Merrill Lynch Financial Advisor Patrick J Walsh
2 Bala Plaza, Bala Cynwyd, PA 19004
About the Business
Merrill Lynch Financial Advisor Patrick J Walsh, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a reputable institution that offers finance services to both institutions and individuals. The team at Merrill Lynch focuses on creating customized financial strategies to help clients pursue their goals. With a strong emphasis on exemplary client service, Merrill's advisors have received recognition from various financial industry publications.
Supported by the global resources of Merrill, the team at Merrill Lynch Financial Advisor Patrick J Walsh is committed to building strong client relationships based on trust and personalized service. By understanding the unique needs and priorities of each client, the team at Merrill Lynch works to design and implement personalized financial plans intended to help clients manage, grow, and preserve their wealth.
At Merrill Lynch Wealth Management, the financial advisors prioritize understanding what matters most to each client, whether it's family, goals, or priorities. By engaging in thoughtful conversations and asking meaningful questions, the advisors at Merrill Lynch aim to help clients pursue their financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch is dedicated to helping clients address their financial needs.
Through tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, the team at Merrill Lynch Financial Advisor Patrick J Walsh can gain a deeper understanding of each client's unique financial situation and goals. By regularly reviewing and adjusting the financial approach, the advisors at Merrill Lynch strive to help clients stay on track to achieve what's most important to them.
With a focus on personalized investment strategies and comprehensive financial solutions, the dedicated advisors at Merrill Lynch Financial Advisor Patrick J Walsh are committed to putting clients first and helping them navigate the complexities of their financial lives. Whether it's planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is there to provide guidance and support every step of the way.
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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