommend James Senior if you are looking for a financial advisor.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.