Merrill Lynch Financial Advisor Daniel R Armstrong 2021 Spring Road, Oak Brook, IL 60523
About the Business
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Merrill Lynch Financial Advisor Daniel R Armstrong is a trusted finance institution located at 2021 Spring Road, Oak Brook, Illinois, United States. With a career dating back to 1987, Dan has built strong relationships with successful individuals in the Chicago area and beyond. His clients include professionals, business owners, young couples, and families with special needs children. Dan's approach is focused on understanding his clients' motivations, ambitions, and financial goals. He emphasizes the importance of planning for a fulfilling retirement and creating a legacy for future generations. Dan provides unselfish and unbiased guidance, aiming to educate clients on financial matters and encourage wise financial habits. He simplifies complex financial concepts for easy understanding and works with the firm's Chief Investment Office professionals to build tailored asset allocations for each client. Dan holds multiple certifications and titles, including the Certified Private Wealth Advisor and Chartered Special Needs Consultant designations. He is dedicated to helping clients pursue their objectives and feel positive about their financial future. With a team of experienced professionals, Merrill Lynch Wealth Management offers personalized financial planning services to help clients achieve their goals. By understanding each client's unique needs and priorities, Dan and his team develop customized strategies to manage, grow, and preserve wealth for the long term. Through conversations and the Investment Personality Assessment, they gain a deeper understanding of each client's investing preferences and goals, providing tailored solutions to help them pursue what matters most.
Photos
Location & Phone number
2021 Spring Rd Suite 700, Oak Brook, IL 60523, United States
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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- Financial Consulting
- Tax Advisor
- Audit & Consulting
- Business Owners
- Certified Private Wealth Advisor
- Chartered Special Needs Consultant
- Families With Special Needs Children
- Financial Advisor Chicago
- Financial Education
- Financial Goals
- Fulfilling Retirement
- Investing For The Future
- Investment Personality Assessment
- Investment Planning
- Legacy Planning
- Private Clients
- Private Wealth Management
- Retirement Planning
- Special Needs Financing
- Unbiased Guidance
- Wealth Preservation
- Wise Financial Habits
- Young Couples
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