Merrill Lynch Wealth Management
2 Pickwick Plaza, Greenwich, CT 06830
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States
About the Business
Merrill Lynch Wealth Management, located at 2 Pickwick Plaza in Greenwich, Connecticut, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. Their experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America.
The branch is committed to client service and satisfaction, working closely with clients to understand their goals and create long-term financial strategies. They also prioritize community involvement through volunteerism and charitable outreach.
With access to Merrill's investing insights, wealth planning platform, and global financial resources, clients can receive tailored advice to help them achieve their financial and life goals. The branch also offers training and support for new and experienced advisors looking to join the team.
Merrill Lynch has been training financial advisors since 1946, ensuring they have the skills and knowledge needed to assist clients in pursuing their unique financial goals. It's important to note that investing involves risk, and clients should consult with their legal and tax advisors before making financial decisions.
Overall, Merrill Lynch Wealth Management provides a comprehensive range of services, including brokerage, investment advisory, and financial planning, to help clients navigate the complexities of the financial world and build a secure future.
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