Merrill Lynch Wealth Management 13250 University Center Boulevard, Fort Myers, FL 33907
About the Business
Merrill Lynch Wealth Management, located at 13250 University Center Boulevard in Fort Myers, Florida, offers comprehensive financial services for individuals, families, business owners, executives, and institutions. With a focus on wealth planning and investment strategies, the experienced advisors at Merrill Lynch can assist with retirement income planning, concentrated stock positions, and traditional investments. They also provide access to estate planning services through Bank of America.
The branch is committed to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies. Through volunteerism and charitable outreach, Merrill Lynch supports the local community and non-profit organizations.
As a Merrill client, you have access to industry-skilled advisors, investing insights, and a disciplined wealth planning platform. The advisors at Merrill Lynch help clients pursue their financial goals, prepare for future challenges, and create a financial approach tailored to their individual needs.
Whether you are a seasoned financial advisor or considering a career in wealth management, Merrill Lynch offers professional training, mentoring, and technology to support your growth. With a wide range of resources and services, Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial objectives while managing risk and optimizing their investments.
Location & Phone number
13250 University Center Blvd, Fort Myers, FL 33907, United States
Hours open
Monday:
08:30 - 16:00
Tuesday:
08:30 - 16:00
Wednesday:
08:30 - 16:00
Thursday:
08:30 - 16:00
Friday:
08:30 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Albert Abdo has been absolutely wonderful. I have had 2 advisors prior to him and I did not understand anything that was going on. Either they said “we didn’t need to meet to go over things” or they explained things so complex that I just didn’t understand. I have been so pleased with Albert, he is always reaching out to me to recommend programs that will allow me to capitalize on my money and when he explains things, he makes it so easy to understand and actually SHOWS me on the computer so I can visually follow along (I am a visual learner). Not only is he great at what he does, he makes you so comfortable and has a great demeanor and personality. Highly, highly recommend!"
"Had a great experience at ML branch in Ft Myers. They explained the potential of my portfolio better than other investment firms could. Would highly recommend their services."
"I love Madoff. He is my biggest role model. He showed me how to rob wall street in a new york minute and keep the funds in off shore accounts like Bimini in The Bahamas. :)"
"I'm I have also not had a good experience with Merrill Lynch and their reimbursement policy. they have given me the runaround and consequently I am removing all of my funds out of the account"
"I have not had a very good experience with Merrill Lynch (Callari Group). I was promised a reimbursement for a service that they did not properly explain and neglected to inform me of the cost of the service that I really didn't need. It's been 2 months now all I get is we are looking into it and at this point they do not even take my calls. They are either in a meeting or on vacation and do not call me back. I would not recommend working with this group."
List of local businesses, places and services in Florida
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos