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Merrill Lynch Wealth Management
- Financial Services
- High Point, NC
About this business
The High Point, NC Branch welcomes the opportunity to demonstrate why we believe we can make a significant difference in your life through goals-based wealth management strategies, including retirement income planning and access to philanthropic services through Bank of America.
Location details
501 N Main St, High Point, NC, 27260, 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 |
The moment I met with AJ Montesa to address my financial security for retirement and beyond I left knowing that I would be taken care of. He assessed my needs with pertinent questions pertaining to my personal financial goals. We meet periodically to go over my goals and make sure that they are being obtained. I have received very knowledgeable financial advice when times have been good as well as in a very volatile market. If you want to make your financial goals a reality, I highly recommend AJ Montesa with Merrill Lynch. ... read more
Frequently asked questions about Merrill Lynch Wealth Management
How is Merrill Lynch Wealth Management rated?
Merrill Lynch Wealth Management has a 3.7 star rating with 3 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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