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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management: Expert financial guidance in Jersey City
2.6
Business
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Merrill Lynch Wealth Management: Expert financial guidance in Jersey City
Merrill Lynch Wealth Management provides financial consulting services in Jersey City, located at 101 Hudson St, 6th Floor. The finance establishment serves clients seeking wealth management guidance. Customer reviews describe frustrating experiences with customer service and call-center processes, including delays obtaining contracts and disputes over toll-free call charges. These reviews reflect user experiences rather than official policy.
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Personalized portfolio management and investment strategies tailored to your financial goals and risk tolerance.
Comprehensive retirement solutions including 401k setup, IRA management, and income planning for your future.
Strategies to protect and grow your assets through tax planning, estate planning, and risk management.
Financial advisory and planning services for small business owners, including employee retirement plans and business growth strategies.
One-on-one consultations to assess your financial situation and develop a customized plan to meet your objectives.
Claim Merrill Lynch Wealth Management to update business info, respond to reviews, and access analytics.
Overall rating
michael Yang
Garbage service
Samantha Judge
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.
Franki
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Marek Vinkler
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.
ScoobySteve
