Investment portfolio analysis in Alaska
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K Properties, LLC
● OpenK Properties, LLC is a real estate and travel agency located at 3980 Mendenhall Loop Road in Juneau, Alaska. We prioritize the safety of our properties by staying on top of CDC guidelines. Our team is dedicated to responding promptly to any issues you may encounter during your stay. We offer a 10% discount on many excursions throughout Southeast Alaska, including the opportunity to see the famous Mendenhall Glacier in the Tongass National Forest. Juneau, Alaska's state capital, welcomes over a million visitors annually, offering a variety of transportation options such as cruise ships, air travel, ferries, and private boats.
3980 Mendenhall Loop Rd, Juneau, AK 99801, United States -
Montalbo Financial Services
● OpenMontalbo Financial Services is a reputable finance institution located at 130 Seward Street in Juneau, Alaska, United States. With a team of experienced professionals, Montalbo Financial Services offers a wide range of financial services including investment planning, wealth management, retirement planning, and more. Whether you are an individual looking to secure your financial future or a business in need of financial guidance, Montalbo Financial Services is dedicated to providing personalized solutions to meet your specific needs. Trust Montalbo Financial Services to help you achieve your financial goals and secure a stable financial future.
130 Seward St, Juneau, AK 99801, United States -
Merrill Lynch Financial Advisor Leo Lemelson
● OpenMerrill Lynch Financial Advisor Leo Lemelson is located at 3601 C Street in Anchorage, Alaska, United States. Leo is a Wealth Management Advisor who brings the capabilities of Merrill Lynch Wealth Management and the convenience of Bank of America to both institutions and high net worth private clients. With a background in the U.S. Air Force, Leo is dedicated to understanding the specific objectives and constraints of each client to design and implement structured financial and liability strategies. He holds the Certified Investment Management Analyst® (CIMA®) designation and is committed to building strong client relationships based on trust and personalized service. Leo believes in the importance of community involvement and volunteers with organizations in the Anchorage area. Through Merrill Personal Wealth Analysis™, Leo can help clients build personalized financial plans centered on their goals and priorities. By using the Investment Personality Assessment, Leo gains a deeper understanding of each client's investing preferences to customize financial approaches. With access to the global resources of Merrill and banking solutions from Bank of America, Leo works with clients to develop strategies to address their financial needs and goals. As a Merrill Lynch Wealth Management Advisor, Leo focuses on helping clients pursue their aspirations and manage investment risk to turn goals into reality. By regularly reviewing and adjusting financial approaches, Leo aims to help clients stay on track to achieve what matters most to them. With a personalized approach built around each client's life priorities, Leo is dedicated to helping clients achieve their financial goals.
3601 C St 14th floor, Anchorage, AK 99503, United States -
Merrill Lynch Financial Advisor Will Marshall
● OpenLocated at 3601 C Street in Anchorage, Alaska, Merrill Lynch Financial Advisor Will Marshall is a trusted institution in the finance industry. With over a decade of experience, Will focuses on developing personalized strategies for individuals, families, and businesses to help them achieve their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Planning Counselor designation, demonstrating his expertise in wealth management. Will takes a comprehensive approach to financial planning, addressing topics such as retirement, education financing, and tax minimization. He also offers services such as Social Security maximization and legacy planning. At Merrill Lynch Wealth Management, Will and his team are dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's unique goals and priorities, and developing a tailored financial approach to help them achieve those goals. From retirement planning to wealth preservation, Will and his team provide the guidance and support needed to navigate the complexities of the financial markets and life changes.
3601 C St 14th floor, Anchorage, AK 99503, United States -
Lin May - Morgan Stanley
● OpenLin May - Morgan Stanley is a finance institution located at 2550 Denali Street in Anchorage, Alaska. As a branch of the renowned Morgan Stanley, they offer a wide range of financial services including investment advice, wealth management, and retirement planning. With a team of experienced professionals, Lin May - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, they are committed to providing personalized solutions tailored to your individual needs. Visit Lin May - Morgan Stanley today to start building a strong financial foundation for tomorrow.
2550 Denali St Suite 1700, Anchorage, AK 99503, United States -
Liberty Financial Services Inc
● OpenLiberty Financial Services Inc is a reputable accounting and finance institution located at 7446 Lake Otis Parkway in Anchorage, Alaska, United States. With a team of experienced professionals, we provide comprehensive financial services to individuals and businesses alike. Our services include tax preparation, bookkeeping, financial planning, and investment management. Trust Liberty Financial Services Inc to help you navigate the complexities of the financial world with expert guidance and personalized solutions.
7446 Lake Otis Pkwy #3, Anchorage, AK 99507, United States
List of local businesses, places and services in Alaska
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