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Author: Kaitlyn Short

LAST UPDATED: June 5th, 2026

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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2 Reviews

Review Breakdown

5 grade

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4 grade

50%

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2 grade

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1 grade

50%

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Roxie’s Mom Commerce, Georgia

Merrill Lynch’s has been yanking my husband’s family around regarding an investment payout from my mother in law’s estate. When called, they say the case manager isn’t in, They have issued 2 checks for the same amount, but have stopped payment on both. They literally do not know what they are doing! 0 stars for this laughable excuse of an investment firm. DO NOT TRUST THEM WITH YOUR HARD-EARNED MONEY.

1 week ago

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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

6 years ago