Branch Office Profile
The Lakeside office services clients who reside in numerous states throught the country. However, many of these relationships were established in Macomb County, St. Clair County, Oakland County, and of course the surrounding Clinton Township area. We are also recognized by our numerous clients in the Richmond, Marysville, and Port Huron communities. The Lakeside office focuses on providing a total financial service package to include; wealth management stategies, retirement planning, banking and cash management services, estate planning, risk management, and IRA rollover stategies. We have been in long-term relationships with many of our clients for over a decade, and in some instances working with two or three generations of the same family. Our growth comes from the referrals of these satisfied clients. It is our belief that if we take care of our clients, their success, as well as ours will follow. We are conveniently located on Hall Road between Utica and Mount Clemens just minutes from Lakeside Mall, Partridge Creek Mall, as well as Lake St. Clair.
Our deepest held principle at Merrill Lynch is that the client comes first, and our office and teams, are proud to be part of that tradition.