Merrill Lynch Financial Advisor Christopher P Bunnell

Merrill Lynch Financial Advisor Christopher P Bunnell is located at 2221 Washington Street in Newton, Massachusetts, United States. The institution serves a wide range of clients, including business owners, affluent families, professionals, and corporate executives who are looking for wealth management, advice, and guidance. The Keeney Group, a wealth management team within Merrill Lynch Wealth Management, is dedicated to helping clients pursue their financial objectives and build wealth through a disciplined wealth management process. They work closely with clients to understand their goals, interests, and passions in order to develop a customized strategy for making life-long financial decisions.

The Keeney Group also offers strategies for entrepreneurs looking to sell all or part of their business, as well as assistance in designing and administering qualified retirement plans for employees. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ can help clients build and document a personalized financial plan centered on their goals. The team regularly checks in with clients to discuss any changes in their life or financial approach to help them stay on track to achieve their goals.

As Merrill Lynch Wealth Management Advisors, the team helps clients navigate the financial complexities of their lives by building a customized investment approach tailored to their needs and goals. They offer one-on-one relationships with clients to provide personalized investment strategies and comprehensive financial solutions. Clients can also access the latest investment insights, tips, and strategies to help them live their best financial life.

Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so clients are encouraged to consult their own advisors before making any financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, and it is important for clients to understand the differences between these services when selecting the right option for their needs.