Kate N.
10/1/2025
My husband and I worked with Elena Stanley to get a clear picture of our personal and business accounts. Through the financial plan we created we have confidence in our ability to save and invest...
Merrill Lynch
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(6)
1020 Marsh St
San Luis Obispo, CA 93401
Merrill Lynch in San Luis Obispo, CA is dedicated to helping clients achieve their financial goals through a personalized approach. Their team of advisors offers a wide range of investment solutions and banking products to make clients' goals a reality.
With a focus on providing timely insights and resources, Merrill Lynch aims to keep clients informed and empowered in their financial decisions. Clients can access a variety of services, from personal banking and lending to wealth planning and insurance, to help secure their financial future.
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Reviews
3.56 reviewsFred K.
2/20/2022
Merrill Lynch is a disaster. 1) Every time I call the Merrill number, it says Welcome to Merrill and :Thank You for being a preferred platinum honors client and here is your balance". When I...
Natalie A.
5/26/2022
My SLO family has invested with ML SLO for over 60 years. If you don't have over a mil to invest don't bother. bc when my grandma died, they started farming out descendants to B of A in Santa...
Austin C.
9/18/2017
Steve English is dedicated to enhancing our community. I highly recommend.
Bruce B.
7/27/2016
We have set up our financial plan with Steve English and he is a great advisor. He takes the time to go through the details and that you understand your reporting. He is also a great listener and...
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