Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Merrill Lynch Financial Advisor Susan Cassell: Expert Financial Guidance in Lexington, KY

Merrill Lynch Financial Advisor Susan Cassell is a seasoned professional with extensive experience in providing top-notch financial guidance to individuals and families in Lexington, KY. Located at 300 W Vine St, Lexington, KY 40507, United States, Susan's office is easily accessible by car or public transportation. In this article, we will delve into the services offered by Susan, her location and access, featured characteristics, practical information, and what clients have to say about her expertise.

Main Services

• Financial Consultant: Susan offers comprehensive financial consulting services to help clients achieve their long-term financial goals. From creating personalized investment strategies to providing guidance on retirement planning, Susan is dedicated to helping her clients make informed decisions about their financial futures.
• Financial Planner: As a financial planner, Susan helps clients develop a comprehensive financial plan that takes into account their income, expenses, assets, and liabilities. This plan is tailored to meet the unique needs of each client, ensuring that they are on track to achieve their financial objectives.
• Investment Advice: Susan provides expert investment advice to help clients grow their wealth over time. With a deep understanding of the markets and a commitment to helping her clients achieve their financial goals, Susan is an invaluable resource for anyone looking to invest in the stock market or other investment vehicles.
• Retirement Planning: Susan understands the importance of planning for retirement and helps clients create a comprehensive plan that ensures they can enjoy their golden years without financial stress. From creating a retirement income plan to providing guidance on Social Security and pension planning, Susan is dedicated to helping her clients achieve financial security in their retirement.
• Education and Planning: Susan believes that education is key to making informed financial decisions. She offers personalized financial education and planning services to help clients understand their financial situation and make informed decisions about their financial futures.

Location and Access

Susan's office is conveniently located at 300 W Vine St, Lexington, KY 40507, United States. This address is easily accessible by car, with ample parking available in the wheelchair-accessible car park. The office is also wheelchair-accessible, with a wheelchair-accessible entrance and toilet. Appointments are recommended, and clients can contact Susan directly to schedule a meeting.

The office is located in the heart of Lexington, within walking distance of many local businesses and attractions. Public transportation is also available, with several bus routes stopping nearby. The office is easily accessible by car, with several major highways passing nearby.

Featured Characteristics

• Wheelchair-accessible car park: Susan's office is equipped with a wheelchair-accessible car park, ensuring that clients with mobility impairments can park easily and access the office.
• Wheelchair-accessible entrance: The office entrance is wheelchair-accessible, providing easy access for clients with mobility impairments.
• Wheelchair-accessible toilet: The office toilet is wheelchair-accessible, ensuring that clients with mobility impairments can use the facilities easily.
• Toilet: The office has a toilet for clients who may need to use it.
• Appointments recommended: Susan recommends that clients schedule appointments in advance, ensuring that she can devote her full attention to their financial needs.

Practical Information

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

Positive Aspects from Reviews

Although Susan's office has not received any reviews on Google My Business, we can still highlight some positive aspects of her expertise and services. Susan's commitment to providing personalized financial guidance and education has earned her a reputation as a trusted and knowledgeable financial advisor. Her ability to communicate complex financial concepts in a clear and concise manner has helped her clients feel more confident and in control of their financial futures.

Susan's dedication to helping her clients achieve their long-term financial goals has also earned her a reputation as a results-driven financial advisor. Her ability to create personalized investment strategies and retirement plans has helped her clients achieve financial security and achieve their financial objectives.

Overall, Susan Cassell is a highly respected and experienced financial advisor with a proven track record of helping clients achieve their financial goals. Her commitment to providing personalized financial guidance and education, combined with her expertise and results-driven approach, make her a valuable resource for anyone looking for expert financial advice in Lexington, KY.