Merrill Lynch Wealth Management - San Mateo, California

Merrill Lynch Wealth Management: A Comprehensive Financial Partner

Merrill Lynch Wealth Management, located at Address: 101 S Ellsworth Ave Suite 400, San Mateo, CA 94401, is a renowned financial institution that offers a wide range of services to help individuals and families manage their wealth effectively.

Specialties

As a Finance broker, Financial advisor, Financial institution, Financial planner, Investment company, and Stock broker, Merrill Lynch Wealth Management specializes in providing investment services, financial planning, and investment management to its clients. The company's expertise lies in creating customized financial solutions that cater to the unique needs and goals of each client.

Location and Accessibility

Situated in the heart of San Mateo, California, the company's office is easily accessible with a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. This commitment to accessibility ensures that all clients can comfortably access the services they need.

Client Experiences and Opinions

Merrill Lynch Wealth Management has received positive reviews from its clients, with an average opinion of 3/5 based on 2 reviews on Google My Business. Some clients have praised the company for its excellent service, stating, "This is a great brokerage." These testimonials highlight the company's dedication to providing high-quality financial advice and support to its clients.

Recommendation

If you are looking for a reliable and experienced financial partner to help you manage your wealth, Merrill Lynch Wealth Management is an excellent choice. With its comprehensive range of services, convenient location, and commitment to accessibility, the company is well-equipped to help you achieve your financial goals. To learn more about Merrill Lynch Wealth Management and its services, visit its website at advisor.ml.com or contact the office directly at 6505793000.

👍 Reviews of Merrill Lynch Wealth Management

Tracey Jones

1/5

Deepak Ganju mishandled my Father’s Trust. As co-trustee to the account. Walked into the bank to find the account closed. Didn’t abide by terms of the trust. Careless and left me feeling unprotected. Would not recommend.

Richard Albert (Richard Albert)

5/5

This is a great brokerage.