Tampa Bay
Merrill Lynch Senior Consultant Elliott M Kugel
Financial Planner
42.74
42.74
Overview
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Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
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Overall
Quality
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I've been to this Merrill financial consultant located in Lakewood Ranch City, and my overall impression is that it's a reliable place to get advice on managing your wealth. The planning process is recommended to be done by appointment, which might be a bit inconvenient for those who prefer to drop by, but it ensures that the consultants have enough time to focus on your individual needs.The amenities at this location are basic but sufficient. There's a restroom available, and the parking lot and entrance are wheelchair accessible. This shows that the place is trying to cater to a wide range of clients.The working hours seem to be standard business hours, Monday to Friday from 9 am to 5 pm. The consultants here are professionals, and they do their job well. They have the skills to provide the kind of expertise you'd expect from a financial advisor. They have a deep understanding of the financial markets and can help you navigate them successfully.However, the pricing of their services isn't transparent, and I had to do some digging to figure out how much I'd have to pay for their services. It's a bit frustrating when you can't get a clear answer on the cost of something, especially when it's something as important as financial planning.It's worth noting that this financial consultant is a co-branded location, meaning it's associated with Merrill Lynch Senior Consultant Elliott M Kugel. This co-branding can sometimes be a double-edged sword, as it may bring in more clients but also lead to a more impersonal experience.
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