Rene P.
7/13/2013
As Sales Manager and Vice President of the Economos Caton Group at Merrill Lynch in Walnut Creek, Nick Economos provides wise professional investment and wealth management guidance for all his...
Merrill Lynch Wealth Management
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1331 N California Blvd Ste 400
Walnut Creek, CA 94596
Welcome to Merrill Lynch in Walnut Creek, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
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Reviews
1.56 reviewsKevin W.
1/14/2025
Have been working with a Merrill Lynch office on a transfer. Have completed the paperwork, including a wet signature (so have to Fedex it each time) and after 6 months are getting close. This...
Sophia L.
1/9/2023
If I can give 0 star, I would. I have been banking with Bank of America for many years, so when I decided to roll over my 401k, I signed up with Merrill Lynch (owned by BOA). That was a mistake,...
Mike H.
2/9/2021
Merrill Lynch has been the biggest pain in my butt I can remember. I have literally spent over 8 hours in the last two days trying to contact ANYONE who knows what they are doing. I spent the...
Mike D.
4/4/2017
Merrill lynch is the dirtiest investment Firm ever ! Margo debt in the cash balance column , disappearing stock ( 480 shares - 240 shares - again and again ) , unsolicited trades and sales . No...
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