Merrill Lynch Financial Advisor Brandon Katz
21215 Burbank Boulevard, Los Angeles, CA 91367
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
21215 Burbank Blvd, Woodland Hills, CA 91367, United States
About the Business
Merrill Lynch Financial Advisor Brandon Katz, located at 21215 Burbank Boulevard, Los Angeles, California, United States, is a finance institution dedicated to helping clients manage their wealth through personalized wealth management strategies. With a focus on understanding your financial goals and priorities, Brandon Katz can create a flexible strategy tailored to today's market conditions. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, clients can receive comprehensive financial guidance.
Brandon Katz follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through the Merrill Personal Wealth Analysis™, clients can work with Brandon to develop a personalized plan centered on their goals. By discussing aspirations, family priorities, and evolving life changes, Brandon helps clients navigate important financial decisions and trade-offs.
By utilizing the Investment Personality Assessment, Brandon can gain a deeper understanding of clients' investing preferences and customize a financial approach to align with their goals. With a focus on long-term wealth management, Brandon aims to help clients achieve their financial aspirations, whether it's planning for retirement, saving for a home, or passing wealth to future generations.
Through ongoing conversations and regular reviews, Brandon ensures that clients' financial approaches are adjusted to reflect changes in their lives and the market. By providing the latest investment insights and strategies, Brandon helps clients stay on track to reach their financial goals. As a Certified Financial Planner, Brandon Katz is dedicated to offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
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