Merrill Lynch Wealth Management

Financial Planners, Financial Planning Consultants, Investment Management

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Today: 8:30 am - 4:30 pm

111 Years

in Business

(508) 926-3732Call Visit WebsiteVisit Website Map & DirectionsDirections100 Front StWorcester, MA 01608 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 4:30 pm

Merrill Lynch Wealth Management

Taxes

Roth IRA
You have choices about what to do with your 401(k) or other type of plan-sponsored accounts. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over a 401(k) from a prior employer to a 401(k) at your new employer, take a distribution, or leave the account where it is. Each choice may off er different investments and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and provide different protection from creditors and legal judgments. These are complex choices and should be considered with care.

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Places Near Worcester with Financial Planners

Shrewsbury (8 miles)
Auburn (8 miles)
North Grafton (8 miles)
Leicester (9 miles)
Millbury (9 miles)
Grafton (11 miles)
West Boylston (12 miles)
Holden (13 miles)
Sutton (13 miles)
Northborough (15 miles)

More Info

General Info

Welcome to Merrill Lynch in Worcester, MA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Email

Email Business

Extra Phones

TollFree: (866) 706-8321

Phone: (508) 926-3721

Phone: (508) 770-7236

Payment method

visa

Location

City Square

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