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Merrill Lynch Wealth Management

2.7

About this business

Location details

1211 SW 5th Ave Suite 2400, #2400, Portland, OR, 97204, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
2.76 reviews
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Kelly's profile image
Kelly 
3 weeks ago

This year Merrill paid out a $25M fine with the SEC because of their corrupt business practices. DO NOT TRUST THEM. I have a Merrill Edge IRA. My experience has been a nightmare. They try to prevent you from moving your money to another entity in every way possible. They will turn off functionality in your online account so you cannot move your money. They completely turn off access to your account so you cannot see what they are doing with your money. When you call they say one thing and then follow up with an email which s... read more

Kelly's profile image
Kelly 
a month ago

I have filed a complaint with the SEC. I called Merrill Lynch to tell them I filed the complaint and to register my frustration and the customer service person said it was an unproductive conversation and hung up. THIS IS MERRILL LYNCH CUSTOMER SERVICE. DO NOT TRUST THEM WITH YOUR MONEY. I have a Merrill Edge IRA. My experience has been a nightmare. They try to prevent you from moving your money to another entity in every way possible. They will turn off functionality in your online account so you cannot move your money. The... read more

Sonja Jordan's profile image
Sonja Jordan 
5 months ago

Called the office on 13st and Vaughn nw Portland, Oregon to discuss my money market and my portfolio and they hung up on me! 

Keith Ehrensing's profile image
Keith Ehrensing 
5 years ago

Staff were helpful in finding the answers to my questions about an old account. 

Andrew Marshall's profile image
Andrew Marshall 
6 years ago

Andrew Lee is easy to work with. He planned out a decent investment strategy -- was able to meet in person at his Lake Oswego office. 

Frequently asked questions about Merrill Lynch Wealth Management

How is Merrill Lynch Wealth Management rated?

Merrill Lynch Wealth Management has a 2.7 star rating with 6 reviews. 

When is Merrill Lynch Wealth Management open?

Merrill Lynch Wealth Management is closed now. It will open tomorrow at 9:00 a.m. 

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