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
- Rancho Santa Fe, CA
About this business
Welcome to Merrill Lynch in RANCHO SANTA FE, CA. 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
6002 El Tordo, #2, Rancho Santa Fe, CA, 92067, 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 |
I have known and sought council from Mike Steelman for over 12-years and counting. The Hegardt Group is a highly respected team overseeing $1.4B (as of 2017). Beyond being solid professionals and great people to work with, their longevity at Merrill, their large size and stature within the organization and the varying scope of their client base has them plugged-in at the highest levels across all service platforms at Merrill and Bank of America and their affiliates (think "miracle workers"). They are way above and beyond sta... read more
Nobody answered the phone. I closed my account and am attempting to close my mother's account and nobody seems to care whatsoever. I am delighted that we will no longer be bothering the people in this office who have NEVER contacted us once since our original broker (ha ha) left. Go elsewhere.
Frequently asked questions about Merrill Lynch Wealth Management
How is Merrill Lynch Wealth Management rated?
Merrill Lynch Wealth Management has a 3 star rating with 2 reviews.
When is Merrill Lynch Wealth Management open?
Merrill Lynch Wealth Management is closed now. It will open on Monday 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