Andrew W.
6/11/2024
This review is for Merrill Lynch & Merrill Edge in general - we are somewhat "newer" users of Merrill Edge (kind of), but long time customers of BOFA (as wife and husband, we have both had...
Merrill Edge Financial Solutions
(10)
620 San Ramon Valley Blvd
Danville, CA 94526
Merrill Edge Financial Solutions is a financial services firm based in Danville, CA, offering a range of investment and wealth management solutions to individuals and businesses.
With a focus on personalized financial planning and investment strategies, Merrill Edge Financial Solutions aims to help clients navigate the complexities of the financial markets and achieve their long-term financial goals.
Generated from their business information
Also at this address
Reviews
1.010 reviewsG L.
4/4/2025
Worst. They closed a stock account without my consent as they said they reached out to me, and didn't hear back. No phone call, no certified letter, no emails, just closed the account. Will get...
Eileen C.
5/7/2025
Would give 0 stars. Some of the worst service ever experienced. Over 2 months trying to close accounts and transfer funds with multiple lengthy phone calls.
Chris C.
9/7/2023
Very disappointed in Merrill Edge. I opened an account and a week later just before my funds were to settle my account was blocked and disabled. My funds are frozen inside the account and no one...
Cynthia G.
5/3/2023
Good people working at Merrill but outrageously outdated, slow, cumbersome processes make it painful to be a client of theirs. Changes are needed!
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