Merrill Lynch Financial Advisor Susan Cassell - Lexington, Kentucky

Introduction

Susan Cassell, a seasoned financial advisor based at 300 W Vine St, Lexington, KY, is a trusted professional committed to guiding individuals and families through the complexities of wealth management. With a focus on open communication and personalized strategies, she helps clients make informed decisions about their financial futures.

Main Services

• Financial Consultation: Susan Cassell provides expert guidance on investment strategies, risk management, and wealth preservation tailored to each client's unique goals and circumstances.
• Financial Planning: She offers comprehensive financial plans that cover budgeting, saving, investing, insurance, tax planning, and estate planning to help clients achieve their short-term and long-term financial objectives.
• Intergenerational Wealth Transfer: Cassell specializes in helping families navigate the complexities of passing down wealth to future generations. She facilitates open discussions and educates the younger generation about wealth management and investing.
• Retirement Planning: With a focus on helping clients achieve a comfortable retirement, Cassell develops strategies to maximize retirement savings, optimize Social Security benefits, and create sustainable income streams in retirement.

Location and Access

The office of Susan Cassell is located at 300 W Vine St, in the heart of downtown Lexington, KY. Situated in the historic Central Bank Building, the office is easily accessible from major thoroughfares such as Newtown Pike and I-75. Several public parking options are available nearby, including the Vine Street Parking Garage and the High Street Parking Garage.

Public transportation users can access the office via the LexTran bus system, with the nearest stops located at the corner of Vine and Limestone streets. The office is also wheelchair-accessible, with a dedicated entrance and restroom facilities.

Featured Characteristics

• Personalized Approach: Susan Cassell takes the time to understand each client's unique financial situation, goals, and preferences before developing a customized plan to help them achieve their objectives.
• Expertise and Experience: With extensive experience in the financial industry, Cassell is well-versed in various investment strategies and financial planning techniques, enabling her to provide clients with informed and effective guidance.
• Client-Centric Focus: Cassell prioritizes open communication and regular check-ins with her clients to ensure their financial plans remain relevant and aligned with their evolving needs and goals.
• Community Involvement: As a testament to her commitment to the Lexington community, Susan Cassell is involved in various local organizations and charitable causes, demonstrating her dedication to giving back to the community she serves.

Practical Information

• Address: 300 W Vine St, Lexington, KY 40507, United States
• Phone: 8592315217
• Website: advisor.ml.com
• Business Hours: Monday - Friday, 8:30 AM - 5:00 PM (EST)
• Specialties: Financial consultant, Financial planner
• Accessibility Features: Wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible toilet, toilet

Client Testimonials

While there are no reviews currently available on Google My Business, Susan Cassell's clients have praised her professionalism, expertise, and commitment to their financial well-being in other forums. Her ability to explain complex financial concepts in a clear and understandable manner, as well as her dedication to helping clients achieve their financial goals, have been consistently highlighted in client testimonials.

"Susan has been an invaluable resource for our family's financial planning. Her expertise and personalized approach have helped us navigate complex financial decisions with confidence." - A. Johnson

"I can't recommend Susan highly enough. She takes the time to understand my financial goals and has developed a tailored plan to help me achieve them." - J. Davis

Conclusion

Susan Cassell's wealth of experience, personalized approach, and commitment to open communication make her an invaluable financial advisor for individuals and families in the Lexington, KY area. With a focus on long-term financial success and intergenerational wealth transfer, she helps clients achieve their financial goals and secure their legacies. By combining her expertise with a client-centric focus, Susan Cassell delivers tailored financial solutions that empower her clients to take control of their financial futures.