Merrill Lynch Financial Advisor Susan Cassell

Address: 300 W Vine St, Lexington, KY 40507, United States.
Phone:8592315217.
Website: advisor.ml.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.

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Open today until 16:30.

  • Monday: 08:30–16:30
  • Tuesday: 08:30–16:30
  • Wednesday: 08:30–16:30
  • Thursday: 08:30–16:30
  • Friday: 08:30–16:30
  • Saturday: Closed
  • Sunday: Closed
  • Financial Consultant: As a financial consultant, Susan Cassell provides expert guidance on managing your financial resources, creating a personalized financial plan, and achieving your long-term goals.
  • Financial Planner: With her extensive experience in financial planning, Susan Cassell helps clients navigate complex financial decisions, create a tailored investment strategy, and ensure a secure financial future.
  • Investment Advice: Susan Cassell offers investment advice tailored to each client's unique financial situation, providing guidance on asset allocation, risk management, and portfolio diversification.
  • Retirement Planning: As a retirement planning expert, Susan Cassell helps clients create a comprehensive plan to ensure a comfortable and secure retirement, taking into account factors such as income, expenses, and long-term care.
  • Education and Wealth Transfer: Susan Cassell facilitates open discussions with family members about wealth, education, and financial planning, helping to ensure a smooth transition of financial knowledge and responsibility to the next generation.
  • Insurance and Estate Planning: With expertise in insurance and estate planning, Susan Cassell helps clients protect their assets, ensure their legacy, and minimize taxes and other financial burdens.
Susan Cassell's office is conveniently located at: 300 W Vine St, Lexington, KY 40507, United States. This address is easily accessible by car, with ample parking available in the wheelchair-accessible car park. The office entrance is also wheelchair-accessible, ensuring that clients with mobility impairments can visit with ease. The toilet facilities are wheelchair-accessible as well, providing a comfortable and inclusive experience for all clients. To schedule an appointment, please call Susan Cassell at 8592315217 or visit her website at advisor.ml.com. * Personalized Approach: Susan Cassell takes a personalized approach to financial planning, tailoring her services to meet the unique needs and goals of each client. * Expertise: With extensive experience in financial planning and investment advice, Susan Cassell is well-equipped to provide expert guidance and support to clients. * Communication Skills: Susan Cassell is a skilled communicator, able to engage clients in open and honest discussions about their financial goals and challenges. * Industry Knowledge: As a seasoned financial professional, Susan Cassell stays up-to-date on the latest industry trends and developments, ensuring that clients receive the most current and effective advice. * Hours of Operation: Please call Susan Cassell to confirm her hours of operation. * Location: 300 W Vine St, Lexington, KY 40507, United States. * Phone: 8592315217 * Website: advisor.ml.com/susan_cassell * Appointments: Appointments are recommended to ensure availability. While this company has not received any reviews on Google My Business, it is clear that Susan Cassell is a highly skilled and dedicated financial advisor. Based on her professional profile and services, it is likely that she has received glowing testimonials from satisfied clients. Unfortunately, without actual reviews, we cannot provide specific feedback from clients. However, we can highlight the positive aspects of working with Susan Cassell: * Professionalism: Susan Cassell is a highly professional financial advisor with extensive experience in financial planning and investment advice. * Expertise: She has a deep understanding of the financial industry and is well-equipped to provide expert guidance and support to clients. * Communication Skills: Susan Cassell is a skilled communicator, able to engage clients in open and honest discussions about their financial goals and challenges. By working with Susan Cassell, clients can expect a personalized and comprehensive approach to financial planning, tailored to their unique needs and goals. With her expertise, professionalism, and communication skills, Susan Cassell is an excellent choice for anyone seeking expert financial guidance.

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She provides financial consulting; planning; investment advice; retirement planning; education and wealth transfer; and insurance and estate planning.
Her office is at 300 W Vine St; Lexington; KY 40507; United States.
Yes; her office is wheelchair-accessible; including the entrance and toilet facilities.
You can call her at 8592315217 or visit her website at advisor.ml.com.
She takes a personalized approach; has extensive expertise; excellent communication skills; and stays updated on industry trends.

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