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Merrill Lynch Wealth Management

Financial Advisor serving Utica, New York · 1 of 7 financial advisors in the area

📍 102 Business Park Drive, Utica, NY, 13502
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📍 102 Business Park Drive, Utica, NY, 13502

About Merrill Lynch Wealth Management

Merrill Lynch Wealth Management is a financial advisor located in Utica, New York. As a local financial advisor, they serve Utica and surrounding communities in New York. Contact them through ProHorizon for a free quote.

Financial professionals in Utica should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Utica

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Utica may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Utica

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Utica?
Financial Advisors in Utica typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Utica?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 7 financial advisors in Utica to choose from.
Does Merrill Lynch Wealth Management offer free quotes?
Contact Merrill Lynch Wealth Management directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Utica

Morgan Stanley

106 Business Park Drive, Utica, NY, 13502

STRATEGIC FINANCIAL SERVICES

114 BUSINESS PARK DRIVE, UTICA, NY 13502

CARUSO MCLEAN & CO., INC.

130 LOMOND COURT, UTICA, NY 13502

ADIRONDACK FINANCIAL SERVICES CORP

185 GENESEE STREET, UTICA, NY 13501

JC MIANO INVESTMENT ADVISORY SERVICE

258 GENESEE ST., UTICA, NY 13502

ONE HOPPER ASSET MANAGEMENT

2520 GENESEE STREET, UTICA, NY 13502