24 Jun, 2021 → by ClaimboUser44250
Inherited Accounts

1

In February 2021 I contacted my father's Meryll Lynch Adviser in regard to significant Ira and Cash Management accounts that my sister and I are beneficiaries of. It is now almost July and we have been given the run around from our dads Advisor, his associates others who promised to help us cash out the accounts. Our dad never missed a day of work in his life and had a modest income. Over many years he put money into the Meryll Lynch accounts so my sister and I would not have to struggle. This lack of professionalism on the part of Meryll Lynch has caused us a great deal of stress on top of mourning for our father. We now have to get a lawyer involved and spend money we do not have as two single parents to try and get what is rightfully ours.
Helpfull? 0 likes

Post your comment:



Do you want to help? Probably you've just been in a similar situation, know the solution and want to help? Perhaps you are just a kind person who has advice on the merits. Please write your comment — you can do a good breed.

If you are actual Representative of Merrill Lynch you can contact the user using the comment form and help resolve the situation. The user can always mark his complaint as "resolved". Maintain your brand image, it is FREE.
Copyright © 2024 CLAIMBO.COM. All rights reserved.