Merrill Lynch Wealth Management

Financial Consultant, Investment Service, Financial Advising

1211 SW 5th Ave #2400, Portland, OR 97204

Reviews for Merrill Lynch Wealth Management

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  • Nov 2025

    I have filed a complaint with the SEC. I called Merrill Lynch to tell them I filed the complaint and to register my frustration and the customer service person said it was an unproductive conversation and hung up. THIS IS MERRILL LYNCH CUSTOMER SERVICE. DO NOT TRUST THEM WITH YOUR MONEY.

    I have a Merrill Edge IRA. My experience has been a nightmare. They try to prevent you from moving your money to another entity in every way possible. They will turn off functionality in your online account so you cannot move your money. They completely turn off access to your account so you cannot see what they are doing with your money. When you call they say one thing...read full review

  • Jul 2023

    If I could put zero stars, I would. The app will not allow zero stars. Not a good company to work with. Very poor customer service, unprofessional and not educated on products and process. Constantly changing the requirements and not telling the truth. Will not allow a customer to speak to a supervisor. Stay far away!

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From Merrill Lynch Wealth Management

The Portland, OR 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: 8AM - 3PM
Tuesday: 8AM - 3PM
Wednesday: 8AM - 3PM
Thursday: 8AM - 3PM
Friday: 8AM - 3PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 2.7/5

Map & Location

1211 SW 5th Ave #2400, Portland

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