Merrill Lynch Financial Advisor Jonathan Chang
28202 Cabot Road, Laguna Niguel, CA 92677
Hours open
Monday:
7:00 AM - 3:00 PM
Tuesday:
7:00 AM - 3:00 PM
Wednesday:
7:00 AM - 3:00 PM
Thursday:
7:00 AM - 3:00 PM
Friday:
7:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Merrill Lynch Financial Advisor Jonathan Chang is a finance institution located at 28202 Cabot Road, Laguna Niguel, California, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. They are known for their exemplary client service and have been featured in Forbes rankings such as "Best-in-State Wealth Management Teams" and "Best-in-State Next-Generation Wealth Advisors".
The team at Merrill Lynch Wealth Management, led by Jonathan Chang, focuses on personalized financial planning tailored to each client's goals and priorities. They offer services such as Merrill Personal Wealth Analysis™ to build a personalized plan centered on the client's aspirations. With access to the global resources of Merrill and Bank of America, the team is committed to building strong client relationships based on trust and personalized service.
Jonathan Chang and his team believe in a financial approach that helps clients pursue their unique goals, whether it's planning for retirement, funding education, or passing wealth to future generations. They utilize tools like the Investment Personality Assessment to understand clients better and customize their financial approach accordingly.
As a Chartered Retirement Planning Counselor™, Jonathan Chang is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives. With a focus on personalized investment strategies and comprehensive financial solutions, the team at Merrill Lynch Wealth Management aims to help clients achieve their financial goals and stay on track, regardless of market fluctuations.
Through one-on-one relationships and ongoing communication, Jonathan Chang and his team provide clients with the latest investment insights, tips, and strategies to help them live their best financial life. They believe in putting the client first, addressing their questions and concerns, and guiding them along the various paths their life may take.
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