Merrill Lynch Wealth Management
InvestingHours:
1190 W Marion Ave Suite 1, Punta Gorda FL 33950 Hours
About Merrill Lynch Wealth Management
The Punta Gorda, FL Branch welcomes the opportunity to demonstrate why we believe we can make a significant difference in your life through goals-based wealth management strategies, including retirement income planning and access to philanthropic services through Bank of America.
Most Recent Reviews
January 2024
Jill Spatola helped me organize my 401k and pension accounts into one simple account that is easy to understand and keep track of. She was able to explain this to me in plain English that made sense! Thank you so much!
October 2018
My father Charles Bohrer worked for this company. It was an amazing experience for him where he was able to work and succed in his business dealings. This review is a reference to the type of work ethic the teams at this office have had for before my life began.
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