Very great team all around. I've been with them for around 5 years now and they respond very quickly, Mr wheatley gives great advice for those of us learning how to handle finances. Very happy with the team here! Mary and coleen are also very nice!
10000 Stars if I could.
Merrill Lynch/Bank of America is easily the top Broker-Dealer (ML) and THE top Banking Institution of any category (Credit Suisse, DBS, BNY Mellon, Goldman, MS and every other top-tier investment/retail/commercial bank be damned, as they absolutely PALE in comparison)
You can expect a reasonable 2-hour wait time on average every-time you want to get ahold of someone (assuming you make the wise choice of not entrusting them with WM-level liquidity - that is to say, the wait is super pleasant and I encourage everyone to experience it!).
Reminiscent of childhood, where you know you don't matter and that your opinions definitely don't matter, because… read full review
We've had a 30+year relationship withNorthern Trust/ Our experience
has been 5+ stars all along the way. They've helped us grow, prosper and keep our future safe. You are in the best of hands here if you want rock solid conservative money management and advice.
520 Newport Center Dr, Newport Beach, CA 92660
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