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January 2024 by Barry Loftus
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.
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March 2023 by Travis Baugh
Young Lee and Merrill Lynch have done a great job of taking care of our family's financial needs over the last year. Young's thorough advice and analysis along with his warm personality make our meetings both enjoyable and productive. He asks great questions to make sure he understands our goals and financial portfolio. We know we are in good hands with Young and Merrill Lynch!
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March 2023 by Jad Duca
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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October 2021 by Parkside Pharmacy
The Merrill Lynch Team has always been professional and given good advice. They handle our pension plan and we are very happy with them.
