Merrill Lynch Wealth Management
1305 Walt Whitman Road, Melville, NY 11747
Hours open
Monday:
9:00 AM - 4:30 PM
Tuesday:
9:00 AM - 4:30 PM
Wednesday:
9:00 AM - 4:30 PM
Thursday:
9:00 AM - 4:30 PM
Friday:
9:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
1305 Walt Whitman Rd, Melville, NY 11747, United States
About the Business
Merrill Lynch Wealth Management, located at 1305 Walt Whitman Road in Melville, New York, offers clients the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America. Their team of experienced financial advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and estate planning services. The advisors are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies designed to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they live and work. Merrill Lynch Wealth Management provides training, mentoring, and technology for new and experienced advisors to help clients pursue their unique financial goals. Clients have access to individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their financial goals. It's important to consult legal and tax advisors before making financial decisions, as investing involves risk. Additional information about brokerage and investment advisory services is available through Merrill financial advisors. The institution is dedicated to providing a wide range of technology, intellectual capital, and marketing resources to enhance client relationships and build businesses.
Reviews
"Worst experience of my life...They are great investors however when you want to.leave they wont let go of your money. Ive been trying to move my inherried retirement account and they will find every way to keep you from your money. My Mom passes over a year ago I just want to no when enough is enough and they will cooperate Most stressfull experience ever."
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