Merrill Lynch
Brokers
Why pick this one
Merrill Lynch is located in Huntersville and offers estate planning services through Bank of America's resources.
Best for
- individuals seeking personalized financial strategies
- families planning for retirement
- business owners needing wealth management
Look elsewhere if
- budget-sensitive financial planning
- high-frequency trading services
Specialties
- retirement income planning
- wealth management strategies
- estate planning services
What makes them different
- access to Bank of America's estate planning services
- team of advisors committed to client service
- personalized financial strategies designed to meet long-term objectives
- years of combined wealth management knowledge and experience
- Serves
- Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 8015 W Kenton Cir, Huntersville, NC 28078-0800
- Phone
- +17049872411
- Website
- https://advisor.ml.com/sites/nc/lk-norman-nc
Services
- wealth management
- financial planning
- investment advice