Services Offered
Investment Management
Personalized portfolio management and investment strategies tailored to your financial goals and risk tolerance.
Retirement Planning
Comprehensive retirement solutions including 401k setup, IRA management, and income planning for your future.
Wealth Preservation
Strategies to protect and grow your assets through tax planning, estate planning, and risk management.
Small Business Financial Services
Financial advisory and planning services for small business owners, including employee retirement plans and business growth strategies.
Financial Consultation
One-on-one consultations to assess your financial situation and develop a customized plan to meet your objectives.
Reviews
2.6(5 reviews)
Rating Distribution
5
2
4
0
3
0
2
0
1
3
M
michael Yang
via Google
9 months ago
Garbage service
S
Samantha Judgevia Google
about 2 years ago
How bad IS your customer service??! I spent days trying to set up a 401k for my employees. I got a nice proposal from the company that you subcontract that out to. When I asked for a contract to review I was told repeatedly. No. So I called Merrill Lynch. Through multiple phone calls I was transferred from person to person because apparently there is no actual department to help ACTUAL small business owners. So thanks. I dodged a bullet. But screw you for wasting hours of my time.
F
Frankivia Google
over 2 years ago
±dow
M
Marek Vinklervia Google
about 3 years ago
Everything must be done through their call center, you can do literally nothing in internet banking. That means a LOT of spelling and if you make a mistake you loose your money. While they claim their numbers are toll-free I got charged $160 for calling them. When raising this with the customer support I was assured it will be solved and that a ticket has been filed. After three months and several escalations the ticket has been silently closed without even telling me.
S
ScoobyStevevia Google
almost 5 years ago
