Merrill Lynch Wealth Management

I learned today Bank of America is really not located in Montana. Being from out of state, its not the end of the world, but it was definitely some information I needed. I came into this location of Mary Lynch, because it was suggested via Google, needless to say, it wasnt exactly what I needed, however Brandy Pelch was so helpful and informative. I got a whole bunch of information that I did need to know. And she also help me set up an appointment to create a Roth IRA account which was pretty awesome! Thank you so much for taking the time and helping me. It absolutely made my day.
Dec 6th, 2023

This office location is permanently closed. If you call the Bozeman phone number listed on Google you ring through to an office in Salt Lake City, but they don't tell you that when you call because they don't realize it is a forwarded call. I discovered this after being told to come into the office, only to go there and find out the Bozeman office has been closed.
Sep 1st, 2017

Good location, But sucks that they are associated with Bank Of America. . .
May 14th, 2016

Feb 13th, 2014