Reviews for Merrill Lynch Wealth Management
Write a reviewHours
Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 8:30AM - 4:30PM
Saturday: ClosedSunday: Closed
Monday: 8:30AM - 4:30PM
Tuesday: 8:30AM - 4:30PM
Wednesday: 8:30AM - 4:30PM
Thursday: 8:30AM - 4:30PM
Friday: 8:30AM - 4:30PM
Saturday: ClosedSunday: Closed
Denise Goetsy is unprofessional and vile. She broke my trust. And she broke rules. She can't access certain accounts i.e. annuities so if she can't see them she will advise you that you have none. Pathetic. Waste of 19+ years. Unfortunately I don't have anything good to say about the Pajcic team either. In my opinion the team has fallen apart. Honestly Donny Kwon is the only one I slightly respect.
The Pajcic team is THE BEST team to work with regardless of how much money or how many investments you may have that you need help with. The entire team is extremely helpful and very thoughtful with more than just information pertaining to investments. Ian and his team take the time to get to know each client personally and individually separate of each other (I have family who also do business with this team.) This ENTIRE team has become family to me! You definitely don't get that kind of reception at any other financial institution that I have ever been in! From phone calls to quarterly meetings, or yearly meetings, all the information that you could ever need is at your fingertips with just a phone call or an email that is quickly answered by a team member! This is one relationship that I look forward to keeping for the rest of my life both personally and professionally! I could not recommend the Pajcic team with Merrill lynch enough!!!