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Merrill Lynch Wealth Management
973 Featherstone Road, Rockford, Illinois, United States
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About the Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 973 Featherstone Road in Rockford, Illinois, is a prestigious finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch provide personalized financial strategies based on years of combined wealth management knowledge and expertise. They go beyond traditional wealth planning advice by offering retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America.
The branch is dedicated to client service and satisfaction, helping clients identify their personal and professional goals to create tailored financial strategies. Through volunteerism and charitable outreach, Merrill Lynch supports the communities in which they operate. As a Merrill client, you have access to industry-skilled advisors, investing insights, and a disciplined wealth planning platform.
Merrill Lynch has been training financial advisors since 1946, offering them the skills and knowledge needed to assist individuals in pursuing their financial goals. The institution emphasizes the importance of understanding each client's unique financial situation and collaborating on long-term financial strategies. Merrill Lynch also provides ongoing professional training, mentoring, and technology for both new and experienced advisors.
Investing with Merrill Lynch involves risk, and the institution does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services to help clients achieve their financial and life goals.
973 Featherstone Rd, Rockford, IL 61107, United States
Opening hours of Merrill Lynch Wealth Management
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Merrill Lynch Wealth Management
"The character of the employees should be questioned by anyone who might use their company. Maria just so you know, it doesn't take long for drivers to spread what you have done. I also have been a victim of your tip baiting. Character matters and you have none!"
"Do not do business with this place! They place orders for delivery and input a high tip. Then after delivery they change the tip. This is called tip baiting. Your employee has low morals and needs to be held responsible."
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