Merrill Lynch Financial Advisor Lijun He
14636 North Scottsdale Road, Scottsdale, AZ 85254
Location & Phone number
14636 N Scottsdale Rd, Scottsdale, AZ 85254, United States
About the Business
Merrill Lynch Financial Advisor Lijun He is a finance institution located at 14636 North Scottsdale Road, Scottsdale, Arizona, United States. Lijun He is committed to serving clients with the highest professional and ethical standards, bringing joy, confidence, and clarity to their financial planning and asset management journey. With a background in academic research and a deep commitment to helping individuals achieve their financial goals, Lijun He offers a one-stop shop for financial services, including investments, banking, risk management, and trust and estate fiduciary services.
As a mother, wife, and community volunteer, Lijun He understands the importance of saving, investing, and giving as individuals and families. She is actively involved in various philanthropic organizations and serves on the board of directors for social impact and education equity organizations.
Lijun He's team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They offer personalized investment strategies tailored to each client's goals, risk tolerance, and priorities, with a focus on achieving long-term financial success. By getting to know clients personally and understanding what matters most to them, Lijun He helps them create a financial approach that reflects their personality and priorities.
Through ongoing collaboration and regular reviews, Lijun He helps clients stay on track to achieve their financial goals, adjusting their approach as needed to reflect changes in their lives and the financial markets. With access to the global resources of Merrill Lynch and Bank of America, Lijun He and her team provide comprehensive financial solutions to help clients pursue their goals and secure their financial future.
Photos
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
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