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LAST UPDATED: November 15th, 2019

Founded in 1914, Merrill Lynch, or Merrill, provides dedicated financial advisors who get to know each of their clients’ financial situations, breadth of investing know-how, and feelings on risk and reward. Merrill advisors work with you to create an individualized strategy that you can then track with an online MyMerrill account. With Merrill, you get a comprehensive monthly statement that shows your progress.

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Amanda Warrendale, PA

My Merrill finance advisor does a fine job. He messed up my taxes this year which is the reason for the 4 stars

5 years ago