Guide > Audit & Consulting in Utah > Audit & Consulting in St. George > Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

720 South River Road, St. George, UT 84790

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Hours open
Location & Phone number
About Us
Reviews
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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

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Location & Phone number

720 S River Rd Suite E-200, St. George, UT 84790, United States
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About the Business

Merrill Lynch Wealth Management

Merrill Lynch Wealth Management, located at 720 South River Road in St. George, Utah, offers comprehensive financial services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies tailored to meet each client's unique financial goals. Services include retirement income planning, guidance on investments, estate planning, and more.

As a client of Merrill Lynch, you have access to a wide range of resources and expertise, including industry-skilled advisors, investing insights, and advanced technological tools. The institution is committed to putting clients' interests first and helping them navigate through market fluctuations and life changes.

Merrill Lynch Wealth Management has a long history of training financial advisors since 1946, providing them with the skills and knowledge needed to assist individuals in pursuing their financial goals. The institution emphasizes the importance of ongoing professional training, mentoring, and technology to support advisors in delivering customized investment approaches and wealth management advice.

Investing involves risks, and Merrill Lynch advises clients to consult with legal and tax advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, tailored to meet the specific needs of each client. With a focus on building strong client relationships and enhancing business growth, Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial and life goals.

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Reviews

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Sam Forbush:
1

"Don't bother putting your money in at Merrill Lynch. They hold on to and when you want to withdraw from your account you have to prove to them you need it and it takes 10 business days to review the requests. Trust me when I say they will take all 10 days and not care one bit. Also you can't get a hold of anyone to talk to. Not good."

almost 3 years ago
Awura Abena:
1

"The benefits website for my 401(k) is useless, I cashed out and my check is late, there is no one available to speak with about the situation. Never again. Though I’m not surprised, since they’re affiliated with Bank of America who probably has the worst customer service of all time. I wish employers would give employees options as far as 401(k) providers."

more 6 years ago
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