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Merrill Lynch Wealth Management
2649 South Road, Poughkeepsie, New York, United States
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About the Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and stress the importance of understanding each client's current financial situation. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services.
We are committed to client service and satisfaction, helping clients identify personal and professional goals related to lifestyle and multi-generational issues. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help you pursue your financial and life goals.
Our culture provides training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice, products, and services to support the financial aspects of a client's life. With access to a wide range of resources, we aim to enhance client relationships and build your business. Merrill Lynch Wealth Management has been training financial advisors since 1946 to assist individuals in pursuing their unique financial goals.
Please note that investing involves risk, and past performance does not guarantee future results. Merrill does not provide legal, tax, or accounting advice, so it is important to consult your advisors before making financial decisions. Additional information is available in our Client Relationship Summary. We aim to provide you with information about products and services that you might find useful and interesting.
2649 South Rd, Poughkeepsie, NY 12601, 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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