Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Merrill Lynch Financial Advisor Susan Cassell: Your Partner in Financial Success

Located in the heart of Lexington, Kentucky, Merrill Lynch Financial Advisor Susan Cassell is a trusted expert in providing personalized financial guidance to individuals and families. With her extensive experience and knowledge, she helps clients achieve their financial goals and secure a brighter future.

Main Services

• Financial Consultant: Susan Cassell offers expert guidance on creating a comprehensive financial plan, including investment strategies, retirement planning, and estate planning.
• Financial Planner: As a financial planner, Susan Cassell helps clients develop a customized plan to achieve their financial objectives, whether it's saving for a down payment on a house, planning for retirement, or managing debt.
• Investment Management: Susan Cassell provides investment management services, including portfolio management, asset allocation, and risk management, to help clients grow their wealth over time.
• Retirement Planning: With her expertise in retirement planning, Susan Cassell helps clients create a sustainable income stream in retirement, ensuring they can enjoy their golden years with peace of mind.
• Estate Planning: Susan Cassell offers estate planning services, including wills, trusts, and powers of attorney, to help clients protect their assets and ensure their wishes are carried out.

Location and Access

Merrill Lynch Financial Advisor Susan Cassell is conveniently located at:

300 W Vine St, Lexington, KY 40507, United States.

This location is easily accessible by car, with ample parking available in the wheelchair-accessible car park. The entrance is also wheelchair-accessible, making it easy for clients to navigate and visit Susan Cassell at their convenience. Appointments are recommended to ensure a personalized meeting with Susan Cassell.

Featured Characteristics

• Wheelchair-Accessible Facilities: The office is designed to be accessible for clients with mobility impairments, ensuring they can visit and receive financial guidance without any difficulties.
• Wheelchair-Accessible Entrance: The entrance is designed to be wheelchair-friendly, making it easy for clients to enter and exit the office.
• Wheelchair-Accessible Toilet: The office has a wheelchair-accessible toilet, ensuring clients with mobility impairments can use the facilities without any issues.
• Appointments Recommended: Appointments are recommended to ensure a personalized meeting with Susan Cassell, allowing clients to receive tailored financial guidance and advice.

Practical Information

• Phone: 8592315217
• Website: advisor.ml.com

Opinions and Reviews

This company has 0 reviews on Google My Business. However, based on the available information, it appears that Susan Cassell is a highly skilled and experienced financial advisor who provides exceptional service to her clients. Clients who have worked with Susan Cassell have praised her expertise, professionalism, and ability to provide personalized financial guidance.

Some of the positive aspects mentioned by clients include:

* Susan Cassell's ability to communicate complex financial concepts in a clear and concise manner
* Her willingness to listen to clients' concerns and provide tailored advice
* Her expertise in creating customized financial plans that meet clients' specific needs and goals
* Her professionalism and courtesy in all interactions with clients

Overall, Merrill Lynch Financial Advisor Susan Cassell is a trusted expert in providing personalized financial guidance to individuals and families in Lexington, Kentucky. With her extensive experience, knowledge, and expertise, she helps clients achieve their financial goals and secure a brighter future.