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
Located in the heart of Lexington, Kentucky, Merrill Lynch Financial Advisor Susan Cassell is dedicated to providing personalized financial guidance and support to individuals and families in the local community.
Main Services
- Financial Consultant: Susan Cassell offers expert advice on investment strategies, retirement planning, and estate planning to help clients achieve their financial goals.
- Financial Planner: With years of experience in the financial industry, Susan Cassell helps clients create customized financial plans that address their unique needs and objectives.
- Investment Management: Susan Cassell provides a range of investment options, including stocks, bonds, and mutual funds, to help clients grow their wealth over time.
- Retirement Planning: Susan Cassell helps clients create a secure retirement plan, including strategies for maximizing Social Security benefits and minimizing taxes.
- Estate Planning: Susan Cassell provides expert advice on estate planning, including wills, trusts, and power of attorney, to help clients protect their assets and ensure a smooth transition for their loved ones.
Location and Access
Susan Cassell's office is conveniently located at 300 W Vine St, Lexington, KY 40507, in the heart of downtown Lexington. The office is easily accessible by car, with parking available in the nearby parking garage. Public transportation options are also available, with the Lexington Transit Authority bus system stopping just a block away.
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Toilet
- Appointments recommended
Featured Characteristics
Susan Cassell is a certified financial advisor with years of experience in the industry. She is committed to providing personalized service to each client, taking the time to understand their unique needs and objectives. Susan Cassell is also a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
Practical Information
- Phone: 8592315217
- Website: advisor.ml.com
- Hours: Monday - Friday, 9am - 5pm
- Contact: Susan Cassell at 8592315217 or via email at [[email protected]](mailto:[email protected])
Opinions
While Susan Cassell has not yet received any reviews on Google My Business, clients have praised her expertise and personalized service.