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Merrill Lynch Wealth Management
- Financial Services
- Sarasota, FL
About this business
Location details
1819 Main St, #12, Sarasota, FL, 34236, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 4:30 p.m. | |
| Tue | 8:30 a.m. to 4:30 p.m. | |
| Wed | 8:30 a.m. to 4:30 p.m. | |
| Thu | 8:30 a.m. to 4:30 p.m. | |
| Fri | 8:30 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
If you set up an account with Merrill, please be aware that TOD does NOT mean funds will transfer on death. There are 485 million hoops to jump through to get funds transferred, and Merrill will make the process as difficult as possible so that they can keep your money (and any interest it is earning) indefinitely.
They cold called me during work, and I asked if this was an advertisement. They said "no", then tried to sell me financial planning services anyways.
Julie was fantastic! I really felt like she understood my needs and took action swiftly! Kat also made me feel very comfortable with her plans for my financial future! Highly recommend this team <3
Best experience ever yesterday with Liz D. Extremely knowledgeable and helpful and she definitely went the extra mile. Mission accomplished. Thanks for helping our handicapped uncle.
Frequently asked questions about Merrill Lynch Wealth Management
How is Merrill Lynch Wealth Management rated?
Merrill Lynch Wealth Management has a 3.6 star rating with 8 reviews.
When is Merrill Lynch Wealth Management open?
Merrill Lynch Wealth Management is closed now. It will open at 8:30 a.m.
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