Details.
Schedule time with a specialist for guidance about personal accounts, large purchases, investing with Merrill, retirement planning, home loans, or starting and growing a business. Appointment topics include opening a new account, servicing an existing account, meeting with a notary, retirement planning, college planning, saving for a large purchase, general investing, financial review, self-directed investing, using home equity, buying a new home, refinancing, business accounts, merchant services, business loans or lines of credit, and payroll services.