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Merrill Lynch Financial Advisor Joshua S Kampf
157 Church Street, New Haven, Connecticut 06510
About the Merrill Lynch Financial Advisor Joshua S Kampf
Merrill Lynch Financial Advisor Joshua S Kampf, located at 157 Church Street, New Haven, Connecticut, United States, is a finance institution that provides personalized wealth management services. With certifications from the Investments & Wealth Institute™, including the CIMA® and Certified Investment Management Analyst® designations, clients can trust that they are working with a qualified professional. The institution has been recognized by Forbes, Barron's, and Financial Times for their excellence in client service and financial expertise.
The GKH Group, a family team led by Joshua Kampf, continues the legacy of founder Elliot Glunts, who started at Merrill Lynch in 1963. The team values honesty and integrity, and believes in creating customized financial plans to help clients achieve their goals. By utilizing the investment insights of Merrill and banking solutions from Bank of America, the team works with clients to manage, grow, and preserve their wealth for the long term.
Through conversations and the Investment Personality Assessment, the team at Merrill Lynch Financial Advisor Joshua S Kampf gets to know their clients on a deeper level to tailor financial strategies to their unique needs and preferences. Clients have access to convenient account access through MyMerrill® and receive step-by-step instructions to navigate the online platform.
Recognized for their exceptional client service, the team at Merrill Lynch Financial Advisor Joshua S Kampf is dedicated to helping clients achieve their financial goals and providing the tools and resources needed for success.
Photos of Merrill Lynch Financial Advisor Joshua S Kampf
157 Church St, New Haven, CT 06510, United States
Opening hours of Merrill Lynch Financial Advisor Joshua S Kampf
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
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