Merrill Lynch Wealth Management
1201 Pacific Avenue, Tacoma, WA 98402
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
1201 Pacific Ave #1800, Tacoma, WA 98402, United States
About the Business
Merrill Lynch Wealth Management, located at 1201 Pacific Avenue in Tacoma, Washington, offers comprehensive financial services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized wealth planning strategies, retirement income planning, guidance on investments, and access to estate planning services. We are committed to client satisfaction and community involvement, supporting local charities and organizations. With access to Merrill's resources and expertise, our advisors help clients pursue their financial and life goals. Whether you are a seasoned professional or aspiring to become a financial advisor, Merrill provides training, mentoring, and technology to support your career growth. We offer a range of investment approaches, wealth management advice, and services to help you achieve your unique financial objectives. Please consult with your legal and tax advisors before making any financial decisions. Merrill Lynch Wealth Management is a subsidiary of Bank of America Corporation, offering a wide range of financial products and services.
Reviews
"Beautiful office views and friendly, knowledgeable professionals."
"These crooks worked with my soon to be exwife to hide money during a divorce case. They knew it was the wrong thing to do, and went ahead with it. I had to get their own legal team involved to undo it. Now, my soon to be ex moved money to yet another account, and I have been asking repeatedly to have it put back where it was, and I have gotten nothing but unanswered emails and requests. I would NEVER recommend these crooks to handle even a penny of your money. Terrible communication skills, and even worse at following simple laws. KEEP MOVING! PUT YOUR MONEY SOMEWHERE ELSE!"
"Don't invest any money or stocks at the Tacoma Merrill lynch! Bad experience with the handling of my stocks and when I changed to a different management Company they got nasty. When I filed a formal complaint, the advisor I had lied. I warned my sister when this happened and that she didn't listen. Now she's come to find out that the same advisor never listened to what she wanted. Put her in a very, very risky stock market. 88% in the freaking RED! My sister never saw that coming and found this out when she finally had a different management company look over her portfolio. Advisor at Merrill lynch was fired and stocks moved. Now my sister has to sell off those high risk stocks in order to balance out her portfolio so she has retirement money. She'll be taxed a pretty penny because that advisor didn't DO her job. My sister could have lost everything the way the stock market is going and how incompetent that advisor is. She should be held accountable."
People Also Viewed
-
Principal Financial Group4301 S Pine St Suite 30-10, Tacoma, WA 98409, United States
-
Corvi Urling, MBA, CMA, CMPS, CLA, NMLS #1638703901 Southgate Ave SW, Tacoma, WA 98499, United States
-
Penny Lane Financial1804 W Union Ave #202, Tacoma, WA 98405, United States
-
Wilson Albers1201 Pacific Ave Ste 2025, Tacoma, WA 98402, United States
-
Eric Lovrak - COUNTRY Financial Agency Manager3110 Ruston Way STE E, Tacoma, WA 98402, United States
-
Chris Nix - COUNTRY Financial Agent3110 Ruston Way STE E, Tacoma, WA 98402, United States
-
A & H Tax Services7805 Pacific Ave #7028, Tacoma, WA 98408, United States
-
Rosaisela Notaria & Tax15411 1st Ave Ct S, Tacoma, WA 98444, United States
-
Min C. Kim, CPA dba MC Kim Tax & Consulting25 N Broadway St, Tacoma, WA 98403, United States
-
McKinley Accounting Corporation1605 93rd St E, Tacoma, WA 98445, United States
-
Law Offices of Bruce T. Clark, L.L.C.3645 N Pearl St, Tacoma, WA 98407, United States
-
Deb's Professional Documents16208 14th Ave E, Tacoma, WA 98445, United States
-
Anderson Business Advisors732 Broadway STE 201, Tacoma, WA 98402, United States
-
Financial Insights Wealth Management1551 Broadway 6th Floor, Tacoma, WA 98402, United States
-
intellicents6402 19th St W, Tacoma, WA 98466, United States
People also searched for
- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Advanced Wealth Management Techniques
- Asset Management
- Comprehensive Wealth Management
- Customized Investment Solutions
- Estate Planning
- Fiduciary Financial Advice
- Financial Advisor
- Financial Consulting
- Financial Planning
- Financial Services
- Goal-Based Financial Planning
- High Net Worth Investment Advice
- Holistic Wealth Management
- Integrated Financial Services
- Investment Advice
- Investment Management
- Investment Portfolio Diversification
- Investment Strategies
- Long-Term Wealth Planning
- Multi-Generational Wealth Planning
- Personalized Financial Planning
- Portfolio Management
- Retirement Income Planning
- Retirement Planning
- Retirement Wealth Management
- Risk Management Strategies
- Sophisticated Investment Strategies
- Strategic Financial Planning
- Tailored Financial Solutions
- Tax Planning
- Tax-Efficient Investment Strategies
- Wealth Advisor
- Wealth Growth
- Wealth Management
- Wealth Planning
- Wealth Preservation
- Wealth Protection
- Wealth Solutions
- Wealth Strategy
List of local businesses, places and services in Washington
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos