Merrill Lynch Wealth Management
312 Walnut Street, Cincinnati, OH 45202
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
Location & Phone number
About the Business
Merrill Lynch Wealth Management, located at 312 Walnut Street in Cincinnati, Ohio, is a reputable finance institution that offers a wide range of wealth planning services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address their financial challenges and opportunities. They provide personalized financial strategies based on years of combined knowledge and experience in wealth management.
In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on 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 goals and creating financial strategies to meet their long-term objectives.
The institution is actively involved in charitable outreach and volunteerism to support the communities where they operate. They offer a range of resources, including industry analysts and specialists, to fully understand each client's financial situation and develop tailored strategies to help them achieve their goals. The institution also provides professional training, mentoring, and technology for new and experienced advisors.
Merrill Lynch Wealth Management has been training financial advisors since 1946, equipping them with the skills and knowledge needed to assist individuals in pursuing their financial goals. The institution offers a broad range of brokerage, investment advisory, and other services to help clients manage their wealth effectively. Clients have access to a wide range of technology, intellectual capital, and marketing resources to enhance their relationships and build their businesses.
It is important to 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. Clients are encouraged to consult their legal and tax advisors before making any financial decisions. The institution emphasizes the importance of understanding the differences between brokerage and investment advisory services when selecting the appropriate service for their needs.
Reviews
"Called trying to transfer my IRA to my bank from an old job I worked years ago, they asked me all these stupid questions that I have no idea the answers to only thing I could give them was my hire date because I found that paper, who remembers the date they left a company over 5 years ago."
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