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Merrill Lynch Wealth Management
- Finance
- Punta Gorda, FL
About this business
The Punta Gorda, FL 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
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 |
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.
Wonderful patient people who spend all the time you need, and answer ALL of your questions. No pressure at all. They are there to help US. Jeff and Amber are just terrific!!!! On a 1-10, they are a solid 20. From a few dollars to a small fortune, they will recommend choices and options like it was their own money being invested. What a wonderful experience!!!
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 10 reviews.
When is Merrill Lynch Wealth Management open?
Merrill Lynch Wealth Management is open now. It will close at 4:30 p.m.
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