Merrill Lynch Wealth Management
3601 C Street, Anchorage, AK 99503
Hours open
Monday:
8:00 AM - 3:45 PM
Tuesday:
8:00 AM - 3:45 PM
Wednesday:
8:00 AM - 3:45 PM
Thursday:
8:00 AM - 3:45 PM
Friday:
8:00 AM - 3:45 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
3601 C St 14th floor, Anchorage, AK 99503, United States
About the Business
Merrill Lynch Wealth Management, located at 3601 C Street in Anchorage, Alaska, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services. They are committed to understanding each client's unique financial situation and collaborating on long-term financial strategies.
The branch is dedicated to giving back to the community through volunteerism and charitable outreach. Employees are involved in fundraising activities to support local neighborhoods and non-profit organizations. As a client of Merrill Lynch, you have access to industry-skilled advisors, a disciplined wealth planning platform, and global financial resources to help you achieve your financial and life goals.
Merrill Lynch Wealth Management has been training financial advisors since 1946, providing them with the skills and knowledge needed to assist individuals in pursuing their financial objectives. Whether you are a new or experienced advisor, Merrill offers professional training, mentoring, and technology to support your growth and success. By focusing on individually customized investment approaches and wealth management advice, advisors help clients navigate financial challenges and build their portfolios.
It is important to note that investing involves risk, and past performance does not guarantee future results. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making financial decisions. Additionally, Merrill offers a broad range of brokerage, investment advisory, and other services, each tailored to meet the unique needs of clients.
Reviews
"These guys don't even deserve a star but I had to put at least one. Customer service agents are trained to do absolutely nothing and can only do the same things we can do on the website, like print documents and what not. I needed list of deposits going into account to prove I even have 401k for my mortgage company and now denied my loan because this company has no way of giving them the information they require. Apparently I have to be on my deathbed to even borrow money from the account too. Thanks for nothing Merrill, if you need that money more than I do, keep it!"
"While the people in this office are probably nice professional people, the company that they bank with is Bank of America, who are there to deny asset close outs. I have just found out that since I am not 59 that they refused to let me close out my 401K. I used State services to cover my son's delivery since I didn't have medical insurance at the time. In all the paperwork for medical assistance anything that's of value will be taken to repay the Medicaid program if I died . Life insurance policy ,401K, home. Essentially leaves my child with nothing If some thing happened to me. So I Do Not Recomend this establishment for anyone looking to build a nest egg."
"Very helpful people and I really enjoy working with Mike Murphy and his team."
"Fantastic first rate financial advisor. You couldn’t do better anywhere else."
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