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Guide > Audit & Consulting in Pennsylvania > Audit & Consulting in Doylestown > Merrill Lynch Financial Advisor Chris A Barnish-Zusin

Merrill Lynch Financial Advisor Chris A Barnish-Zusin,

600 Hyde Park, Doylestown, PA 18902

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About Us

Located at 600 Hyde Park in Doylestown, Pennsylvania, Merrill Lynch Financial Advisor Chris A Barnish-Zusin is a trusted institution specializing in finance. Chris Ann Barnish is a Senior Vice President and Wealth Management Advisor with over 30 years of experience. As a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Investment Management Analyst®, Chris is dedicated to providing sound wealth management advice to families and businesses with complex financial issues. She focuses on personalized service and helping clients address important financial matters such as Estate Planning, Retirement Planning, and Income preservation. By listening carefully and asking insightful questions, Chris helps clients reach their financial goals and dreams.

At Merrill Lynch Wealth Management, the financial advisor focuses on building a strong relationship with clients by understanding their goals and priorities. The institution offers personalized plans through the Merrill Personal Wealth Analysis™ to help clients achieve their financial objectives. By utilizing the Investment Personality Assessment, the advisor can tailor the financial approach to align with the client's investing preferences.

The institution believes in staying connected with clients as their lives and goals evolve over time. By regularly reviewing and adjusting the financial approach, the advisor aims to help clients stay on track to achieve what matters most to them. With access to investment insights from Merrill and banking solutions from Bank of America, clients can develop a comprehensive approach to address their financial needs.

The mission of Merrill Lynch Financial Advisor Chris A Barnish-Zusin is to understand each client personally and design a customized plan to help them pursue their financial goals while managing investment risk. By focusing on potential solutions that turn goals into reality, the institution aims to provide dedicated one-on-one relationships with clients and offer comprehensive financial solutions. With a commitment to putting clients first, the institution is dedicated to helping clients achieve their financial objectives.

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Hours open

Monday:

9:00 AM - 4:00 PM

Tuesday:

9:00 AM - 4:00 PM

Wednesday:

9:00 AM - 4:00 PM

Thursday:

9:00 AM - 4:00 PM

Friday:

9:00 AM - 4:00 PM

Saturday:

Closed

Sunday:

Closed

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Photos

  • Photo of Merrill Lynch Financial Advisor Chris A Barnish-Zusin - 600 Hyde Park, Doylestown, PA 18902, USA
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Contact Us

Direction
600 Hyde Park Suite 600, Doylestown, PA 18902, United States
215-340-3308
fa.ml.com
Call Website
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Reviews

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