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Merrill Lynch Wealth Management
114 Bay Street, Easton, Maryland, United States
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About the Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 114 Bay Street in Easton, Maryland, offers comprehensive finance services to help clients achieve their financial goals. The branch provides personalized wealth management strategies, retirement income planning, and access to philanthropic services through Bank of America. The experienced advisors at Merrill Lynch have the knowledge and resources to assist with retirement planning, concentrated stock positions, traditional investments, and estate planning services.
The branch is committed to client satisfaction, taking the time to understand each individual's goals and financial situation in order to create customized strategies. Through volunteerism and charitable outreach, the branch supports local communities and non-profit organizations. Clients benefit from the expertise of industry-skilled advisors, supported by Merrill's investing insights and leading financial services technology.
The team at Merrill Lynch Wealth Management includes dedicated professionals like Beth and Rachel, who provide clients with operational support and personalized service. Through a client-centric approach, the team aims to help individuals and families navigate financial challenges and pursue their long-term objectives. Whether you are just starting your career or looking for a new opportunity as a financial advisor, Merrill Lynch provides training, mentoring, and technology to support your growth.
Investing involves risk, and Merrill Lynch advises clients to consult with legal, tax, and accounting professionals before making financial decisions. The institution offers a range of services, including brokerage, investment advisory, and financial planning, tailored to meet each client's unique needs. With access to a wide range of resources and expertise, Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals.
Photos of Merrill Lynch Wealth Management
114 Bay St, Easton, MD 21601, United States
Opening hours of Merrill Lynch Wealth Management
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Merrill Lynch Wealth Management
"Very professional. Great group. Highly recommend."
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