TOP 30 Merrill lynch financial advisor in Juneau, Alaska
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Merrill Lynch Financial Advisor Christian Veliz
● ClosedMerrill Lynch Financial Advisor Christian Veliz, located at 801 West 10th Street in Juneau, Alaska, is a trusted institution in the finance industry. Recognized by Barron's and Forbes for their exceptional client service, the Jurasz Hall Veliz Group is a team of experienced professionals dedicated to building strong relationships with their clients based on trust and personalized service. With over $590 million in assets under management as of September 2023, the team focuses on risk assessment in alignment with clients' long-term financial goals. Peter, a member of the team, has been named to both Barron's "Top 1,200 Financial Advisors" list and Forbes' "Best-in-State Wealth Advisors" list in 2022. The team's transparent reliability and compassionate approach to wealth management have solidified their reputation as one of the best wealth managers in Alaska. Trust Merrill Lynch Financial Advisor Christian Veliz for expert financial guidance tailored to your unique needs.
801 W 10th St Suite 300, Juneau, AK 99801, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 801 West 10th Street in Juneau, Alaska, is a finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. With a team of experienced advisors who offer personalized financial strategies, Merrill Lynch Wealth Management goes beyond traditional wealth planning advice to provide retirement income planning, guidance on concentrated stock positions, and access to estate planning services. The branch is committed to client service and satisfaction, working closely with clients to identify their goals and create tailored financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, contributing to economic, social, and cultural initiatives.
801 W 10th St, Juneau, AK 99801, United States -
Merrill Lynch Financial Advisor Harold E Heidersdorf
● ClosedMerrill Lynch Financial Advisor Harold E Heidersdorf is located at 801 West 10th Street in Juneau, Alaska, United States. This institution is a finance company that prides itself on providing exemplary client service. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Merrill's advisors have received recognition from financial industry publications such as Barron's and Forbes, setting the standard for excellence in wealth management. The Jurasz Hall Veliz Group, a six-member team at Merrill Lynch, has been entrusted with over $590 million in assets as of September 2023. They focus on risk assessment relative to a client's long-term financial goals and are recognized as one of the best wealth managers in Alaska. Peter, a member of the team, has been named to both the Barron's "Top 1,200 Financial Advisors" list and the Forbes "Best-in-State Wealth Advisors" list. The team's transparent reliability and compassionate approach to wealth management have earned them a reputation for excellence in the industry.
801 W 10th St Suite 300, Juneau, AK 99801, United States -
Merrill Lynch Financial Advisor Rebecca Hall
● ClosedMerrill Lynch Financial Advisor Rebecca Hall is a prestigious finance institution located at 801 West 10th Street in Juneau, Alaska, United States. The institution prides itself on its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The team at Merrill Lynch is supported by global resources and is dedicated to building strong client relationships based on trust and personalized service. The Jurasz Hall Veliz Group, a six-member team at Merrill Lynch, has been entrusted with over $590 million in assets as of September 2023. They focus on risk assessment relative to clients' long-term financial goals and have been recognized as one of the best wealth managers in Alaska by Barron's and Forbes. In 2022, Peter was named to the Barron's "Top 1,200 Financial Advisors" list and the Forbes "Best-in-State Wealth Advisors" list. The team's transparent reliability, compassionate efficacy, and coordination in wealth management have earned them a strong reputation in the industry.
801 W 10th St Suite 300, Juneau, AK 99801, United States -
Merrill Lynch Financial Advisor Peter M Jurasz
● ClosedMerrill Lynch Financial Advisor Peter M Jurasz, located at 801 West 10th Street in Juneau, Alaska, is a distinguished institution in the finance industry. With a team of experienced professionals, they provide exemplary client service based on trust and personalized service. The Jurasz Hall Veliz Group, with over $590 million in assets as of September 2023, focuses on risk assessment relative to clients' long-term financial goals. Recognized by Barron's and Forbes, Peter Jurasz was named to the 2022 Barron's "Top 1,200 Financial Advisors" list and the 2022 Forbes "Best-in-State Wealth Advisors" list. With a commitment to building strong client relationships, Merrill Lynch Wealth Management aims to prioritize what matters most to their clients - family, goals, and priorities.
801 W 10th St Suite 300, Juneau, AK 99801, United States -
Merrill Lynch Financial Advisor Ryian Keir Jurasz
● ClosedMerrill Lynch Financial Advisor Ryian Keir Jurasz is a prestigious financial institution located at 801 West 10th Street in Juneau, Alaska, United States. The institution prides itself on its team of advisors who have been recognized by financial industry publications and Bank of America Corporation for their exemplary client service. The team, known as the Jurasz Hall Veliz Group, consists of six talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. With over $590 million in assets under management as of September 2023, the team focuses on risk assessment relative to clients' long-term financial goals. Their transparent reliability and compassionate approach to wealth management have earned them recognition as one of the top wealth managers in Alaska by Barron's and Forbes. In 2022, Peter was named to both the Barron's "Top 1,200 Financial Advisors" list and the Forbes "Best-in-State Wealth Advisors" list.
801 W 10th St Suite 300, Juneau, AK 99801, United States -
Merrill Lynch Financial Advisor Zachary T Kohan
● ClosedMerrill Lynch Financial Advisor Zachary T Kohan is a finance institution located at 801 West 10th Street, Juneau, Alaska, United States. The institution prides itself on its advisors who have received recognition from industry publications and Bank of America Corporation. Zachary T Kohan has been named as one of the "Top Next-Generation Wealth Advisors Best-in-State" in 2023 by Forbes. At Merrill Lynch, managing your wealth begins with a thorough understanding of your financial picture and goals. Zachary T Kohan can help create a flexible strategy tailored to the changing market conditions, with access to investment insights from Merrill and banking solutions from Bank of America. The team is dedicated to building strong client relationships based on trust and personalized service.
801 W 10th St Suite 300, Juneau, AK 99801, United States
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