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Merrill Lynch Wealth Management
1424 State Street, Santa Barbara, California, United States
About the Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a prestigious finance institution located at 1424 State Street, Santa Barbara, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets, offering personalized wealth planning strategies. Beyond traditional investments, we can assist with retirement income planning, concentrated stock positions, and estate planning services through Bank of America. Our dedicated advisors prioritize client service and satisfaction, collaborating with industry analysts to create tailored financial strategies that align with your long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. Whether you're a seasoned investor or just starting out, our advisors are committed to helping you achieve your financial and life goals. Join us in building a brighter future together.
Photos of Merrill Lynch Wealth Management
1424 State St, Santa Barbara, CA 93101, United States
Opening hours of Merrill Lynch Wealth Management
Monday:
07:30 - 15:00
Tuesday:
07:30 - 15:00
Wednesday:
07:30 - 15:00
Thursday:
07:30 - 15:00
Friday:
07:30 - 15:00
Saturday:
Day off
Sunday:
Day off
Reviews of Merrill Lynch Wealth Management
"Friendly people with a wealth of information."
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