Merrill Lynch Financial Advisor Donna Weidl
1424 State Street, Santa Barbara, CA 93101
Location & Phone number
1424 State St, Santa Barbara, CA 93101, United States
About the Business

Merrill Lynch Financial Advisor Donna Weidl is a finance institution located at 1424 State Street, Santa Barbara, California, United States. The JJD Group, a team of experienced financial professionals with over 65 years of combined experience, is dedicated to helping clients with their wealth management needs. With roots dating back to 1970, the team at Merrill Lynch Wealth Management has been serving multiple generations of families and building strong client relationships through personalized service and trust. Recognized by Forbes for their exceptional client service, the team at Merrill Lynch is committed to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial solutions. With a focus on understanding each client's unique needs and priorities, the team works to design customized approaches to help clients stay on track and navigate changing financial markets. By providing the latest investment insights and strategies, Merrill Lynch Financial Advisor Donna Weidl aims to help clients live their best financial lives.
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
People Also Viewed
-
Bankers Life1525 State St Ste 103, Santa Barbara, CA 93101, United States
-
Anderson Financial Solutions128 E Carrillo St, Santa Barbara, CA 93101, United States
-
NFP25 E Anapamu St Second Floor, Santa Barbara, CA 93101, United States
-
Demboski & Chapman Financial and Insurance Solutions, Inc.200 E Carrillo St #203, Santa Barbara, CA 93101, United States
-
Northwestern Mutual1114 State St #247, Santa Barbara, CA 93101, United States
-
SB Tax Pros55 Hitchcock Way Unit 108, Santa Barbara, CA 93105, United States
-
Gerard Accounting & Taxes2502 Orella St, Santa Barbara, CA 93105, United States
-
Lucent Wealth Planning2920 De La Vina St, Santa Barbara, CA 93105, United States
-
Mission Wealth - Santa Barbara1111 Chapala St 3rd Floor, Santa Barbara, CA 93101, United States
-
Northern Trust1485 E Valley Rd Suite 7, Santa Barbara, CA 93108, United States
-
Fidelity Investments3793 State St, Santa Barbara, CA 93105, United States
-
TAX OFFICES OF JOEL PEREZ, EA4123 State St STE 100, Santa Barbara, CA 93110, United States
-
JR Bookkeeping351 Santa Barbara St, Santa Barbara, CA 93101, United States
-
Mark S. Pasternak CPA102 N Milpas St, Santa Barbara, CA 93103, United States
-
Fainer Consulting5290 Overpass Rd Suite 226, Santa Barbara, CA 93111, United States
-
Iles Brunk Sheryl CPA5951 Encina Rd #205, Santa Barbara, CA 93117, United States
-
Matthews & Company, C. P. A.5409 Paseo Orlando, Santa Barbara, CA 93111, United States
-
Law Office of Susan J. Salehi351 Paseo Nuevo 2nd Floor, Santa Barbara, CA 93101, United States
-
Travis Loughridge, Bankers Life Agent and Bankers Life Advisory Services Investment Advisor1525 State St Ste 103, Santa Barbara, CA 93101, United States
-
Defense Tax Partners - Tax Attorney, IRS Audit Defense & Tax Relief Settlement, Free Consultation7 W Figueroa St #300, Santa Barbara, CA 93101, United States
-
Rafael Amezaga Attorney at Law Legal Services Tax Services34 E Sola St, Santa Barbara, CA 93101, United States
People also searched for
- Financial Advisor
- Audit & Consulting
- California Financial Planners
- Estate Planning Services Usa
- Family Office Solutions
- Financial Advisor Santa Barbara Ca
- Financial Goals Assistance
- Financial Planning Services
- Forbes Top Advisors
- Generational Wealth Transfer
- Investment Management Companies
- Investment Strategist Donna Weidl
- Investments For Families
- Merrill Lynch Wealth Management
- Personalized Investment Advice
- Private Wealth Management Firms
- Retirement Planning Expert
- Wealth Creation Experts
- Wealth Management Firm California
- Wealth Preservation Strategies
List of local businesses, places and services in California
β business help π services β phones π opening times βοΈreviews π addresses, locations π· photos