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Merrill Lynch Financial Advisor David J. Felker
1040 Stony Hill Road, Yardley, Pennsylvania, United States
About the Merrill Lynch Financial Advisor David J. Felker
Merrill Lynch Financial Advisor David J. Felker, located at 1040 Stony Hill Road in Yardley, Pennsylvania, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, David Felker works closely with clients to understand their priorities and create a flexible plan that can adapt to changing market conditions.
By participating in the local community and volunteering with organizations, David Felker upholds the Merrill tradition of serving the communities in which he works. Through the Merrill Personal Wealth Analysis™, clients can build a personalized financial plan focused on their aspirations and evolving needs. By engaging in conversations with clients about their goals and priorities, David Felker aims to provide guidance and advice to help them achieve financial success.
Using the Investment Personality Assessment, David Felker gains a deeper understanding of clients' investing preferences and tailors financial approaches accordingly. As life and goals change over time, David Felker offers tools to help clients track these changes and adjust their financial strategies accordingly. By focusing on solutions that align with clients' aspirations, David Felker aims to help turn their financial goals into reality.
With a commitment to understanding clients' unique needs and priorities, David Felker designs customized investment approaches to help clients pursue their financial objectives. By staying in touch with clients to review progress and make necessary adjustments, David Felker ensures that clients remain on track towards achieving their goals. Through a dedicated one-on-one relationship, clients can rely on David Felker to provide personalized investment strategies and comprehensive financial solutions to meet their needs.
Photos of Merrill Lynch Financial Advisor David J. Felker
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States
Opening hours of Merrill Lynch Financial Advisor David J. Felker
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Merrill Lynch Financial Advisor David J. Felker
"David answers all your questions thoroughly and respectfully. I have been with him for the last 12 years. He is well qualified and has done a great job for me!"
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