San Antonio
Merrill Lynch Private Wealth Advisor Daniel Nelson
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointments recommended
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Quality
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This location is a well-equipped financial advisor's office. The building is easily accessible, with a wheelchair-accessible parking lot and entrance. The interior is neat and clean, with a restroom available for clients. The team is led by Merrill Lynch Private Wealth Advisor Daniel Nelson. However, I felt a bit limited by the necessity to book appointments in advance. This was the only thing that didn't quite meet my expectations, making it a bit harder to get a consultation at a time that suited me.The office hours are standard, from 8 am to 4 pm, Monday to Friday. The web link is available for those who prefer to look up information online.The office team is very welcoming, and the service is professional. It's clear that they have a lot of experience in helping clients with their financial planning. The variety of services is great, and they seem to cater to a wide range of needs. I found the staff to be very knowledgeable and happy to answer my questions.
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Categories
Financial Service
Financial Advisors
Financial planner
Financial consultant
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