Merrill Lynch Wealth Management - Southbury, Connecticut

Merrill Lynch Wealth Management

Address: 108 Main St N 2nd floor, Southbury, CT 06488, United States.

Phone: 2035735755.

Website: advisor.ml.com.

Specialties:

• Investment service
• Finance broker
• Financial advisor
• Financial institution
• Financial planner
• Investment company
• Stock broker

Other points of interest:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet

Opinions:

This company has 12 reviews on Google My Business, with an average opinion of 5/5.

Description and Characteristics:

Merrill Lynch Wealth Management is a well-regarded financial institution that specializes in investment services, finance brokering, financial planning, and more. With a strong reputation for honesty and commitment to clients' best interests, as evidenced by their high ratings on review platforms, this financial advisor offers a comprehensive range of financial services aimed at helping clients achieve their long-term financial goals. By employing a team of highly knowledgeable and passionate professionals, such as Jeff Cole, who are dedicated to understanding and addressing each client's unique financial circumstances, Merrill Lynch Wealth Management ensures a personalized and effective approach to financial planning.

Relevant Information for Potential Clients:

For individuals seeking a reliable and professional financial advisor, Merrill Lynch Wealth Management offers the expertise and personalized service needed to navigate the complexities of the financial market. With their dedication to clients' best interests, as well as their commitment to accessibility, including wheelchair-accessible facilities, this financial institution is well-equipped to assist clients in achieving their financial goals. Whether you are looking for investment advice, financial planning, or simply seeking to explore your options, Merrill Lynch Wealth Management provides a welcoming and knowledgeable environment to assist you in your journey towards financial security.

👍 Reviews of Merrill Lynch Wealth Management

anthony S.

5/5

I had the opportunity to sit down with Jeff Cole the other day for about an hour. He really has a passion for what he does and took the time to talk with me. We are not in the position to use his services at this time but I would suggest that anyone that does have the financial ability to do some future planning should give Jeff a call. He is honest and will absolutely look out for your best interest. It is well worth an hour of your time to sit down with Jeff!

Elaine L.

5/5

Jeff Cole is a genuine and knowledgeable guy. He will do his best to assist you in making the right financial decisions for your future. I highly recommend having a conversation with Jeff to see what he can recommend for you.

Kent

5/5

I have known Jeff and Chris for years and would highly recommend the Metcalf, Cole & Masopust group to everyone. They are incredibly professional and knowledgeable and every person I know who has worked with them has had the same experiences I have. If you need any assistance with financial planning, this is the place to go.

Marie J.

5/5

The team at Metcalf, Cole & Masopust group are great. I had a chance to meet with Jeff Cole and highly recommend him... he is professional, knowledgeable, genuine and is a great person to talk with.

Joe F.

5/5

Jeff Cole and his team at Merrill Lynch Southbury Ct go above and behind for their clients. I truly appreciate all of the advice I have received from Jeff and look forward to continuing to work with him!

Peter C.

5/5

Jeff Cole and his team could not be more professional and sincere! I highly recommend working with them.

John P.

5/5

Jeff Cole knows his stuff when it comes to investments. I highly recommend him to anyone.

J P.

5/5

Jeff is a great person to work with. Extremely knowledgeable about investments.