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Merrill Lynch Wealth Management

3.0

About this business

Location details

6002 El Tordo, #2, Rancho Santa Fe, CA, 92067, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
3.02 reviews
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Matt Brand's profile image
Matt Brand 
7 years ago

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

Meredith Fellows's profile image
Meredith Fellows 
12 years ago

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 at 9:00 a.m. 

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