Merrill Lynch Wealth Management

★★★★★
  • 2029 Century Park E 2800

    Los Angeles, CA 90067

    Map & Directions
  • 310-858-4700

About Merrill Lynch Wealth Management

Hours
Mon-Fri 9am-5pm
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Finance

Finance
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As I understand, Merrill Lynch has three offices, Beverly Hills, Century City and Westwood (?) that make up one office. My Financial Advisor is Ted Shin in the Beverly Hills office. I was assigned to him from another former employee that left the company. I just want to say that he and his partner take care of my wife and I very well. I've worked with many other brokerages in the past and must say that I am the most satisfied not only with my performance but with my service with Ted and Merrill Lynch in the Beverly Hills office. I highly recommend this young gentleman because he always seem to offer a solution in my portfolio but also in other areas of my family's life as well. I was hesitant at first because he seemed a bit on the younger side. However, he has proved to my wife and I that he far more capable and professional than some of the seasoned people. He makes things very understandable and does an excellent job keeping us updated on any changes.

2
★★★★★

As I understand, Merrill Lynch has three offices, Beverly Hills, Century City and Westwood (?) that make up one office. My Financial Advisor is Ted Shin in the Beverly Hills office. I was assigned to him from another former employee that left the company. I just want to say that he and his partner take care of my wife and I very well. I've worked with many other brokerages in the past and must say that I am the most satisfied not only with my performance but with my service with Ted and Merrill Lynch in the Beverly Hills office. I highly recommend this young gentleman because he always seem to offer a solution in my portfolio but also in other areas of my family's life as well. I was hesitant at first because he seemed a bit on the younger side. However, he has proved to my wife and I that he far more capable and professional than some of the seasoned people. He makes things very understandable and does an excellent job keeping us updated on any changes.

Pros: Service, Accessibility, Reputation, Vigor, Convenient and Knowledgable.

Cons: Not doing too well in the news these days.

 

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