Linda K.
4/5/2023
I'm a client of Bank America/Merrill Lynch. Jared Markham is the financial advisor at this location. I have found Jared to be very pleasant, professional, & responsive. He is extremely...
Merrill Lynch
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(2)
1430 Wilshire Blvd
Santa Monica, CA 90403
Merrill, a Bank of America Company located in Santa Monica, CA, offers a comprehensive range of financial services including personalized investment options, retirement planning solutions, and wealth management strategies. With a focus on education and resources tailored to various life stages, Merrill aims to empower clients to achieve their financial goals.
The firm provides tools for both individual and small business investing, including retirement accounts, education planning, and investment products such as stocks, mutual funds, and bonds. Merrill differentiates itself through its commitment to sustainable investing and a client-centered approach to financial planning.
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Reviews
3.02 reviews
j g.
4/27/2023
Horrible experience! First it was a nightmare transferring in. Now they won't give me my money back. I am trying to wire my money back out but have been unsuccessful. Paperwork done correctly,...
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