Merrill Lynch Wealth Management
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.
Photos
Location & Phone number
1201 Pacific Ave #1800, Tacoma, WA 98402, United States
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
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."
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