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800 E Colorado Blvd, #400, Pasadena, CA, 91101, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | Closed | |
| Tue | 7:00 a.m. to 3:00 p.m. | |
| Wed | 7:00 a.m. to 3:00 p.m. | |
| Thu | 7:00 a.m. to 3:00 p.m. | |
| Fri | 7:00 a.m. to 3:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
They’ve started this kinda lame time-wasting thing where they’ll call you because you’re a BofA customer. And then they’ll waste 30 minutes of your time trying to convince you they should manage your wealth but also telling you you won’t qualify unless you refer a couple more people to their service. Who is falling for this? Fidelity would never call me up, ask me to come in to receive a service, then tell me I don’t qualify for the service unless I get a friend to join. Glad my accounts are with Fidelity and not BofA. Yikes... read more
Rich McWhorter is superb. I wouldn't go anywhere else.
Rich McWhorter is superb. I wouldn't go anywhere else.
White color predators. Don't even consider their free or complimentary advise. They are not a feduciary and will run you dry. They are mostly while collar demegogs. The so called wealth management outlet which is a 3rd. party entity erodes your resources and offers the most rudimentary service and online platform ever offered. The upload time is hurandous. The navigation is so mundane and counter intuitive. The staff here who are mostly non native and you find many who do not have the command of the language, let alone compe... read more
White color predators. Don't even consider their free or complimentary advise. They are not a feduciary and will run you dry. They are mostly while collar demegogs. The so called wealth management outlet which is a 3rd. party entity erodes your resources and offers the most rudimentary service and online platform ever offered. The upload time is hurandous. The navigation is so mundane and counter intuitive. The staff here who are mostly non native and you find many who do not have the command of the language, let alone compe... read more
Merrill Lynch Wealth Management has a 2.7 star rating with 7 reviews.
Merrill Lynch Wealth Management is closed now. It will open on Tuesday at 7:00 a.m.
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