Merrill Lynch Wealth Management

1040 Stony Hill Road, Yardley, PA 19067

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Location & Phone number

Hours open

About Us

Reviews

About the Business

Merrill Lynch Wealth Management is a renowned financial institution located at 1040 Stony Hill Road in Yardley, Pennsylvania, United States. As a leading provider of wealth management services, Merrill Lynch offers personalized financial solutions to help individuals and families achieve their financial goals. With a team of experienced advisors and a wide range of investment options, clients can trust Merrill Lynch to provide expert guidance and support in managing their wealth effectively. Whether you are planning for retirement, saving for education, or investing for the future, Merrill Lynch Wealth Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Location & Phone number

Directions

1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States

267-757-1400

local.ml.com

Call Website

Hours open

Monday:

8:00 AM - 4:00 PM

Tuesday:

8:00 AM - 4:00 PM

Wednesday:

8:00 AM - 4:00 PM

Thursday:

8:00 AM - 4:00 PM

Friday:

8:00 AM - 4:00 PM

Saturday:

Closed

Sunday:

Closed

Reviews

Jack McFadden:

"Our parents invested with Merrill Lynch (ML), and we stayed with ML when they both passed on and we managed their estate. We take care of a special needs sibling with the estate. We lost approximately $65K in taxes due to the way the IRA taxes were paid per ML's "guidance". ML and the lawyer they recommended we use accused each other of a "miscommunication". We have $65K less to support our sister due to Merrill Lynch. We would not recommend them to anyone."

1 year ago