Merrill Lynch Wealth Management
28202 Cabot Road, Laguna Niguel, CA 92677
Location & Phone number
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States
About the Business
Merrill Lynch Wealth Management is a finance institution located at 28202 Cabot Road, Laguna Niguel, California, United States. Our financial advisors believe in creating customized, goals-based strategies for each unique client, regardless of their financial situation. We prioritize client service and satisfaction, helping individuals identify personal and professional goals and creating financial strategies to meet those objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work.
As a Merrill client, you have access to industry-skilled advisors, investing insights, wealth planning tools, and technological resources to help you reach your financial and life goals. Our advisors are dedicated to providing individually customized investment approaches and wealth management advice. With our training, mentoring, and technology resources, we aim to support the financial aspects of your life and help you build a rewarding career in wealth management.
We understand that investing involves risk, and our advisors do not provide legal, tax, or accounting advice. It is important to consult your legal and tax advisors before making any financial decisions. 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.
If you are interested in learning more about our services and differences between brokerage and investment advisory services, speak with your Merrill financial advisor. We provide a broad range of brokerage, investment advisory, and other services to help you achieve your financial objectives.
Photos
Hours open
Monday:
7:00 AM - 3:00 PM
Tuesday:
7:00 AM - 3:00 PM
Wednesday:
7:00 AM - 3:00 PM
Thursday:
7:00 AM - 3:00 PM
Friday:
7:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Great customer service by the receptionist."
"They do not know the money investment After merge with B of A the quality of ML has been dropped I found out the muni bond that I like for them And they put in my account My account was transfer to another manager but no change just left there few months No advice no any investment review And they wanted me to leave the ML Please do not leave the fund ML you may loose your money"
"They RARELY answer the phone. You ALWAYS have to leave a message and hope they call you back. Much different with Edward Jones. They take customer service VERY SERIOUSLY. That's why I moved my business away from Merrill Lynch."
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