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Merrill Lynch Wealth Management
27 Coogan Boulevard, Stonington, Connecticut 06355
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About the Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 27 Coogan Boulevard in Stonington, Connecticut, offers personalized financial strategies for individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at the branch provide guidance on retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the advisors work closely with clients to understand their goals and create financial strategies tailored to their needs. Through volunteerism and charitable outreach, the branch supports the communities in which they operate. With access to industry insights and resources, Merrill clients benefit from personalized investment approaches and wealth management advice. The institution has a long history of training financial advisors and offers a range of services to help clients pursue their financial goals. Merrill Lynch emphasizes the importance of understanding each client's unique financial situation and collaborating on strategies to meet their long-term objectives.
Photos of Merrill Lynch Wealth Management
27 Coogan Blvd, Mystic, CT 06355, United States
Opening hours of Merrill Lynch Wealth Management
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews of Merrill Lynch Wealth Management
"I am extremely happy with the entire staff of my Merrill Lynch. My husband and I have been clients with them for the past 15 years. They have showed us and have taught us all we need to know with our Financial planning, making sure that we understand and agree with all. I have and will continue to suggest Merrill Lynch in Stonington to all that ask."
"The staff here contains the rudest people I have ever met in my life. I highly suggest not working with them."
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