Merrill Lynch Wealth Management
InvestingHours:
250 Main St Suite 460, Lafayette IN 47901 Hours
About Merrill Lynch Wealth Management
Merrill Lynch Wealth Management in Lafayette, IN, is dedicated to helping clients achieve their financial goals through personalized, goals-based strategies. The office is staffed with caring and responsive professionals who provide attentive service, especially during difficult times. Clients appreciate the thorough advice, warm personalities, and clear communication from team members, particularly from a trusted advisor with over 15 years of experience. The firm also offers retirement income planning and access to philanthropic services through Bank of America. Overall, Merrill Lynch in Lafayette is committed to making a positive difference in clients' financial lives.
Most Recent Reviews
April 2026
The expansive knowledge, kindness and professionalism of this entire team is unmatched.
January 2024
This office in downtown Lafayette, Ind. is full of dedicated and responsive professionals. They recently helped us through a difficult time with care and attention.
March 2023
I have been working with Young Lee for more than 15 years, I have full confidence that he acts in my best interests. Super friendly and he always takes the time to fully answer any of my questions.
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