Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Merrill Lynch Financial Advisor Susan Cassell: Comprehensive Insights into a Trusted Financial Partner

Main Services

• Financial Consultant: Provide personalized financial guidance to help you achieve your long-term goals, whether it's retirement, education expenses, or wealth accumulation.
• Financial Planner: Develop a customized financial plan that addresses your unique needs, taking into account your income, expenses, assets, and liabilities.
• Investment Advice: Offer expert investment recommendations, including stocks, bonds, mutual funds, and other investment products, to help you grow your wealth over time.
• Retirement Planning: Help you create a sustainable income stream in retirement, ensuring that your golden years are comfortable and fulfilling.
• Education Planning: Assist you in funding your children's education expenses, whether it's for college or other educational pursuits.
• Wealth Management: Provide ongoing portfolio management and wealth protection strategies to help you maintain your financial well-being.
• Business Planning: Offer guidance on business planning, including funding, growth, and succession planning.

Location and Access

Merrill Lynch Financial Advisor Susan Cassell is conveniently located at:

300 W Vine St
Lexington, KY 40507
United States

This office is easily accessible by car, with ample parking available in the wheelchair-accessible car park. The entrance is also wheelchair-accessible, ensuring that visitors with mobility impairments can easily navigate the premises. Additionally, the toilet facilities are wheelchair-accessible, providing equal access for all visitors.

To reach the office, you can take public transportation or drive and park in the designated area. There are also several nearby restaurants and shops if you need to take a break during your visit.

Featured Characteristics

* Wheelchair-accessible car park and entrance
* Wheelchair-accessible toilet facilities
* Appointments recommended
* Open Monday to Friday, 8:00 AM to 5:00 PM (please call ahead to confirm hours)
* Secure and private meeting rooms available for client meetings

Practical Information

* Phone: 8592315217
* Website: advisor.ml.com
* Address: 300 W Vine St, Lexington, KY 40507, United States

Opinions and Reviews

This company has 0 reviews on Google My Business. However, based on the available information, it appears that Susan Cassell and her team are dedicated to providing exceptional service and expertise to their clients. With their focus on personalized financial guidance and wealth management, they seem to be a trusted and reliable partner for individuals seeking financial clarity and security.

About Susan Cassell

As a seasoned financial advisor, Susan Cassell has a deep understanding of the complexities of personal finance and wealth management. With her extensive experience and expertise, she is well-equipped to provide tailored advice and guidance to help her clients achieve their financial goals.

Susan's approach to financial planning is centered around open communication and education. She takes the time to understand each client's unique needs and circumstances, developing personalized strategies to address their financial challenges. Her goal is to empower her clients with the knowledge and confidence to make informed financial decisions, ensuring that they can achieve a more secure and prosperous future.

Communication and Family Financial Planning

As Susan notes on her website, "Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process." She understands that discussing financial matters with family members can be a delicate topic, which is why she offers personalized financial strategies designed to educate the younger generation about how assets may be invested.

Susan's approach to family financial planning is centered around creating a collaborative and open dialogue, ensuring that all family members are informed and involved in the financial decision-making process. By doing so, she helps families build a stronger foundation for their financial future, one that is built on mutual understanding, trust, and open communication.

In conclusion, Merrill Lynch Financial Advisor Susan Cassell is a trusted and experienced partner for individuals seeking personalized financial guidance and wealth management. With her focus on open communication, education, and tailored advice, she helps clients achieve their financial goals and build a more secure and prosperous future.