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Merrill Lynch reviews

Merrill Lynch

5.0
Unclaimed
5.0
Unclaimed


Summary:
Company size: 5000+
AUM: $50B+

Merrill Lynch is a large wealth management advisor and part of the Bank of America Corporation's Global Wealth and Investment business. Merrill Lynch provides financial planning, investment management, banking, retirement planning, estate planning, and other financial services for individual, institutional investors, corporations and other businesses and organization globally.


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Merrill Lynch - Reviews

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Teresa f.Dec 6, 2025
5.0
Investment Management | Investment Management ,Trust & Estate Planning ,Wealth Management ,Private Banking
Organic
Ratings:
Knowledge and competency
5.0
Trust and confidence
5.0
Ease of Doing Business With
5.0
Value
5.0
Willingness to Recommend
5.0
Overall Rating
5.0
Customer Service and Responsiveness
5.0
Fees and Costs
5.0
Communications and transparency
5.0
Comment on the ratings:

They listen to your concerns, explain their strategies thoroughly, and tailor a plan to your specific financial goals. I was feeling supported, understood, and that their advisors have helped them navigate financial markets and achieve their goals.