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Merrill Lynch Wealth Management
3500 East Sunrise Drive, Tucson, Arizona, United States
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About the Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a finance institution located at 3500 East Sunrise Drive, Tucson, Arizona, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of wealth management knowledge and experience, including retirement income planning and guidance on investments. Our advisors prioritize client service and satisfaction, helping clients identify and achieve personal and professional goals. Through volunteerism and charitable outreach, we support our communities. As a Merrill client, you have access to industry-skilled advisors, investing insights, and technological resources. We provide continuing professional training and mentoring for new and experienced advisors. Our goal is to help clients pursue their financial goals and prepare for future challenges. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, offering a range of services including financial planning. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its subsidiaries. Banking products are offered through Bank of America, N.A. Our commitment is to help clients achieve their goals through personalized investment approaches and wealth management advice.
Photos of Merrill Lynch Wealth Management
3500 E Sunrise Dr, Tucson, AZ 85718, 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
"Ridiculous to try to find a person, transfer to transfer. I spent way too much time being pushed around"
"My mother’s IRA was managed by Merrill Lynch for many years. They did an ok job up until 2021 when they basically let the account drift like an abandoned boat. Each passing month was loss after loss, meanwhile they continued to charge their management fees. This account lost over $17k and was still sinking when my mother finally yanked the money out and went to another bank and put into a CD at 5.50%. When Chad Horton asked what we were doing with the money, we told him. His hilarious response- “I could beat that”… Well Chad, why didn’t you?"
"Helped create sustaining wealth for myself and my family, thanks Mr. Johnson & Mr. Patla."
"Merrill Lynch and Bank of America are wonderful companies. The people who work there are super helpful."
"Run! Beyond difficult to work with, open all/any investment acct's elsewhere! Our money, 6 months plus and MERRILL still won't release FUNDS, no litigation involved just dragging their feet using excuse they're understaffed, while volatile market keeps depleting funds so they think they can come out ahead. Criminal charges filed, theft."
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