Merrill Lynch Wealth Management 1020 Boston Post Road, Darien, CT 06820
About the Business
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Merrill Lynch Wealth Management, located at 1020 Boston Post Road in Darien, Connecticut, is a finance institution that offers personalized financial strategies for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America.
The branch emphasizes client service and satisfaction, working with clients to identify personal and professional goals related to lifestyle and multi-generational issues. By utilizing industry analysts and specialists, financial advisors create customized financial strategies to meet long-term objectives.
Through volunteerism and charitable outreach, Merrill Lynch Wealth Management supports the economic, social, and cultural life of the communities in which they operate. The branch's financial advisors are committed to helping clients pursue their financial and life goals, providing ongoing professional training, mentoring, and technology to new and experienced advisors.
Merrill Lynch offers a broad range of brokerage, investment advisory, and other services, with access to technology, intellectual capital, and marketing resources. Since 1946, Merrill Lynch has been training financial advisors to assist individuals in pursuing their unique financial goals.
Investing involves risk, and past performance does not guarantee future results. Merrill Lynch does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. The institution offers a variety of investment products and services, including insurance, annuities, trust, fiduciary, and investment management services.
Clients can work with Merrill Lynch financial advisors to create a financial approach that reflects their personality and life priorities, designed to help them achieve their goals. Whether clients are just starting their career or looking for a new opportunity, Merrill Lynch provides the tools and resources to support their financial needs.
Location & Phone number
1020 Boston Post Rd, Darien, CT 06820, United States
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
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- Financial Consulting
- Audit & Consulting
- Annuities
- Asset Protection
- Brokerage Services
- Business Succession Planning
- Charitable Donations
- Client Satisfaction
- Concentrated Stock Investments
- Estate Planning Solutions
- Estate Settlement Services
- Executive Financial Planning
- Fiduciary Management
- Financial Advisor Training
- Financial Goal Achievement
- Financial Legacy Planning
- Financial Planning
- Insurance Products
- Investment Advice
- Investment Management
- Investor Education
- Legacy Planning
- Life Style Optimization
- Long-Term Goals
- Multigenerational Wealth
- Philanthropic Giving
- Portfolio Diversification
- Retirement Income Planning
- Retirement Planning Strategies
- Tax Planning Services
- Trust Services
- Volunteer Outreach
- Wealth Creation
- Wealth Management Consulting
- Wealth Management Services
- Wealth Preservation Strategies
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