Merrill Lynch Wealth Management

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!

Staff were helpful in finding the answers to my questions about an old account.

Andrew Lee is easy to work with. He planned out a decent investment strategy -- was able to meet in person at his Lake Oswego office.