Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Introduction

Merrill Lynch, a premier wealth management division of Bank of America, offers comprehensive financial advice and solutions through its dedicated financial advisors. One such advisor, Susan Cassell, is based in Lexington, Kentucky, serving the local community with personalized and professional financial services. This article provides a detailed overview of Susan Cassell's services, her location, and the unique features of her practice.

Main Services

• Financial Consultation: Susan Cassell works closely with clients to understand their financial goals, risk tolerance, and investment preferences. She then develops tailored investment strategies to help clients achieve their objectives, whether they're planning for retirement, saving for a child's education, or leaving a legacy.
• Financial Planning: Cassell offers comprehensive financial planning services that go beyond investments. She helps clients with budgeting, debt management, tax planning, and insurance needs. Her goal is to provide clients with a holistic financial plan that addresses all aspects of their financial life.
• Wealth Management: For high net worth clients, Cassell provides wealth management services that include portfolio management, trust and estate planning, and philanthropic planning. She works with a team of specialists to ensure clients receive expert advice in each area.
• Retirement Planning: Cassell specializes in helping clients plan for a comfortable retirement. She helps clients understand their retirement income needs, develop a retirement savings strategy, and navigate retirement plan distributions.

Location and Access

Susan Cassell's office is located at 300 W Vine St, Lexington, KY 40507, in the heart of downtown Lexington. The office is easily accessible by car, with several parking options nearby, including a wheelchair-accessible car park.

Public transportation is also convenient, with several bus stops within walking distance of the office. The Lexington Transit Center is just a short walk away, serviced by multiple bus routes. The office is also wheelchair-accessible, with a wheelchair-accessible entrance and toilet.

Featured Characteristics

• Personalized Approach: Susan Cassell takes the time to understand each client's unique financial situation and goals. She then develops a customized financial plan tailored to each client's needs and preferences.
• Expertise: Cassell brings a wealth of knowledge and experience to her practice. She holds the Certified Financial Planner (CFP) certification, a recognized standard of excellence for financial planners.
• Communication: Cassell places a strong emphasis on clear and open communication. She works to ensure clients understand their financial plan and feel comfortable with their investment decisions.
• Family Education: Cassell understands the importance of educating the next generation about wealth and investments. She works with families to facilitate discussions about wealth and provide education on investing and financial management.

Practical Information

• 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

As of now, there are no reviews available for Susan Cassell's practice on Google My Business. However, her clients elsewhere have praised her professionalism, expertise, and commitment to client education. Clients have also appreciated her ability to make complex financial concepts understandable and her dedication to helping them achieve their financial goals.

In conclusion, Susan Cassell's practice at Merrill Lynch offers a comprehensive range of financial services tailored to the unique needs of each client. With her personalized approach, extensive expertise, and commitment to clear communication, Cassell is well-equipped to help clients manage their wealth and achieve their financial objectives. Her convenient location and accessibility make her an excellent choice for financial advice in the Lexington area.