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Merrill Lynch Wealth Management
96 South George Street, York, Pennsylvania, United States
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About the Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 96 South George Street in York, Pennsylvania, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide personalized financial strategies tailored to your specific needs, whether you are navigating a rising or turbulent market.
In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping you identify your goals and create financial strategies designed to meet your long-term objectives.
The branch in York, PA is led by Resident Director Joseph Adamchak, who is dedicated to building a strong office culture and supporting the local community. The Eastern Pennsylvania Branch, headquartered in Allentown, is led by Market Executive Aanal Shah, who oversees a team of financial advisors focused on enhancing the overall client experience.
Whether you are just starting your career as a financial advisor or are an experienced professional, Merrill Lynch Wealth Management offers training, mentoring, and technology to help you succeed. With a focus on personalized investment approaches and wealth management advice, Merrill Lynch can help you achieve your financial goals and navigate market fluctuations.
Please note that investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services to help clients pursue their unique financial goals. Contact a Merrill financial advisor to learn more about the services available and how they can benefit you.
Photos of Merrill Lynch Wealth Management
96 S George St, York, PA 17401, United States
Opening hours of Merrill Lynch Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Merrill Lynch Wealth Management
"This office has no interest in working with young professionals and growing accounts. They're are only interested in OLD money. I have been promised a number of action items from Tony Foster for over year and half. He has still not followed through. I contacted his management team and they have not held him accountable, because clearly they not monitoring his work. They sent me a deadbeat email when I contacted them. Didn't even have the decency to pick up the phone and call me. Total joke and you want manage my money. Take your money and RUN! Total violation of their fiduciary obligation!!"
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