Merrill Lynch Financial Advisor Robert J. McKiernan 2 Bala Plaza, Bala Cynwyd, PA 19004

Merrill Lynch Financial Advisor Robert J. McKiernan, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a finance institution that primarily works with High-Net-Worth Individuals, Families, and Institutions, as well as Working & Retired Professionals and Senior Executives across the country. They focus on exploring seven priorities with clients, including managing healthcare expenses, home investments, family care, leisure activities, charitable giving, work in retirement, and financial goals.

The institution collaborates with other trusted professionals to help clients pursue their goals, utilizing the investment insights of Merrill and the banking convenience of Bank of America. Services offered include asset allocation, investment management, traditional and alternative investment selection, bank financing, trust and estate planning, and cash flow management.

Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. They believe in setting the standard for exemplary client service and building strong client relationships based on trust and personalized service.

They offer the Merrill Personal Wealth Analysis™ to help clients build a personalized financial plan centered on their goals. The advisors at Merrill Lynch Wealth Management work with clients to address their needs and pursue their goals through customized investment approaches.

The institution emphasizes the importance of seeking advice from experienced financial advisors and developing a wealth management approach for the future. They provide personalized investment strategies and comprehensive financial solutions to help clients stay on track and achieve their financial goals.