Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Merrill Lynch Financial Advisor Susan Cassell

Located in the heart of Lexington, KY, Merrill Lynch Financial Advisor Susan Cassell is a trusted financial partner for individuals and families seeking personalized guidance on managing their wealth.

With a strong focus on communication and education, Susan Cassell works closely with her clients to understand their unique financial goals and objectives. She takes the time to engage her clients and their family members in the financial decision-making process, ensuring that everyone is on the same page.

As a financial consultant and planner, Susan Cassell offers a range of services designed to help her clients achieve financial peace of mind. From investment management to retirement planning, she provides expert guidance and support every step of the way.

Main Services

• Financial Consultant: Susan Cassell provides personalized financial guidance and advice to help her clients achieve their financial goals.
• Financial Planner: She creates customized financial plans that take into account her clients' unique needs, goals, and objectives.
• Investment Management: Susan Cassell offers a range of investment options, including stocks, bonds, and mutual funds, to help her clients grow their wealth over time.
• Retirement Planning: She helps her clients create a secure retirement plan, ensuring that they have the financial resources they need to enjoy their golden years.
• Wealth Management: Susan Cassell provides comprehensive wealth management services, including estate planning, tax planning, and insurance planning.

Location and Access

Merrill Lynch Financial Advisor Susan Cassell is located at 300 W Vine St, Lexington, KY 40507, United States.

The office is easily accessible by car, with a wheelchair-accessible car park available. The entrance is also wheelchair-accessible, making it easy for clients with mobility impairments to visit.

There is a wheelchair-accessible toilet available on site, ensuring that clients with mobility impairments have access to the facilities they need.

Appointments are recommended, as this will ensure that Susan Cassell has sufficient time to devote to each client.

Featured Characteristics

Here are some of the distinctive advantages of working with Susan Cassell:

• Personalized service: Susan Cassell takes the time to understand each client's unique financial goals and objectives.
• Expert guidance: With years of experience in the financial industry, Susan Cassell provides expert guidance and support every step of the way.
• Communication skills: She is a strong communicator and takes the time to engage her clients and their family members in the financial decision-making process.
• Comprehensive services: Susan Cassell offers a range of services, including investment management, retirement planning, and wealth management.

Practical Information

Phone: 8592315217

Website: advisor.ml.com

It is recommended to contact the office directly to confirm business hours and make an appointment.

Opinions

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The average rating is 0/5, but we are confident that Susan Cassell will exceed your expectations.

Other Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended