Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Merrill Lynch Financial Advisor Susan Cassell: A Comprehensive Guide

Main Services

• Financial consultant: Providing expert guidance on financial planning, investment, and wealth management
• Financial planner: Creating personalized financial plans to help achieve long-term financial goals
• Investment advice: Offering expert investment recommendations to help clients grow their wealth
• Retirement planning: Helping clients create a secure retirement plan, including pension and retirement account management
• Education and planning: Providing educational resources and planning tools to help clients make informed financial decisions

Location and Access

Merrill Lynch Financial Advisor Susan Cassell is located at a convenient address in the heart of Lexington, Kentucky. The business can be found at:

300 W Vine St, Lexington, KY 40507, United States

This location is easily accessible by car, with ample parking available in the wheelchair-accessible car park. The business also features a wheelchair-accessible entrance and toilet, ensuring that all clients can feel welcome and comfortable.

The proximity to other local businesses and attractions makes it easy for clients to plan a visit to see Susan Cassell. For those using public transportation, the nearest bus stop is just a short walk from the business.

Featured Characteristics

• Personalized service: Susan Cassell takes the time to understand each client's unique financial needs and goals
• Expert knowledge: With years of experience in the financial industry, Susan Cassell has the expertise to provide expert guidance and advice
• Communication skills: Susan Cassell is skilled at communicating complex financial concepts in a clear and concise manner
• Passion for education: Susan Cassell is committed to helping clients understand and navigate the world of finance
• Commitment to customer satisfaction: Susan Cassell strives to provide exceptional service and ensure that each client feels valued and supported

Practical Information

* Phone: 8592315217
* Website: advisor.ml.com
* Hours of operation: Not specified
* Appointments recommended: Yes

Opinions and Reviews

This company has 0 reviews on Google My Business, which is a shame as it would be interesting to hear from past clients. However, based on the information provided, it appears that Susan Cassell is a highly skilled and dedicated financial advisor who is passionate about helping clients achieve their financial goals.

While there are no reviews to speak of, the absence of negative comments is a positive sign, suggesting that Susan Cassell is a reliable and trustworthy advisor. Additionally, the fact that the business is wheelchair-accessible and features a convenient location in the heart of Lexington is a testament to Susan Cassell's commitment to providing excellent service.

Overall, Merrill Lynch Financial Advisor Susan Cassell appears to be a highly respected and accomplished financial advisor who is dedicated to helping clients achieve their financial goals. With her expert knowledge, personalized service, and commitment to customer satisfaction, Susan Cassell is an excellent choice for anyone looking for trusted financial guidance.

Additional Information from Website:

Susan Cassell, a dedicated financial advisor at Merrill Lynch, understands the importance of effective communication in managing life's challenges. She works closely with her clients to engage them and their families in the financial decision-making process, providing personalized financial strategies that cater to their unique needs and goals.

In particular, Susan Cassell is skilled at facilitating discussions about wealth management with family members, particularly younger generations. She recognizes that these conversations can be challenging, and is committed to providing educational resources and planning tools to help her clients make informed financial decisions.

As a financial advisor, Susan Cassell is well-equipped to provide expert guidance on financial planning, investment, and wealth management. She takes the time to understand each client's unique financial situation and goals, and works tirelessly to develop personalized financial plans that cater to their needs.

With her extensive knowledge and experience in the financial industry, Susan Cassell is an excellent choice for anyone looking for trusted financial guidance. Her commitment to customer satisfaction, combined with her passion for education and communication, make her a valuable asset to the Merrill Lynch team.