Merrill Lynch Wealth Management
253 Post Road West, Westport, CT 06880
About the Business
Merrill Lynch Wealth Management is a finance institution located at 253 Post Road West, Westport, Connecticut, United States. The branch offers personalized financial strategies for individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at Merrill Lynch Wealth Management go beyond wealth planning advice, providing guidance on retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America.
The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies that meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they live and work. Merrill clients have access to industry-skilled advisors, investing insights, a disciplined wealth planning platform, and technological resources to pursue their financial and life goals.
Merrill Lynch Wealth Management offers professional training, mentoring, and technology for new and experienced advisors, focusing on providing individually customized investment approaches and wealth management advice. The institution has been training financial advisors since 1946, equipping them with the skills and knowledge needed to assist individuals in pursuing their unique financial goals. It's important to note that investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"A great partnership with Bank of America."
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