Merrill Lynch Wealth Management
1499 Post Road, Fairfield, Connecticut, United States
About the Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1499 Post Road, Fairfield, Connecticut, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced financial advisors at Merrill Lynch can provide strategies based on years of wealth management knowledge and can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America.
The branch is dedicated to client service and satisfaction, working with clients to identify their personal and professional goals and create financial strategies to meet their long-term objectives. The advisors at Merrill Lynch also engage in volunteerism and charitable outreach to support the communities in which they operate.
Clients of Merrill Lynch have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help them pursue their financial and life goals. The institution has been training financial advisors since 1946, offering the skills and knowledge needed to assist individuals in achieving their unique financial objectives.
Merrill Lynch emphasizes the importance of understanding a client's specific investment objectives, financial situations, and needs before providing recommendations. The institution offers a broad range of brokerage, investment advisory, and other services, and clients are encouraged to consult with their Merrill financial advisor to understand the differences between these services.
Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, offers investment products sponsored by affiliates of Bank of America Corporation. Insurance and annuity products are provided through Merrill Lynch Life Agency Inc., and trust, fiduciary, and investment management services are offered by Bank of America, N.A. and its agents.
Banking products are provided by Bank of America, N.A. and affiliated banks, and U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation. Overall, Merrill Lynch Wealth Management is committed to helping clients achieve their financial goals through personalized strategies and expert advice.
1499 Post Rd, Fairfield, CT 06824, 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:
Day off
Sunday:
Day off
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