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November 2023 by Eric Schlote
My mother’s IRA was managed by Merrill Lynch for many years. They did an ok job up until 2021 when they basically let the account drift like an abandoned boat. Each passing month was loss after loss, meanwhile they continued to charge their management fees.This account lost over $17k and was still sinking when my mother finally yanked the money out and went to another bank and put into a CD at 5.50%. When Chad Horton asked what we were doing with the money, we told him. His hilarious response- “I could beat that”… Well Chad, why didn’t you?
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August 2023 by David Adams
Helped create sustaining wealth for myself and my family, thanks Mr. Johnson & Mr. Patla.
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July 2023 by MunchinBen
Merrill Lynch and Bank of America are wonderful companies. The people who work there are super helpful.
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July 2023 by Stephanie Johnson
Amazing team of people! Extremely welcoming and helpful!
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November 2022 by Victor Gonzalez
Run! Beyond difficult to work with, open all/any investment acct's elsewhere! Our money, 6 months plus and MERRILL still won't release FUNDS, no litigation involved just dragging their feet using excuse they're understaffed, while volatile market keeps depleting funds so they think they can come out ahead. Criminal charges filed, theft.
