Guide > Audit & Consulting in Ohio > Audit & Consulting in Westlake > Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
159 Crocker Park Boulevard, Westlake, OH 44145
Location & Phone number
159 Crocker Park Blvd, Westlake, OH 44145, United States
About the Business
Merrill Lynch Wealth Management, located at 159 Crocker Park Boulevard in Westlake, Ohio, is a finance institution that offers comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides financial strategies tailored to each client's unique needs, including retirement income planning, guidance on concentrated stock positions, and access to estate planning services.
The advisors at Merrill Lynch Wealth Management are committed to client service and satisfaction, working closely with clients to identify their personal and professional goals. By leveraging industry analysts and specialists, they create financial strategies designed to meet long-term objectives and address potential challenges in the market and in life.
Through volunteerism and charitable outreach, the branch supports the communities in which they operate, helping to maintain vibrant and healthy neighborhoods. Clients of Merrill Lynch have access to industry-skilled advisors, investing insights, and a disciplined wealth planning platform, all supported by the technological resources of a leading global financial services firm.
Merrill Lynch has been training financial advisors since 1946, offering the critical skills and knowledge needed to assist individuals in pursuing their financial goals. While investing involves risk, the advisors at Merrill Lynch strive to put clients' interests first and help them achieve their financial and life goals. With a focus on individually customized investment approaches and wealth management advice, Merrill Lynch Wealth Management is dedicated to building strong client relationships and providing the tools and resources needed to succeed.
Photos
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Do not ever trust this office - I made a simple request - a small paperwork change - the manger couldn’t even do a warm hand off she just pushed me to another person - who isn’t even at this location. Where did they learn customer service? I’ve had better customer service at the DMV."
"After being transferred to Michael Brennan after my previous advisor left, I asked to review this advisor’s past performance to decide whether I wanted to stay. After initially agreeing to provide this info, my subsequent emails and calls were ignored over a three month period. When I decided to transfer my accounts out of Merrill Lynch, I was charged transfer fees which were not refunded. I do not recommend this advisor."
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