Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Merrill Lynch Financial Advisor Susan Cassell: Your Partner in Financial Decision-Making

Located in the heart of Lexington, Kentucky, Merrill Lynch Financial Advisor Susan Cassell is dedicated to providing personalized financial guidance to individuals and families. With her extensive experience and expertise, she helps clients navigate the complexities of financial planning, investment, and wealth management.

Main Services

• Financial Consultant: Susan Cassell offers expert guidance on creating personalized financial plans, including investment strategies, retirement planning, and estate planning.
• Financial Planner: She helps clients set and achieve their financial goals, whether it's saving for a down payment on a house, planning for retirement, or building wealth for the future.
• Investment Management: Susan Cassell provides investment advice and portfolio management services to help clients grow their wealth and achieve their financial objectives.
• Retirement Planning: She helps clients create a comprehensive retirement plan, including strategies for maximizing retirement income and minimizing taxes.
• Estate Planning: Susan Cassell offers estate planning services, 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

Merrill Lynch Financial Advisor Susan Cassell is located at 300 W Vine St, Lexington, KY 40507, United States. This address is easily accessible by car, with a wheelchair-accessible parking lot and entrance. The office is also wheelchair-accessible, with a wheelchair-accessible toilet. Appointments are recommended, and clients can schedule them by calling 8592315217 or visiting the website.

The office is situated in the heart of downtown Lexington, within walking distance of several restaurants, shops, and entertainment venues. The surrounding area is also home to several major employers, including the University of Kentucky and the University of Louisville.

Featured Characteristics

* Wheelchair-accessible car park and entrance
* Wheelchair-accessible toilet
* Appointments recommended
* Phone: 8592315217
* Website: advisor.ml.com
* Specialties: Financial consultant, Financial planner

Practical Information

* Address: 300 W Vine St, Lexington, KY 40507, United States
* Phone: 8592315217
* Website: advisor.ml.com
* Hours of Operation: [Not specified]
* Appointments: Recommended
* Transportation: Public transportation available, with several bus routes nearby
* Parking: Wheelchair-accessible parking lot

Positive Aspects from Reviews

Unfortunately, this company has no reviews on Google My Business. However, based on the description provided by Susan Cassell, it is clear that she is committed to providing personalized financial guidance and education to her clients. Her expertise and experience make her a trusted partner for individuals and families seeking financial clarity and guidance.

It is worth noting that Merrill Lynch Financial Advisor Susan Cassell is part of a well-established financial services firm, with a reputation for providing high-quality financial guidance and investment management services. Her expertise and experience make her a valuable resource for anyone seeking personalized financial advice.

In conclusion, Merrill Lynch Financial Advisor Susan Cassell is a trusted partner for individuals and families seeking personalized financial guidance and education. With her extensive experience and expertise, she helps clients navigate the complexities of financial planning, investment, and wealth management.