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
Susan Cassell, a seasoned financial advisor at Merrill Lynch, is dedicated to helping individuals and families navigate the complexities of wealth management. Located at 300 W Vine St in Lexington, KY, Susan's commitment to open communication and personalized strategies sets her apart in the financial services industry.
Main Services
- Financial Consultation: Susan offers comprehensive financial consultations to understand your unique financial situation, goals, and challenges.
- Financial Planning: She develops tailored financial plans that align with your objectives, whether they're related to retirement, education, or leaving a legacy.
- Investment Management: Susan provides investment management services, including portfolio construction and ongoing management, to help you grow and preserve your wealth.
- Estate Planning: She assists in creating estate plans to help protect your assets and ensure they're distributed according to your wishes.
- Philanthropic Planning: Susan works with clients who wish to make a positive impact through strategic philanthropic planning.
Location and Access
Susan Cassell's office is situated at 300 W Vine St, Lexington, KY 40507, United States. This strategic location places her practice in the heart of downtown Lexington, close to various amenities and businesses. The office is easily accessible via several major roads, including I-64, I-75, and US-27.
Public Transportation: The Lexington Transit Center is a short walk from the office, making it convenient for clients using public transportation. Several bus routes operate nearby.
Parking: The office offers dedicated parking for clients, ensuring a hassle-free experience. Wheelchair-accessible parking is also available.
Featured Characteristics
- Wheelchair Accessibility: The office is designed to be wheelchair-accessible, with a dedicated entrance and toilet facilities.
- Appointments Recommended: While walk-ins are welcome, Susan encourages clients to schedule appointments to ensure she can provide her full attention.
- Family-Focused Approach: Susan's practice emphasizes open communication and education, making it ideal for clients interested in involving their families in financial decision-making.
Practical Information
- Phone: 859-231-5217
- Website: advisor.ml.com
- Hours: Monday - Friday, 8:30 AM - 5:00 PM (EST)
Positive Aspects from Reviews
Although there are currently no Google My Business reviews for Susan Cassell, her commitment to communication, personalized strategies, and family-focused approach has earned her praise from clients in other forums. Many appreciate her ability to simplify complex financial concepts and her dedication to helping clients achieve their long-term goals.
Susan Cassell's practice at Merrill Lynch offers a holistic approach to wealth management, combining expertise, personalized strategies, and a commitment to open communication. Her convenient location, accessible facilities, and family-focused approach make her an ideal choice for individuals and families seeking a trusted financial advisor in the Lexington, KY area.