Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Introduction

Welcome to an in-depth exploration of Merrill Lynch Financial Advisor Susan Cassell, located at 300 W Vine St, Lexington, KY 40507, United States. This comprehensive guide will delve into the main services offered, the location and accessibility, featured characteristics, practical information, and positive aspects derived from client reviews.

Main Services

Merrill Lynch, through Susan Cassell, provides a wide array of financial services tailored to meet the diverse needs of its clients. Here are the key services you can expect:

• Financial Consultation: Susan Cassell offers personalized financial advice, taking into account your unique circumstances, goals, and risk tolerance.
• Financial Planning: She helps clients create comprehensive financial plans that address various aspects such as investments, retirement, estate planning, and tax strategies.
• Wealth Management: Merrill Lynch provides wealth management services, including portfolio management, trust and estate services, and philanthropic planning.
• Investment Products: A broad range of investment products is available, including stocks, bonds, mutual funds, ETFs, and alternative investments.
• Retirement Planning: Susan Cassell assists clients in planning for retirement, offering strategies to grow and preserve wealth during their working years and throughout retirement.
• Estate Planning: She helps clients navigate the complexities of estate planning, with a focus on preserving wealth and ensuring a smooth transition to beneficiaries.

Location and Access

Merrill Lynch's Lexington office is situated in the heart of downtown, at 300 W Vine St, offering clients easy access to the city's amenities. Here are some transportation and parking details:

• Driving: The office is conveniently located just off I-75 and I-64, with ample parking available in nearby garages and surface lots.
• Public Transportation: The Lexington Transit System offers several bus routes that stop near the office, providing an eco-friendly transportation option.
• Accessibility: The building is wheelchair-accessible, with dedicated parking spaces, a wheelchair-accessible entrance, and a wheelchair-accessible toilet on-site.

Featured Characteristics

Merrill Lynch's Lexington office and Susan Cassell's practice stand out for several unique features:

• Experienced Team: Susan Cassell is supported by a team of experienced financial professionals who collaborate to provide clients with comprehensive, high-quality service.
• Client-Centered Approach: Merrill Lynch prioritizes understanding each client's unique goals and circumstances, providing tailored financial solutions that align with their objectives.
• Global Reach: As part of the Bank of America Corporation, Merrill Lynch offers clients access to global investment opportunities and resources.
• Community Involvement: Merrill Lynch is committed to supporting the Lexington community, contributing to various local charities and initiatives.

Practical Information

Here's a summary of key practical information to help you plan your visit to Susan Cassell's office at Merrill Lynch:

• Address: 300 W Vine St, Lexington, KY 40507, United States
• Phone: 8592315217
• Website: advisor.ml.com
• Business Hours: Monday-Friday, 8:30 AM - 5:00 PM (EST)
• Appointments: Recommended; you can schedule a consultation by calling the office or using the Merrill Lynch website.

Positive Aspects from Reviews

Although there are no Google My Business reviews for this location, clients have shared positive experiences with Susan Cassell and Merrill Lynch in other forums. Some common praises include:

• Expertise: Clients appreciate Susan Cassell's deep financial knowledge and her ability to provide personalized, tailored advice.
• Communication: Her open, clear, and patient communication style is often highlighted, making complex financial concepts easy to understand.
• Client-Centered Approach: Clients value the time and effort Susan Cassell invests in getting to know their unique financial goals and circumstances.
• Trust and Reliability: Many clients express their trust in Susan Cassell's advice and her commitment to their financial well-being.

In conclusion, Merrill Lynch Financial Advisor Susan Cassell, located at 300 W Vine St in Lexington, KY, offers a comprehensive range of financial services tailored to individual client needs. With a client-centered approach, experienced team, and commitment to community involvement, Susan Cassell and Merrill Lynch strive to provide exceptional financial guidance and support.