Merrill Lynch Financial Advisor Anton R. Plantz, III
417 Thorn Street, Sewickley, PA 15143
About the Business
Merrill Lynch Financial Advisor Anton R. Plantz, III is a finance institution located at 417 Thorn Street, Sewickley, Pennsylvania, United States. The institution aims to consolidate the resources that successful families need to manage their wealth, both now and in the future. Supported by the global resources of Merrill, the team at Merrill Lynch is made up of talented and experienced individuals who are dedicated to building strong client relationships based on trust and personalized service.
Ross Tomer joined the Brown, Hurray, Plantz group in 2018 and works with clients to help them pursue meaningful financial goals with a clear purpose in mind. The team at Merrill Lynch Wealth Management focuses on the things that matter most to their clients, such as family, goals, and priorities, even as they evolve over time.
The team at Merrill Lynch approaches wealth management from a long-term perspective, aiming to address immediate needs as well as deep-seated aspirations. They work with a diverse clientele, including senior corporate executives, closely-held business owners, and multi-generational families. The team's consultative approach helps clients devise a course of action that aligns with their objectives while keeping them informed of the rationale behind strategy and tactics.
Merrill Personal Wealth Analysis™ is a tool that can help build and document a personalized plan centered around a client's goals and focused on what they want to achieve. The team at Merrill Lynch is dedicated to helping clients stay on track to achieve what's most important to them, by regularly reviewing goals and progress made towards reaching them.
As Merrill Lynch Wealth Management Advisors, the team helps clients navigate the financial complexities of life, building a customized investment approach to address their needs and pursue their goals. Clients can expect a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, who will provide personalized investment strategies and access to comprehensive financial solutions offered by Bank of America.
Overall, Merrill Lynch Financial Advisor Anton R. Plantz, III and the team at Merrill Lynch Wealth Management are committed to helping clients achieve their financial goals and navigate the ever-changing financial landscape with confidence and peace of mind.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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