Merrill Lynch Wealth Management 2021 Spring Road, Oak Brook, IL 60523
About the Business
Merrill Lynch Wealth Management, located at 2021 Spring Road in Oak Brook, Illinois, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, striving to understand each client's financial situation and long-term objectives. Additionally, the institution is dedicated to giving back to the community through volunteerism and charitable outreach.
Merrill Lynch Wealth Management provides industry-skilled advisors supported by Merrill's investing insights, wealth planning platform, and global financial services resources. Advisors work with clients to create financial strategies tailored to meet their personal and business needs, as well as prepare for future financial challenges. The institution offers professional training, mentoring, and technology for both new and experienced advisors, emphasizing the importance of continuing education and client relationships.
Investing involves risk, and Merrill Lynch advises clients to consult legal and tax advisors before making financial decisions. The institution offers a range of brokerage, investment advisory, and other services, with a focus on individually customized investment approaches and wealth management advice. Clients can access a wide range of technology, intellectual capital, and marketing resources to enhance their relationships and build their business. With a history of training financial advisors since 1946, Merrill Lynch is committed to helping individuals pursue their unique financial goals.
Location & Phone number
2021 Spring Rd Suite 700, Oak Brook, IL 60523, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"they don't answer their phones or respond to requests for an appointment."
"Don't deal with these jokers - highly inefficient and a complete wast of time and effort. I have signed official documents and attempted to place money transfers at least 5 times via customer service - while waiting on hold for 1+ hour at a time. They have yet to process the account correctly."
"Poor business practices! One of their Financial Advisors disguised herself as a potential client to meet with our owner and then attempted to sell him 401(k) options. How are we suppose to trust you with our money when you are dishonest from the start with us? Thanks for wasting our time!"
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