Merrill Lynch Wealth Management
About the Business
Merrill Lynch Wealth Management is a finance institution located at 127 East Main Cross Street, Findlay, Ohio, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer personalized financial strategies, retirement income planning, guidance on investments, and access to estate planning services through Bank of America. Our advisors are committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their objectives. We also support our communities through volunteerism and charitable outreach.
As a Merrill client, you have access to industry-skilled advisors, investing insights, a wealth planning platform, and technological resources to help you pursue your financial and life goals. Our advisors are dedicated to providing customized investment approaches and wealth management advice to support your financial needs. We offer professional training, mentoring, and technology to help you succeed as a financial advisor. With a history of training advisors since 1946, we provide the critical skills and knowledge needed 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, and it is important to consult your advisors before making financial decisions. We offer a broad range of brokerage, investment advisory, and other services, and it is essential to understand the differences between these services. For more information, speak with your Merrill financial advisor.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) offers certain investment products sponsored, managed, distributed, or provided by affiliates of Bank of America Corporation. Insurance, annuity products, trust, fiduciary, and investment management services are also available through affiliated companies. Banking products are provided by Bank of America, N.A. and its affiliated banks. You can return to our website or visit FINRA's BrokerCheck for more information.
At Merrill Lynch Wealth Management, we are committed to helping you achieve your financial goals and provide personalized advice and services to support your needs.
Location & Phone number
127 E Main Cross St, Findlay, OH 45840, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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