Merrill Lynch Wealth Management 26 Century Hill Drive, Latham, NY 12110
About the Business
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Merrill Lynch Wealth Management is a finance institution located at 26 Century Hill Drive in Latham, New York, United States. The branch offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can provide financial strategies tailored to meet your specific needs.
In addition to wealth planning advice, the branch also offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The financial advisors at Merrill Lynch are dedicated to client service and satisfaction, helping clients identify their personal and professional goals to create long-term financial strategies.
The branch is actively involved in fundraising activities to support the communities in which they operate, emphasizing the importance of giving back and maintaining healthy, vibrant neighborhoods. As a Merrill client, you have access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources to help you achieve your financial goals.
Merrill Lynch Wealth Management provides continuing professional training, mentoring, and technology for both new and experienced advisors. With a focus on individually customized investment approaches and wealth management advice, the institution aims to support the financial aspects of a client's life and enhance client relationships.
Please note that investing involves risk, and past performance does not guarantee future results. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it's important to consult with your own advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, with important differences between these services that should be understood when selecting the right options for your needs.
Location & Phone number
26 Century Hill Dr, Latham, NY 12110, United States
Hours open
Monday:
9:00 AM - 4:30 PM
Tuesday:
9:00 AM - 4:30 PM
Wednesday:
9:00 AM - 4:30 PM
Thursday:
9:00 AM - 4:30 PM
Friday:
9:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Love my team at MERRILL Nick is a master advisor and Rachel makes life problem free and gets what you need done!"
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Asset Management
- Beneficiary Designations
- Brokerage Services
- Business Ownership
- Business Succession Planning
- Capital Preservation
- Charitable Giving
- Diversified Portfolio
- Estate Planning
- Estate Taxation
- Executive Benefits
- Executive Compensation
- Family Wealth
- Financial Advisor
- Financial Goals
- Financial Independence
- Individualized Planning
- Inheritance Planning
- Inheritance Tax
- Insurance Solutions
- Investing In Bonds
- Investing In Real Estate
- Investing In Stocks
- Investment Advice
- Investment Products
- Investment Research
- Investment Returns
- Investment Strategy
- Legacy Planning
- Long-Term Investing
- Long-Term Wealth
- Philanthropy
- Portfolio Optimization
- Retirement Planning
- Risk Management
- Small Business Financing
- Tax Planning
- Tax-Efficient Investing
- Trust Services
- Wealth Creation
- Wealth Management
- Wealth Protection
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