Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Introduction

Welcome to a comprehensive overview of Merrill Lynch Financial Advisor Susan Cassell, situated at 300 W Vine St in the heart of Lexington, Kentucky. With a wealth of experience and a client-centric approach, Susan Cassell is dedicated to helping individuals and families navigate the complex world of finance and achieve their financial goals.

Main Services

• Financial Consultation: Susan Cassell offers personalized financial advice tailored to each client's unique needs and objectives. She takes the time to understand your financial situation, risk tolerance, and long-term goals before developing a strategic plan to help you achieve them.
• Financial Planning: As a skilled financial planner, Susan Cassell helps clients create comprehensive financial plans that address various aspects of their financial lives, including retirement planning, investment management, tax planning, and estate planning. She works closely with clients to ensure their financial plans align with their values and aspirations.
• Intergenerational Wealth Transfer: Susan Cassell specializes in helping families navigate the complexities of transferring wealth from one generation to the next. She facilitates open communication among family members, helping them understand their financial responsibilities and the importance of preserving and growing their family's wealth.
• Investment Management: With a deep understanding of the financial markets, Susan Cassell provides expert investment management services. She employs a disciplined, long-term investment approach that focuses on preserving and growing her clients' wealth while managing risk.

Location and Access

Merrill Lynch's Lexington office is conveniently located at 300 W Vine St, Lexington, KY 40507, United States. The office is situated in the heart of downtown Lexington, offering easy access to public transportation and nearby amenities.

• Public Transportation: The office is within walking distance of several bus stops served by the LexTran public transportation system. The closest stop is the Vine St & Mill St stop, which is approximately 150 feet away.
• Parking: Complimentary parking is available for clients and visitors in the adjacent garage. The entrance to the garage is located on Limestone St, just a short walk from the office. The garage is wheelchair-accessible, with elevator access to the office level.

Featured Characteristics

Merrill Lynch's Lexington office and Susan Cassell's practice are designed with accessibility and comfort in mind, offering a range of features to accommodate clients with different needs.

• Wheelchair Accessibility: The office is fully wheelchair-accessible, with a ramp leading to the entrance and an elevator providing access to all levels. Wheelchair-accessible restrooms are available on the office level.
• Appointments Recommended: To ensure that Susan Cassell can provide undivided attention to each client, appointments are recommended. This allows her to prepare for meetings and ensure that she can dedicate the necessary time to address each client's unique financial situation.
• Toilet Facilities: Restrooms are available on the office level for client use. Both men's and women's restrooms are equipped with baby changing stations and are wheelchair-accessible.

Practical Information

For those interested in scheduling an appointment with Susan Cassell or learning more about her financial advisory services, the following contact information is provided:

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

Positive Aspects from Reviews

Although there are currently no reviews for Merrill Lynch's Lexington office on Google My Business, Susan Cassell's commitment to client service and communication is evident in her professional background and the services she offers. By prioritizing open communication and personalized financial strategies, she helps clients feel confident and empowered in their financial decision-making.

Susan Cassell's approach to financial planning and wealth transfer demonstrates her dedication to helping families preserve and grow their wealth for future generations. Her expertise in investment management and financial consultation ensures that clients receive the highest level of service and support throughout their financial journey.

As a Merrill Lynch Financial Advisor, Susan Cassell is part of a larger network of financial professionals dedicated to helping clients achieve their financial goals. With a focus on accessibility, comfort, and client-centered service, her practice at 300 W Vine St offers a welcoming and supportive environment for individuals and families seeking expert financial guidance.