Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Introduction

Merrill Lynch, a premier wealth management company, is proud to have Susan Cassell as a dedicated Financial Advisor at their Lexington, Kentucky branch. With a commitment to open communication and personalized strategies, Cassell aims to empower her clients and their families in making informed financial decisions. Let's delve into the services, location, features, and practical information about Susan Cassell's practice at Merrill Lynch.

Main Services

Susan Cassell offers a spectrum of financial services tailored to address her clients' unique needs. Here's a list of her primary services:

• Financial Consultation: Cassell works closely with clients to understand their financial goals, risk tolerance, and time horizon. She then provides tailored advice to help them achieve their objectives.
• Financial Planning: Cassell develops comprehensive financial plans that encompass retirement planning, estate planning, tax strategies, and more. She ensures that clients' financial plans are aligned with their values and long-term goals.
• Investment Management: Cassell provides investment strategies designed to help clients grow and preserve their wealth. She offers a range of investment options, from individual stocks and bonds to mutual funds and exchange-traded funds (ETFs).
• Retirement Planning: Cassell assists clients in preparing for retirement by helping them determine their retirement needs, optimizing their retirement savings, and creating retirement income strategies.
• Estate Planning: Cassell works with clients to help them protect their assets and ensure that their estate is distributed according to their wishes. She coordinates with attorneys and other professionals to develop effective estate plans.

Location and Access

Susan Cassell's office is conveniently located in the heart of Lexington, Kentucky, at 300 W Vine St. This central location makes it easily accessible for clients coming from various parts of the city. The office is situated near several major thoroughfares, including New Circle Road and I-64, making it readily accessible by car. Public transportation is also an option, with the Lexington Transit bus system serving the area.

For those driving, the office offers ample parking, including wheelchair-accessible spaces. The building is also equipped with a wheelchair-accessible entrance and toilet, ensuring that the facility is accessible to all clients.

Featured Characteristics

Susan Cassell's practice is characterized by several unique features that set her apart and provide value to her clients:

• Personalized Approach: Cassell takes the time to understand each client's unique financial situation, goals, and challenges. She then develops tailored strategies to help them achieve their objectives.
• Open Communication: Cassell emphasizes the importance of open and transparent communication with her clients. She believes that by working together and maintaining open dialogue, they can make informed decisions and achieve better outcomes.
• Family Education: Cassell understands the importance of educating the younger generation about wealth and financial management. She facilitates family discussions and offers personalized strategies to help educate and empower the next generation.
• Expertise and Experience: With her extensive experience in the financial industry and her status as an Accredited Wealth Management Advisor (AWMA) designee, Cassell brings a wealth of knowledge and expertise to her practice.

Practical Information

Here's a summary of practical information about Susan Cassell's practice at Merrill Lynch:

• Address: 300 W Vine St, Lexington, KY 40507, United States
• Phone: 859-231-5217
• Website: advisor.ml.com
• Specialties: Financial consultant, Financial planner
• Accessibility Features: Wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible toilet, toilet
• Appointment Policy: Appointments are recommended

Client Opinions and Reviews

As of now, Susan Cassell's Merrill Lynch practice has not received any reviews on Google My Business. However, clients can leave reviews and share their experiences on other platforms such as Yelp, Facebook, or by contacting the office directly.

While there are no reviews available at the moment, clients can expect a professional, personalized, and patient approach from Susan Cassell. Her commitment to open communication, family education, and tailored financial strategies sets her apart and makes her an excellent choice for those seeking a dedicated financial advisor in the Lexington area.

In conclusion, Susan Cassell's practice at Merrill Lynch offers a comprehensive range of financial services, delivered with a personalized and client-focused approach. Her convenient location, accessibility features, and commitment to open communication make her an ideal choice for individuals and families seeking expert financial guidance in the Lexington area.