This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Merrill Lynch Wealth Management
- Financial Services
- Ocala, FL
About this business
Welcome to Merrill Lynch in OCALA, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
Location details
301 SE 17th St, Ocala, FL, 34471, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Kyle’s kids are Loud and obnoxious.
BEWARE!!! While this office is staffed with kind people, they do not have any auditing procedures in place to protect seniors from (what has become all too common) elderly finanical abuse. It is unfortunate that due to a lack of oversight by their staff my parents have lost their entire life savings despite the fact that we were in constant communication with Chambers' office and had a POA in place.
I called these people to talk about money management and they told me we could meet and talk about it at a coffee shop this must be a very small unprofessional business seems very shady or sketchy!!.
Unfortunately my experience with this Office was quite contrary to what they are saying they are about and will do for you. Points to seriously consider. 1. I was told by Mr. Hart the Manager of this Office in his own words, "this office does not specialize in Annuities". 2. I was told by Mr. Hart, they were a "fee based company". Of course we all know a Brokerage, self termed as a "Wealth management" company will be charging you some type of fee, anyone knows this, even Annuities and CD'S. 3. They should have advised me the... read more
I've worked here for the past 34 years. Great people, great place to work, its my extended family. Anybody that needs a little financial expertise we are here and ready to help.
Frequently asked questions about Merrill Lynch Wealth Management
How is Merrill Lynch Wealth Management rated?
Merrill Lynch Wealth Management has a 3.1 star rating with 11 reviews.
When is Merrill Lynch Wealth Management open?
Merrill Lynch Wealth Management is closed now. It will open tomorrow at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com