They closed out an IRA account costing me thousands for lack of communication. I found out when I was 1099 for taxes
Dave A.
4/12/2025
(2)
Merrill Lynch Wealth Management in Ontario, CA is a financial services firm that specializes in providing wealth management solutions to individuals and businesses.
With a focus on investment management, retirement planning, and estate planning, Merrill Lynch helps clients achieve their financial goals through personalized strategies and expert advice.
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They closed out an IRA account costing me thousands for lack of communication. I found out when I was 1099 for taxes
Merrill Lynch Edge account is a TOTAL DISASTER. I moved about $100K in assets to BofA chasing a new account cash bonus. Disaster from the beginning. First, they could never get both my ML and...
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