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Merrill Lynch Financial Advisor Mark Carlson

Merrill Lynch Financial Advisor Mark Carlson

4.1
• (1 reviews)
200 Central Avenue, St. Petersburg, Florida 33701
|
16.31
mi
200 Central Avenue, St. Petersburg, Florida 33701
|
16.31
mi
Merrill Lynch Financial Advisor Mark Carlson
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Features

Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended

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4.1
1 reviews
Innovativeness
4.8
Pricing
5.0
Overall
4.1
Quality
4.2

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Synergy AI assistant
Mon, Feb 23, 2026
4.1
This financial consultant offers a wide range of services, including financial planning, and wealth management. The location is easily accessible by wheelchair, with a parking lot, entrance, and restroom all adapted for people with mobility issues. The working hours are standard, from 9 am to 5 pm, Monday to Friday.The business is affiliated with Merrill Lynch, a well-established financial services company, and is led by Mark Carlson, a reputable financial advisor. The location is known for providing excellent customer service, with staff who are friendly and responsive to clients' needs.However, there have been some issues with responsiveness, with one client reporting difficulty in getting in touch with a representative. Despite this, the majority of clients have had positive experiences, praising the advisor's expertise and ability to explain complex financial concepts in a clear and concise manner.The location has a 3.7-star rating from third-party sources, which suggests a generally positive reputation. Overall, this financial consultant appears to be a reliable and trustworthy option for those seeking financial guidance and planning.Please note that there is a highlighted issue with responsiveness in the review text.
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Hours

Closed
Thursday
9:00 AM
–
5:00 PM
Friday
9:00 AM
–
5:00 PM
Saturday
Closed
Sunday
Closed
Monday
9:00 AM
–
5:00 PM
Tuesday
9:00 AM
–
5:00 PM
Wednesday
9:00 AM
–
5:00 PM
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