Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Merrill Lynch Financial Advisor Susan Cassell: Expert Guidance for a Secure Financial Future

Merrill Lynch Financial Advisor Susan Cassell is a seasoned professional dedicated to providing personalized financial guidance to individuals and families in Lexington, Kentucky. With a strong focus on communication and education, Susan Cassell helps clients navigate the complexities of financial planning, ensuring a secure and prosperous future.

Main Services

• Financial Consultant: Susan Cassell offers expert guidance on investment strategies, retirement planning, and wealth management.
• Financial Planner: With years of experience, Susan Cassell helps clients create customized financial plans tailored to their unique needs and goals.
• Investment Advice: Susan Cassell provides expert investment advice, helping clients make informed decisions about their portfolios and achieve their financial objectives.
• Retirement Planning: Susan Cassell helps clients create a comprehensive retirement plan, ensuring they have a secure and sustainable income stream in their golden years.
• Wealth Management: With a focus on long-term wealth management, Susan Cassell helps clients preserve and grow their wealth, ensuring a lasting legacy for themselves and their loved ones.
• Education and Planning: Susan Cassell offers personalized financial education and planning, empowering clients to take control of their financial futures.

Location and Access

Merrill Lynch Financial Advisor Susan Cassell is conveniently located at 300 W Vine St, Lexington, KY 40507, United States. The office is easily accessible by car, with ample parking available in the wheelchair-accessible car park. The wheelchair-accessible entrance and toilet ensure that clients with mobility impairments can navigate the premises with ease.

The office is situated in the heart of downtown Lexington, within walking distance of various restaurants, shops, and entertainment venues. Public transportation options are also available, with several bus routes stopping nearby.

Featured Characteristics

• Wheelchair-accessible facilities: The office is designed to be accessible to clients with mobility impairments.
• Wheelchair-accessible car park: Ample parking is available for clients with mobility impairments.
• Wheelchair-accessible entrance: The entrance is designed to be wheelchair-accessible, ensuring that clients can easily enter the premises.
• Toilet: The office has a wheelchair-accessible toilet, ensuring that clients with mobility impairments can use the facilities.
• Appointments recommended: Susan Cassell recommends appointments to ensure that clients receive personalized attention and guidance.

Practical Information

• Phone: 8592315217
• Website: advisor.ml.com
• Address: 300 W Vine St, Lexington, KY 40507, United States

Opinions and Reviews

As of now, Merrill Lynch Financial Advisor Susan Cassell has not received any reviews on Google My Business. However, based on the description provided, it is clear that Susan Cassell is a dedicated and experienced financial advisor who is committed to providing personalized guidance and education to her clients.

While there are no reviews to speak of, the description highlights Susan Cassell's strengths in communication and education, suggesting that she is a valuable resource for individuals and families seeking expert financial guidance.

It is worth noting that Merrill Lynch Financial Advisor Susan Cassell is part of a larger organization with a reputation for excellence in financial services. As such, clients can expect high-quality advice and guidance from Susan Cassell, backed by the resources and expertise of the Merrill Lynch team.