Merrill Lynch Wealth Management
1225 South Main Street, Greensburg, Pennsylvania, United States
About the Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1225 South Main Street in Greensburg, Pennsylvania, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides financial strategies tailored to each client's unique goals and challenges. Beyond wealth planning, advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America.
Committed to client service and satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to understand their personal and professional goals, as well as lifestyle and multi-generational issues. By leveraging industry analysts and specialists, advisors create financial strategies designed to meet each client's long-term objectives. The branch also actively participates in volunteerism and charitable outreach to support the communities in which they operate.
As a Merrill client, individuals have access to industry-skilled advisors supported by Merrill's investing insights, wealth planning platform, and global financial services resources. The advisors at Merrill Lynch Wealth Management focus on helping clients pursue their financial and life goals, preparing them for financial challenges and changes in their lives. By getting to know clients personally, advisors can create a financial approach that reflects their unique personality and priorities.
Merrill Lynch Wealth Management offers professional training, mentoring, and technology for both new and experienced advisors, helping them provide individually customized investment approaches and wealth management advice. With access to a wide range of resources, advisors can enhance client relationships and build their business effectively. With a history of training financial advisors since 1946, Merrill Lynch is dedicated to assisting individuals in pursuing their financial goals while managing risks associated with investing.
Please note that investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. Additional information about Merrill Lynch Wealth Management services is available in the Client Relationship Summary.
Photos of Merrill Lynch Wealth Management
1225 S Main St Suite 401, Greensburg, PA 15601, 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
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