went there May 20, 2026 to have some papers be faxed to another institution and loaded into my…read moreCharles Schwab account. May 22 looked in my account the papers were not downloaded, call Charles Schwab for them to research they were unable to locate any paperwork. When at the branch 1179 S University Drive. I asked can I have the fax receipt that it was done, the gentlemen said I didn't need it. Nothing was done just wasted gas and now have to go back up there

We went in to make a first deposit into an account. The rep. Took extra time to explain and…read moreencourage.

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.

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.

Went here a few days ago to cash out my check for work and received phenomenal service from the…read morelady at the teller ( her name was Patricia ) . She was very welcoming and helpful, I definitely would consider coming back and opening a bank account here. Thank you again !

Banco Popular is like doing banking in a 3rd world country. Maybe if that's where your from you'll…read morefeel right at home here. But for everyone else looking for a proper bank, clean lobby, professional staff and fast service you should bank somewhere else. Quite literally, anywhere else would be a better choice.

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.

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.