Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Merrill Lynch Financial Advisor Susan Cassell: A Comprehensive Guide

Main Services

• Financial Consultant: As a financial consultant, Susan Cassell provides personalized advice on investment strategies, retirement planning, and wealth management. She helps clients create tailored financial plans to achieve their goals.
• Financial Planner: Susan Cassell is a certified financial planner who offers comprehensive financial planning services, including investment management, tax planning, and estate planning. She takes the time to understand each client's unique situation and creates a customized plan to meet their needs.
• Investment Advice: Susan Cassell provides expert investment advice, helping clients make informed decisions about their investment portfolios. She stays up-to-date on market trends and offers guidance on asset allocation, diversification, and risk management.
• Retirement Planning: With years of experience in retirement planning, Susan Cassell helps clients create a secure financial future. She offers guidance on retirement account options, pension planning, and Social Security strategies.
• Wealth Management: As a wealth management expert, Susan Cassell helps high-net-worth individuals create a comprehensive financial plan that includes investment management, tax planning, and estate planning. She takes a holistic approach to wealth management, considering each client's unique situation and goals.

Location and Access

Susan Cassell's office is located at 300 W Vine St, Lexington, KY 40507, United States. This address is easily accessible by car or public transportation. The office is wheelchair accessible, with features such as:

* Wheelchair-accessible parking
* Wheelchair-accessible entrance
* Wheelchair-accessible toilet
* Toilet

Appointments are recommended, and clients can contact Susan Cassell's office to schedule a meeting.

Featured Characteristics

* Personalized Service: Susan Cassell takes the time to understand each client's unique situation and creates a tailored financial plan to meet their needs.
* Expertise: With years of experience in the financial industry, Susan Cassell has the knowledge and expertise to provide expert advice on investment strategies, retirement planning, and wealth management.
* Communication: Susan Cassell believes in open and honest communication, taking the time to engage clients and their families in the financial decision-making process.
* Education: Susan Cassell offers personalized financial education to help clients understand complex financial concepts and make informed decisions about their investments.

Practical Information

* Address: 300 W Vine St, Lexington, KY 40507, United States
* Phone: 859-231-5217
* Website: advisor.ml.com
* Hours of Operation: Not specified, but clients can contact Susan Cassell's office to schedule a meeting.

Reviews and Opinions

Unfortunately, Susan Cassell's office has not received any reviews on Google My Business. However, based on the information provided, it is clear that Susan Cassell is a dedicated and knowledgeable financial advisor who takes the time to understand each client's unique situation and create a tailored financial plan to meet their needs.

While there are no reviews to speak of, it is worth noting that Susan Cassell's office is wheelchair accessible, which suggests a commitment to inclusivity and accessibility. Additionally, the office is located in a convenient location, making it easy for clients to schedule a meeting.

In conclusion, Susan Cassell is a reputable and experienced financial advisor who provides personalized service and expert advice on investment strategies, retirement planning, and wealth management. While there may not be any reviews available, her office is wheelchair accessible, and she takes the time to engage clients and their families in the financial decision-making process.