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
Merrill Lynch Financial Advisor Susan Cassell: Your Trusted Financial Guide in Lexington, KY
Nestled in the heart of Lexington, KY, Merrill Lynch Financial Advisor Susan Cassell stands as a beacon of reliability and expertise in the realm of financial planning and consulting. With a commitment to open communication and personalized strategies, Susan Cassell strives to empower her clients to navigate life's financial challenges with confidence.
Main Services
- Financial Consulting: Susan Cassell offers comprehensive financial consulting services, tailoring solutions to each client's unique needs and goals.
- Financial Planning: She provides meticulous financial planning, ensuring that clients' assets are invested wisely and their financial futures are secure.
- Family Financial Education: Understanding the importance of financial literacy, Susan Cassell facilitates discussions to educate younger generations about wealth management and investment strategies.
Location and Access
You can find Merrill Lynch Financial Advisor Susan Cassell at 300 W Vine St, in the bustling downtown area of Lexington, KY 40507, United States. The establishment is conveniently located near the intersection of W Vine St and Mill St, within walking distance of several local attractions such as the Lexington Opera House and the 21c Museum Hotel.
Accessibility is a priority at this location. The building features a wheelchair-accessible entrance and car park, as well as a wheelchair-accessible toilet. Appointments are recommended to ensure a smooth visit.
For those traveling by public transportation, the Lexington Transit Center is just a short walk away, making it easy for clients to reach the office using the city's bus services.
Featured Characteristics
- Personalized Approach: Susan Cassell takes the time to understand each client's unique financial situation and objectives, creating customized strategies that address their specific needs.
- Open Communication: She fosters open and honest communication, ensuring clients feel comfortable discussing their financial concerns and goals.
- Family-Oriented: Susan Cassell recognizes the importance of involving family members in financial decision-making processes, working to educate and engage the whole family in wealth management.
Practical Information
To get in touch with Merrill Lynch Financial Advisor Susan Cassell, you can call 859-231-5217 or visit her website at advisor.ml.com. While business hours may vary, it's recommended to contact the establishment directly for the most accurate and up-to-date information.
As of now, Merrill Lynch Financial Advisor Susan Cassell has no customer reviews on Google My Business, making it an ideal time for potential clients to share their experiences and help others make informed decisions about their financial future.
Key Takeaways:
- Merrill Lynch Financial Advisor Susan Cassell offers personalized financial consulting and planning services.
- The office is conveniently located in downtown Lexington with accessible parking and transportation options.
- Susan Cassell focuses on open communication and family-oriented financial education.
- Visit the establishment or call ahead to confirm business hours and learn about payment methods.
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