Merrill Lynch Wealth Management
9921 Dupont Circle Drive West, Fort Wayne, IN 46825
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 9921 Dupont Circle Drive West in Fort Wayne, Indiana, is a finance institution that specializes in working with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. The experienced advisors at this branch offer financial strategies based on years of combined knowledge and experience in wealth management. They can assist with retirement income planning, 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 personal and professional goals and creating financial strategies to meet long-term objectives. Additionally, the branch is involved in charitable outreach to support the communities in which they operate. Merrill Lynch Wealth Management provides access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources to help clients pursue their financial and life goals. The institution offers continuing professional training, mentoring, and technology for new and experienced advisors, as well as individually customized investment approaches and wealth management advice. Clients should consult legal and tax advisors before making financial decisions, as Merrill Lynch does not provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Additional information about Merrill Lynch's services and offerings can be found on their website.
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