Merrill Lynch Wealth Management
4811 Gaillardia Parkway, Oklahoma City, OK 73142
Location & Phone number
4811 Gaillardia Pkwy, Oklahoma City, OK 73142, United States
About the Business
Merrill Lynch Wealth Management, located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, is a finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch can provide financial strategies based on years of combined wealth management knowledge and expertise. They go beyond wealth planning advice to offer retirement income planning, guidance on investments, and access to estate planning services.
The branch is dedicated to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, Merrill Lynch supports the communities in which they operate. The institution provides access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources to help clients pursue their financial and life goals.
Merrill Lynch has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their unique financial goals. The institution emphasizes the importance of understanding a client's specific needs and goals, and offers individually customized investment approaches and wealth management advice.
Investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult their own advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, and there are important differences between these services that clients should understand.
Merrill Lynch is committed to providing ongoing professional training, mentoring, and technology for new and experienced advisors. The institution strives to help clients navigate financial challenges and prepare for the future, with a focus on building strong client relationships and enhancing business growth.
Photos
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
"A great group, you will be treated like a king by these knowledgeable people. I have done business with these folks for over 40 years."
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