Merrill Lynch Financial Advisor J. Scot French
921 Walnut Street, Boulder, CO 80302
About the Business
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Merrill Lynch Financial Advisor J. Scot French, located at 921 Walnut Street in Boulder, Colorado, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. By answering a few questions, clients can be paired with advisors best suited to their needs.
J. Scot French believes in understanding each client's unique financial situation in order to create a personalized wealth management strategy. By focusing on the client's goals and aspirations, J. Scot French helps design and implement a plan to manage investment risk and pursue financial success.
Using the Investment Personality Assessment, J. Scot French can gain a deeper understanding of the client's investing preferences and customize a financial approach to help achieve their goals. By providing access to Merrill's investment insights and Bank of America's banking solutions, J. Scot French works with clients to address their financial needs and priorities.
As life and goals change, J. Scot French helps clients track these changes and adjust their financial approach accordingly. By bringing fresh perspectives to their financial lives, clients can make informed decisions and progress towards their goals. With access to BofA Global Research and the resources of Merrill and Bank of America, clients can navigate the complexities of investing and financial planning.
Merrill Lynch, along with its affiliates and financial advisors, does not provide legal, tax, or accounting advice. Clients should consult their own advisors before making any financial decisions. With a focus on understanding the client's individual needs and goals, J. Scot French aims to help clients build a secure financial future for themselves and their families.
Photos
Location & Phone number
921 Walnut St 1st Floor, Boulder, CO 80302, United States
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
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