Merrill Lynch Wealth Management

Merrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets.

Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.

At Merrill Lynch Wealth Management, we are committed to client service and satisfaction. Our advisors take the time to understand your personal and professional goals, lifestyle preferences, and multi-generational needs. By leveraging industry analysts and specialists, we can create customized financial strategies to help you achieve your financial and life goals.

Through volunteerism and charitable outreach, our branch supports the economic, social, and cultural life of our communities. Our advisors are dedicated to giving back and helping maintain vibrant, healthy communities and non-profit organizations.

As a Merrill client, you have access to industry-skilled advisors, investing insights, a disciplined wealth planning platform, and technological resources to help you pursue your financial goals. Our advisors prioritize your interests and work with you to address market fluctuations and life changes.

Whether you are a seasoned financial advisor or considering a career in wealth management, Merrill Lynch Wealth Management offers professional training, mentoring, and technology to support your growth. Our size and scope provide access to a wide range of resources designed to enhance client relationships and build your business.

Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is important to consult your legal and/or tax advisors before making any financial decisions.

At Merrill Lynch Wealth Management, we are dedicated to helping you create a financial approach that reflects your personality and priorities. Let's work together to help you achieve your goals and prepare for financial and lifestyle challenges ahead.