Merrill Lynch Wealth Management
About the Business
Merrill Lynch Wealth Management, located at 92 Ames Street in Cambridge, Massachusetts, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The branch is dedicated to giving back to the community through volunteerism and charitable outreach, supporting economic, social, and cultural initiatives in the area.
With a team of experienced advisors and access to the resources of Merrill Lynch and Bank of America, clients can receive tailored financial strategies and guidance on retirement planning, investment management, estate planning, and more. The advisors at Merrill Lynch Wealth Management are committed to putting clients' interests first and helping them pursue their financial and life goals.
The institution provides professional training, mentoring, and technology for advisors, ensuring they have the skills and knowledge to assist clients in achieving their unique financial objectives. Through a wide range of services and resources, including investment advisory and wealth management advice, Merrill Lynch Wealth Management aims to enhance client relationships and help individuals navigate the financial landscape successfully.
Please note that investing involves risk and it is essential to consult with legal and tax advisors before making any financial decisions. Merrill Lynch Wealth Management is dedicated to providing clients with the tools and support needed to secure their financial future and achieve their long-term goals.
Location & Phone number
92 Ames St, Cambridge, MA 02142, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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