Merrill Lynch Wealth Management - York (PA)

5 /5 Mark Walden: I have been working with the ML team in York, PA for many years and they are by far the most knowledgable, competent, responsive and trustworthy financial professionals I have had the pleasure to advise me. Their timely market knowledge is impressive and no doubt best in class. I have worked with a number of other advisors through the years but was never convinced my goals aligned. It would not enter my mind to work with anyone else. The bottom line, I dont feel like I am being sold but rather growing a partnership.

1 /5 Josh Pfautz: This office has no interest in working with young professionals and growing accounts. Theyre are only interested in OLD money. I have been promised a number of action items from Tony Foster for over year and half. He has still not followed through. I contacted his management team and they have not held him accountable, because clearly they not monitoring his work. They sent me a deadbeat email when I contacted them. Didnt even have the decency to pick up the phone and call me. Total joke and you want manage my money. Take your money and RUN! Total violation of their fiduciary obligation!!