Merrill Lynch Wealth Management 108 Main Street North, Southbury, CT 06488
About the Business
Merrill Lynch Wealth Management, located at 108 Main Street North in Southbury, Connecticut, offers comprehensive financial planning and wealth management services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized strategies tailored to each client's unique goals and needs, drawing on the resources of Merrill Lynch Wealth Management and Bank of America. We are committed to client service and satisfaction, helping clients navigate retirement planning, investment strategies, estate planning, and more. Our advisors are dedicated to giving back to the community through volunteerism and charitable outreach. With a focus on continuing professional training and mentorship, we empower our advisors to assist clients in pursuing their financial goals with confidence. Whether you are just starting your career or looking to join our team as a financial advisor, Merrill Lynch Wealth Management provides the tools and support you need to succeed.
Location & Phone number
108 Main St N 2nd floor, Southbury, CT 06488, United States
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Jeff Cole is a genuine and knowledgeable guy. He will do his best to assist you in making the right financial decisions for your future. I highly recommend having a conversation with Jeff to see what he can recommend for you."
"The team at Metcalf, Cole & Masopust group are great. I had a chance to meet with Jeff Cole and highly recommend him... he is professional, knowledgeable, genuine and is a great person to talk with."
"Jeff Cole and his team at Merrill Lynch Southbury Ct go above and behind for their clients. I truly appreciate all of the advice I have received from Jeff and look forward to continuing to work with him!"
"I have known Jeff and Chris for years and would highly recommend the Metcalf, Cole & Masopust group to everyone. They are incredibly professional and knowledgeable and every person I know who has worked with them has had the same experiences I have. If you need any assistance with financial planning, this is the place to go."
"I had the opportunity to sit down with Jeff Cole the other day for about an hour. He really has a passion for what he does and took the time to talk with me. We are not in the position to use his services at this time but I would suggest that anyone that does have the financial ability to do some future planning should give Jeff a call. He is honest and will absolutely look out for your best interest. It is well worth an hour of your time to sit down with Jeff!"
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Merrill Lynch Financial Advisor Harold W Smith108 Main St N 2nd floor, Southbury, CT 06488, United States
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- Asset Allocation
- Business Owner Advice
- Business Succession Planning
- Estate Planning
- Executive Benefits
- Executive Benefits Consulting
- Family Office Administration
- Family Office Services
- Family Wealth Management
- Financial Advisor Services
- Financial Planning
- Individual Financial Planning
- Institutions Services
- Investment Management
- Investment Strategies
- Investments For The Future
- Legacy Planning
- Long-Term Wealth Growth
- Non-Profit Organizations
- Personalized Finance
- Philanthropy
- Portfolio Diversification
- Private Wealth Management
- Retirement Planning
- Retirement Solutions
- Risk Management Strategies
- Tax Planning And Optimization
- Tax-Efficient Investing
- Trusts And Estates
- Wealth Creation Strategies
- Wealth Management
- Wealth Transfer Planning
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