Merrill Lynch Wealth Management
2951 Ranch Road 620 South, Austin, TX 78738
Location & Phone number
2951 Ranch Rd 620 S, Austin, TX 78738, United States
About the Business
Merrill Lynch Wealth Management is a finance institution located at 2951 Ranch Road 620 South, Austin, Texas, United States. The advisors at this branch have years of combined wealth management knowledge and experience, offering financial strategies to help individuals, families, business owners, executives, and institutions navigate rising or turbulent markets. They go beyond wealth planning advice by providing retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services from Bank of America.
The financial advisors at Merrill Lynch Wealth Management are dedicated to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies that meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports the economic, social, and cultural life of the communities in which they operate.
As a Merrill client, you have access to industry-skilled advisors supported by Merrill's investing insights, wealth planning platform, and global financial services resources. The advisors work with clients to understand their financial and life goals, helping them prepare for future challenges. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering ongoing professional training, mentoring, and technology for both new and experienced advisors.
It's important to note that investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients should consult their own advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, tailored to each client's unique financial goals and needs.
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
Reviews
"IRA's in turmoil...trying to be patient and nice reassurance, but no action!"
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