Merrill Lynch Wealth Management
200 South 10th Street, McAllen, TX 78505
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Merrill Lynch Wealth Management, located at 200 South 10th Street in McAllen, Texas, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. Their experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services. The institution is committed to supporting local communities through volunteerism and charitable outreach.
With a focus on understanding clients' personal and business needs, Merrill Lynch advisors use industry knowledge and resources to help clients pursue their financial goals and prepare for future challenges. They offer training, mentoring, and technology to support both new and experienced advisors in providing customized investment approaches and wealth management advice. Merrill Lynch has been training financial advisors since 1946, ensuring they have the skills and knowledge needed to assist clients in achieving their financial goals.
Investing involves risk, and Merrill Lynch emphasizes the importance of consultation with legal and tax advisors before making financial decisions. They offer a broad range of brokerage, investment advisory, and other services to enhance client relationships and support business growth. Merrill Lynch is a registered broker-dealer, investment advisor, and subsidiary of Bank of America Corporation, providing insurance, annuity, trust, fiduciary, and investment management services to clients.
Reviews
"Retirement account fees have gone up since 2013, and the financial advisor conveniently failed to alert me to this - I had to discover it on my own. Their high retirement account management fees can add up to tens of thousands of dollars (or more) in loss of future growth if you don't plan to retire for many years. Also, anytime you have a managed account, those funds are invested in Bank of America & Merrill lynch related holdings like Blackrock instead of elsewhere where they could possibly have more growth. Do your homework and check the fees they are charging."
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