Merrill Lynch Wealth Management
4908 Whiteford Road, Toledo, OH 43623
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
Photos
Location & Phone number
About the Business
Merrill Lynch Wealth Management, located at 4908 Whiteford Road in Toledo, Ohio, is a reputable finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning in both stable and volatile markets. The branch's financial advisors prioritize client satisfaction and work closely with clients to identify their personal and professional goals, lifestyle preferences, and multi-generational concerns. By leveraging industry analysts and specialists, the advisors develop tailored financial strategies to meet each client's long-term objectives.
In addition to providing expert financial guidance, Merrill Lynch Wealth Management is deeply committed to giving back to the communities it serves through volunteerism and charitable outreach. The branch actively supports local economic, social, and cultural initiatives, fostering vibrant and healthy neighborhoods.
As a Merrill client, you benefit from the knowledge and experience of skilled advisors who draw on Merrill's investing insights, wealth planning platform, and cutting-edge technology to help you achieve your financial and life goals. The advisors at Merrill Lynch Wealth Management are dedicated to helping clients navigate financial challenges and prepare for the future, ensuring a secure financial future for themselves and their families.
Whether you are a seasoned investor or new to the world of finance, Merrill Lynch offers comprehensive training, mentoring, and technology to help advisors succeed in providing individually customized investment approaches and wealth management advice. With access to a wide range of resources and support, Merrill advisors can enhance client relationships and build successful businesses.
Please note that investing involves risk, and it is essential to consult legal and tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) offers a broad range of services, including brokerage, investment advisory, and financial planning, to help clients pursue their unique financial goals.
For more information about the services offered by Merrill Lynch Wealth Management and to learn about the differences between brokerage and investment advisory services, speak with a Merrill financial advisor. You can trust Merrill to put your interests first and provide the guidance you need to navigate the complexities of the financial world.
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