Merrill Lynch Wealth Management

Financial Consultant, Investment Service

2301 SE Monterey Rd #1, Stuart, FL 34996

Reviews for Merrill Lynch Wealth Management

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  • Dec 2020

    I live in Indiana and use Merrill Lynch. I am looking for a home in Florida and came across the post below while looking at nearby places. I lost a ton of money during the pandemic, but my advisor said to just wait. All the people who pull their money will soon stop, they will loose a ton and then put it right back in and things will get back to normal, I know its hard to do that, I lost $140K was at -23%, but within 5 months was back $230K and +16.5%, so almost 40% change in 5 months, that's crazy. No one would have guessed either of those would have happened. I had just invested my money a few months ago, and thought, I am going to loose it all, but I listened...read full review

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From Merrill Lynch Wealth Management

The Stuart, 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.

Hours

Monday: 9AM - 4PM
Tuesday: 9AM - 4PM
Wednesday: 9AM - 4PM
Thursday: 9AM - 4PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 4/5

Map & Location

2301 SE Monterey Rd #1, Stuart

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