Welcome to Merrill Lynch in Utica, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
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Reviews

HS
Howard S.

09/22/2018

Provided by YP.com

I was with this office for at least a dozen years eventually finding out from my accountant that I was getting socked good with super high fees and stocks that earned high commissions for the broker but weren't necessarily beneficial to me. Plus every year he paid himself a $19,000 maintenance fee. When I pulled everything out of my account transfering it to where I am now he called and offered me a better rate. Run...stay there and get fleeced...

More Business Info

Hours
Regular Hours
Mon - Fri:
Extra Phones

TollFree: 800-772-2154

AKA

Merrill Lynch Pierce Fenner & Smith Inc

Categories
Financial Planners, Financial Planning Consultants, Investment Management
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