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Merrill Lynch Wealth Management
- Finance
- Punta Gorda, FL
About this business
Location details
1190 W Marion Ave Suite 1, Punta Gorda, FL, 33950, 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 |
My sister has passed away and I am co-owner on our account. I can't get anybody to call me back to finalize this issue
I thought having my investments with the same parent company as my bank, Bank of America, would be easy and convenient. Big mistake! I hope the many states attorney generals investigating the de-banking of conservatives look into all arms of BoA including Merrill!
I thought having my investments with the same parent company as my bank, Bank of America, would be easy and convenient. Big mistake! I hope the many states attorney generals investigating the de-banking of conservatives look into all arms of BoA including Merrill!
Jill Spatola helped me organize my 401k and pension accounts into one simple account that is easy to understand and keep track of. She was able to explain this to me in plain English that made sense! Thank you so much!
Do not trust Shelli Green. She is a terrible financial advisor.
Frequently asked questions about Merrill Lynch Wealth Management
How is Merrill Lynch Wealth Management rated?
Merrill Lynch Wealth Management has a 3.4 star rating with 11 reviews.
When is Merrill Lynch Wealth Management open?
Merrill Lynch Wealth Management is closed now. It will open on Monday at 8:30 a.m.
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