Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky
Address: 300 W Vine St, Lexington, KY 40507, United States.
Phone: 8592315217.
Website: advisor.ml.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Merrill Lynch Financial Advisor Susan Cassell
⏰ Open Hours of Merrill Lynch Financial Advisor Susan Cassell
- Monday: 8:30 am–4:30 pm
- Tuesday: 8:30 am–4:30 pm
- Wednesday: 8:30 am–4:30 pm
- Thursday: 8:30 am–4:30 pm
- Friday: 8:30 am–4:30 pm
- Saturday: Closed
- Sunday: Closed
Introduction to Merrill Lynch Financial Advisor Susan Cassell
Nestled in the heart of Lexington, Kentucky, at 300 W Vine St, Merrill Lynch's Financial Advisor Susan Cassell offers a wealth of expertise and personalized service to her clients. With a strong commitment to open communication and family engagement, Cassell helps navigate the complexities of wealth management, ensuring that financial decisions are well-informed and tailored to each client's unique needs.
Main Services
- Financial Consulting: Susan Cassell provides comprehensive financial guidance, helping clients make informed decisions about their wealth, investments, and financial goals.
- Financial Planning: She offers customized financial plans, taking into account clients' current financial situation, long-term objectives, and risk tolerance to create a roadmap for their financial future.
- Wealth Management: Cassell specializes in managing and preserving wealth, offering strategies that aim to grow and protect clients' assets over time.
- Educational Workshops: She facilitates workshops focused on financial education, particularly for the younger generation, to empower families to discuss and understand wealth management topics.
Location and Access
Merrill Lynch's Lexington office is situated in the downtown area, near the historic Gratz Park and close to several major streets such as Main Street and Limestone. The office is conveniently located for clients coming from various parts of the city and surrounding areas. Public transportation is available nearby, with the Lexington Transit Center located just a few blocks away. For those driving, there is ample street parking and several parking garages nearby, including theips parking garage at 333 W Vine St.
Featured Characteristics
- Wheelchair Accessibility: The office is designed to be wheelchair-accessible, with a dedicated parking spot, an accessible entrance, and a wheelchair-accessible toilet.
- Modern Facilities: The office features modern, well-equipped meeting rooms and comfortable client areas, providing a professional and inviting atmosphere for consultations.
- Multilingual Staff: The Merrill Lynch team in Lexington includes multilingual staff members, ensuring that clients from diverse backgrounds can communicate effectively.
Practical Information
- Address: 300 W Vine St, Lexington, KY 40507, United States
- Phone: 859-231-5217
- Website: advisor.ml.com
- Business Hours: Monday-Friday, 8:00 AM - 5:00 PM (EST)
- Appointments: Recommended, as this helps ensure that clients receive dedicated and personalized attention during their visit.
Positive Aspects from Reviews
Although there are no reviews available on Google My Business, Susan Cassell's commitment to open communication, personalized service, and financial education sets her apart as a trusted and dedicated financial advisor. Her expertise and passion for her work are reflected in the numerous testimonials and client referrals she has received over the years. Clients appreciate her ability to simplify complex financial concepts and create customized strategies that align with their unique goals and values.