Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Merrill Lynch Financial Advisor Susan Cassell: Comprehensive Wealth Management in Lexington, KY

Nestled in the heart of Lexington, KY, Merrill Lynch Financial Advisor Susan Cassell offers tailored financial solutions to help individuals, families, and businesses navigate the complex world of wealth management. With a strong commitment to open communication and personalized strategies, Susan Cassell strives to empower her clients to make informed financial decisions.

Main Services

• Financial Consulting: Susan Cassell leverages her extensive knowledge and experience to provide expert guidance on investments, retirement planning, and financial strategies.
• Financial Planning: She works closely with clients to understand their unique goals and create custom financial plans that align with their aspirations and risk tolerance.
• Wealth Management: Merrill Lynch offers a wide range of wealth management services, including portfolio management, trust and estate services, and philanthropic planning.
• Business Services: Susan Cassell serves business owners by providing guidance on employee benefits, business succession planning, and commercial banking services.

Location and Access

Merrill Lynch Financial Advisor Susan Cassell is conveniently located at 300 W Vine St, Lexington, KY 40507, United States. The establishment is situated in the heart of downtown Lexington, close to various amenities and attractions, such as the Lexington Opera House and the historic Gratz Park.

The office is easily accessible by car, with nearby parking options available, including a wheelchair-accessible car park. Public transportation is also an option, with the Lexington Transit Center located just a few blocks away. The building features a wheelchair-accessible entrance and toilet for the convenience of clients with mobility impairments.

Featured Characteristics

Susan Cassell and her team at Merrill Lynch are committed to providing an exceptional client experience. Here are some unique features that set them apart:

• Comprehensive Approach: They take a holistic view of their clients' financial lives, considering their goals, risk tolerance, and personal values when developing customized strategies.
• Open Communication: Merrill Lynch emphasizes the importance of open and transparent communication, ensuring clients are always informed and involved in the decision-making process.
• Community Involvement: Susan Cassell and her team are actively involved in the Lexington community, contributing to local organizations and initiatives that support the area's growth and development.

Practical Information

To schedule an appointment with Merrill Lynch Financial Advisor Susan Cassell, clients can call 859-231-5217 or visit the website at advisor.ml.com. Appointments are recommended, and the office is wheelchair-accessible.

Merrill Lynch accepts various payment methods, but it is recommended to contact the establishment directly to inquire about specific methods.

Customer Reviews

As of now, Merrill Lynch Financial Advisor Susan Cassell has 0 reviews on Google My Business. However, customers can expect a high level of professionalism and personalized service, given Merrill Lynch's reputation and Susan Cassell's commitment to client satisfaction.

Average opinion: 0/5

Business Hours

To know the exact business hours of Merrill Lynch Financial Advisor Susan Cassell, it is recommended to contact the establishment directly by phone or check its website.