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.

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.

I have been a client of Capital Conclusions for over 10 years now. Every year, my a ssets have…read moreincreased by a reasonable, safe amount. My dividends have also increased steadily and reasonably. Above and beyond that Frank and Harvey and their gracious office manager keep in touch with any new developments or changes that need to be made. Not only that, but they are a great resource for assistance in finding other professionals in other areas. They really are the best. I recommend them to anyone who is looking to begin a financial portfolio or feels they need to make changes for safer, more profitable and better results

My mother has been with Frank and Harvey for many years. My mom has now passed and I have them for…read moreall my finance needs. I highly respect and admire these men. When ever I need them they are there for me. You are the best Frank!!!!!!!

Take your business somewhere more noteworthy and trustworthy. This woman is only interested in…read moreworking for the IRS not for the people who hires her whom she's supposed to represent. You wont get much tax return if you decide to hire her, instead she'll overcharge you for a service you can do by yourself. This old woman is just as corrupt as the IRS so please stay away from her or you will get burned!!!

I have been a client for over 20 years. Roxana, the accountant, is trustworthy and very…read moreprofessional. She stays abreast of the ever changing rules and regulations in the Treasury Department and provides exemplary service with the utmost integrity. I would highly recommend her company for not only for personal taxes but also for business purposes.

Helpful! Saved my daughter who's a single mom several hundred dollars . Knowledgeable ! Thanks…read moreLaurie!

If I could give a zero star I would. Laurie agreed to work with me on my taxes last year and never…read moreended up filing them. She lacks communication- and when she FINALLY responded to my monthly update requests she would say "I'll be in touch next week"- yet next week never came. Save your time and the headache and go somewhere else like I ended up doing after 8 months of "ill get to your next week"

I know Maritza for 12 years I recommend her very Highly she…read morehas always been there when I needed the support of my broker she always will be there for You at any time and she will do every thing she can to make sure to support your case when needed. With Maritza you are in good hands!

The best Insurance agency I have ever worked with, Thomas Kuruvilla and his team take care of any…read moresituation with in no time. Tina is the best, She always with helping mentality, very knowledgeable and solutions are right on time. Wish them all the best and will recommend to all my friends.

The worst, they wrote my home owners policy 3 years ago.. After being told by a third party my…read morecoverage was insufficient and I may have a issue if I put in a claim I contacted the agency for assistance. They refused to answer my questions.. after re-asking and re-asking: There answers, 1. Get a appraiser to appraise your property 2. Read your policy.... and a whole lot of double talk. I'm obviously changing agents. STAY AWAY...

Terrible company. Buyer beware! Had multiple policies. However had wrong address on one now from…read more$596 I pay almost 2k since I had lapse In policy with knowledge and not one person called or followup. If I would not have called I sound have no clue I had no insurance.

Sherley, the agent we worked with, was incredibly diligent in finding us a homeowners policy after…read morewe got dropped by our previous insurer on short notice (they got special permission for only 45 days notice vs. the normal 120)...& the new policy was considerably cheaper. She communicated with us at every step, understood our time constraint, & got an effective date that prevented any gap in coverage -- really outstanding customer service!

I have been a client of Daszkal Bolton LLP; specifically Teri Kaye for many years. Teri is by far…read morethe most competent, knowledgeable and well organized CPA I know. She has helped me with both my business and personal taxes for over a decade. I honestly have her to thank her for the success of my practice! She is well versed in her field and has employed very skilled and reliable assistance and staff. Anytime I have questions, she and her staff are always available to help. She has taught me how to work with software systems for bookkeeping as well. With my extremely busy schedule, she has implemented systems to help me stay on top of my business finances. She is the most honest and ethical person I know both professionally and personally. I know I am in safe hands with Teri Kaye. I am really fortunate to have trusted my business and taxes to Teri. Through the years, as she has helped my practice grow, I have also observed her dedication to community service and her own professional growth. I'm lucky to have a tax accountant at her caliber. She really knows her stuff! I highly recommend Teri.

Avoid at all costs especially the incredibly rude and arrogant Teri Kaye. These people filed wrong…read moretax returns on behalf of my business and now I am stuck with paying huge IRS penalties.