1. David Lerner Associates

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    Lawrenceville, NJ

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    David Lerner Associates

    3.0 (2 reviews)
    Closed • 9:00 am - 5:00 pm

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    3 years ago

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    Merrill Edge

    Merrill Edge

    (60 reviews)

    I actually made an appointment with a rep at a Merrill Edge office inside a Bank of America. I…read morehave been doing business with BofA since 1984. I needed to wire out a large amount from the Edge account. Completed a wire form and expected the wire to go out the very next business day. Did not happen so I called the customer svc number. They had a hard time finding the completed wire form which should had been scanned at the Merrill office. No go on the wire on Friday so I waited until Monday to call again. Took over 20 minutes and still they could not locate the wire out form. Merrill edge cust svc rep on the phone told me to just wire out of the account by accessing the online acct and cxl the previously wire form. I submitted the wire and appears to go through on the same day around 10:32 am PST. If you want better customer service, I would suggest opening an account with Charles Schwab. Merrill Edge is NOT the place to be. Will be moving the remaining balance of the account to Charles Schwab.

    This is the worst company to deal with. It's taken 13 months for us to get my father's death…read morebenefits from these people. It's been nothing but a house so they've made it very complicated very rude people not very nice one hand doesn't know what the other hand's doing several people had all your business instead of assigning one person to handle your account it's just ridiculous That's how things got so screwed up on this. Hiring a lawyer to sue these people. Had to spend money that was unnecessary. No one ever cause you back when they say they are and it just takes forever consumer beware do not put your money in here with Merrill Lynch they are a scam they will cost you money. So do what you want but if you're smart you won't deal with these people.

    David Lerner Associates - investing - Updated October 2026

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