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Merrill Lynch Wealth Management
3508 Oakwood Mall Drive, Eau Claire, Wisconsin, United States
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About the Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 3508 Oakwood Mall Drive in Eau Claire, Wisconsin, is a finance institution that offers a wide range of wealth planning services. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address their financial challenges and opportunities in both rising and turbulent markets. We provide personalized financial strategies based on years of combined knowledge and experience in wealth management.
Our advisors go beyond just offering wealth planning advice - we also provide retirement income planning, guidance on concentrated stock positions, traditional investments, and access to Bank of America's estate planning services. We collaborate with outside professionals such as accountants and tax attorneys to ensure comprehensive financial planning for our clients.
At Merrill Lynch Wealth Management, our advisors prioritize client service and satisfaction. We work closely with clients to identify their personal and professional goals, taking into account lifestyle and multi-generational issues. By leveraging industry analysts and specialists, we create tailored financial strategies to meet each client's long-term objectives.
In addition to our financial services, our branch is dedicated to giving back to the community through volunteerism and charitable outreach. We believe in supporting the economic, social, and cultural life of the communities where we live and work.
As a Merrill client, you have access to industry-skilled advisors, investing insights, a disciplined wealth planning platform, and technological resources. We focus on understanding your personal and business needs, as well as those of your family and future generations, to help you achieve your financial and life goals.
Our advisors undergo professional training and mentoring to provide individually customized investment approaches and wealth management advice. We offer a wide range of technology, intellectual capital, and marketing resources to enhance client relationships and build your business.
Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it's important to consult your own advisors before making financial decisions. We offer a broad range of brokerage, investment advisory, and other services to assist individuals in pursuing their financial goals.
By focusing on what matters most to you, we can create a financial approach that reflects your personality and priorities. Let's work together to help you achieve your goals and prepare for any financial or lifestyle challenges that may arise. Consider becoming a Merrill financial advisor to join a culture dedicated to providing ongoing professional training and support for your career growth.
Photos of Merrill Lynch Wealth Management
3508 Oakwood Mall Dr, Eau Claire, WI 54701, United States
Opening hours of Merrill Lynch Wealth Management
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:
Day off
Sunday:
Day off
Reviews of Merrill Lynch Wealth Management
"Great customer service, and extremely knowledgeable and professional."
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