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Merrill Lynch Wealth Management
145 South State College Boulevard, Brea, California, United States
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About the Merrill Lynch Wealth Management
Welcome to Merrill Lynch Wealth Management in Brea, California. Our financial advisors work with a personalized, strategic planning system that recognizes the uniqueness of each client. Located at 145 South State College Boulevard, Suite 300/350, our advisors offer years of combined wealth management knowledge and experience to assist with retirement income planning, concentrated stock positions, and traditional investments. We also provide access to Bank of America's estate planning services and collaborate with outside professionals such as accountants and tax attorneys.
At Merrill Lynch, we are committed to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies that align with their long-term objectives. Our advisors utilize industry analysts and specialists to fully understand each client's financial situation and collaborate on personalized financial approaches.
Through volunteerism and charitable outreach, our branch supports the economic, social, and cultural life of our communities. We believe in giving back and maintaining vibrant, healthy neighborhoods and non-profit organizations.
As a Merrill client, you have access to industry-skilled advisors supported by Merrill's investing insights and technological resources. Our advisors focus on helping clients pursue their financial and life goals, preparing them for future financial and lifestyle challenges.
If you have the mindset and motivation of a Merrill financial advisor, consider joining our team. We provide continuing professional training, mentoring, and technology for new and experienced advisors. Our size and scope offer access to a wide range of resources to enhance client relationships and build your business.
Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their unique financial goals. We emphasize that investing involves risk and advise consulting legal and tax advisors before making financial decisions.
For a personalized approach to wealth management and investment advice, visit Merrill Lynch Wealth Management in Brea, California, at 145 South State College Boulevard, Suite 300/350. Our advisors are dedicated to helping you achieve your financial goals and prioritize your interests to create a customized financial approach.
Photos of Merrill Lynch Wealth Management
145 S State College Blvd Suite 300/350, Brea, CA 92821, United States
Opening hours of Merrill Lynch Wealth Management
Monday:
07:00 - 15:00
Tuesday:
07:00 - 15:00
Wednesday:
07:00 - 15:00
Thursday:
07:00 - 15:00
Friday:
07:00 - 15:00
Saturday:
Day off
Sunday:
Day off
Reviews of Merrill Lynch Wealth Management
"I met with Robert for the first time today and I must say he really shed some light on things that were just at the surface for me and helped me realize what I've been doing wrong fairly quickly. He listened to my businesses story and made an assessment right there on the spot that opened my eyes and help me understand that I shouldn't be afraid to grow and work with other people. Thank you Robert and I look forward to working with your team."
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