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Merrill Lynch Wealth Management
510 East 96th Street, Indianapolis, Indiana, United States
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About the Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 510 East 96th Street in Indianapolis, Indiana, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch is equipped to address your financial challenges and opportunities in both rising and turbulent markets.
The advisors at Merrill Lynch Wealth Management bring years of combined knowledge and experience in wealth management to provide financial strategies tailored to your specific needs. Beyond wealth planning advice, they also offer guidance on retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America.
Committed to client service and satisfaction, the financial advisors at Merrill Lynch focus on understanding your personal and professional goals, lifestyle preferences, and multi-generational issues. By collaborating with industry analysts and specialists, they can create customized financial strategies to help you achieve your long-term objectives.
Through volunteerism and charitable outreach, Merrill Lynch Wealth Management supports the economic, social, and cultural life of the communities in which they operate. Employees are actively involved in fundraising activities to benefit local neighborhoods and causes, contributing to vibrant and healthy communities.
As a Merrill client, you have access to industry-skilled advisors supported by Merrill's investing insights, wealth planning platform, and global financial services resources. The advisors work closely with you to understand your financial and life goals, offering personalized advice to help you navigate market fluctuations and life changes.
Merrill Lynch Wealth Management provides professional training, mentoring, and technology for new and experienced advisors, ensuring they have the skills and knowledge needed to assist clients in pursuing their unique financial goals. With a focus on individually customized investment approaches and wealth management advice, Merrill Lynch helps clients prepare for financial and lifestyle challenges that may arise in the future.
Investing involves risk, and past performance does not guarantee future results. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It is important to consult your legal and/or tax advisors before making any financial decisions.
Merrill Lynch Wealth Management offers a broad range of brokerage, investment advisory, and other services to help clients achieve their financial goals. With a commitment to putting clients' interests first, Merrill Lynch strives to create a financial approach that reflects your personality and life priorities. Let's work together to help you reach your goals.
510 E 96th St Suite 500, Indianapolis, IN 46240, United States
Opening hours of Merrill Lynch Wealth Management
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:
Day off
Sunday:
Day off
Reviews of Merrill Lynch Wealth Management
"Tried to do a rollover out of Merrill for my 401k and it was incredibly hard. they were obviously stonewalling me to stop the roll out. Their automation was excruciating then we sat on hold for 28 minutes to talk to anyone then they had and extra strenuous verification process. I've been moving accounts around for years and no one else makes it this hard except TIAA and AIG. They said they'd send me paperwork to do the rollover and it never showed up. Over and over it failed until we went into my advisors office and he fought through all their tricks and got it done. It's nice to have someone who works for you and not against you like Merrill. I'll never use Merrill again and I will spread the word about how poorly they treat you after they have your money."
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