Merrill Lynch Wealth Management Claim this business

Troi Ironson Google

5 months ago

They’ve started this kinda lame time-wasting thing where they’ll call you because you’re a BofA customer. And then they’ll waste 30 minutes of your time trying to convince you they should manage your wealth but also telling you you won’t qualify unless you refer a couple more people to their service. Who is falling for this? Fidelity would never call me up, ask me to come in to receive a service, then tell me I don’t qualify for the service unless I get a friend to join. Glad my accounts are with Fidelity and not BofA. Yikes.

Ken M.on Google

6 years ago

White color predators. Don't even consider their free or complimentary advise. They are not a feduciary and will run you dry. They are mostly while collar demegogs. The so called wealth management outlet which is a 3rd. party entity erodes your resources and offers the most rudimentary service and online platform ever offered. The upload time is hurandous. The navigation is so mundane and counter intuitive. The staff here who are mostly non native and you find many who do not have the command of the language, let alone comperhetion. Imagine, these people will give natives advise as how to grow. Ludicrous. The top management is less impressive than typical advisors. College drop outs who wont post the name of colleges they graduated from ought to give you a clue as to who is writing a financial prescription for you. Some of these advisors who were fired for non performance in their prior employment end up here. The drop outs of all kinds all gather here to buy you out. None of them are feduciray which means your interests will come after their's. If these facts give you comfort to seek their advise, then they have earned your busines and have the green light to rip you off.

Vivian Pine-Whiteon Google

2 years ago

Rich McWhorter is superb. I wouldn't go anywhere else.