Guide > Audit & Consulting in New Jersey > Audit & Consulting in Princeton > Merrill Lynch Financial Advisor Theresa J Walker
Merrill Lynch Financial Advisor Theresa J Walker
7 Roszel Road, Princeton, NJ 08540
Location & Phone number
7 Roszel Rd 4th floor, Princeton, NJ 08540, United States
About the Business
Merrill Lynch Financial Advisor Theresa J Walker, located at 7 Roszel Road, Princeton, New Jersey, United States, offers personalized wealth management services focused on your goals and priorities. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service.
Theresa's mission is to understand you and what matters most to you, in order to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. By focusing on potential solutions that can turn your goals into reality, she aims to help you achieve financial success.
With access to the investment insights of Merrill and banking solutions from Bank of America, Theresa works with you to develop a customized approach to address your financial needs. By starting with a conversation to identify and prioritize your goals, she helps you navigate the financial landscape and stay on track to achieve what's most important to you.
As a registered advisor in multiple states, Theresa believes in putting you first every day and providing dedicated one-on-one relationships to help you pursue your goals. With a focus on personalized investment strategies and comprehensive financial solutions, she is committed to helping you build a customized investment approach that reflects your unique needs and priorities.
Please note that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, but offer a range of brokerage, investment advisory, and other services to help you achieve your financial goals.
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
People Also Viewed
-
Flaster Greenberg PC - David S. Neufeld791 Alexander Rd, Princeton, NJ 08540, United States
-
TIAA Financial Services155 Village Blvd Suite A, Princeton, NJ 08540, United States
-
PNC Private Bank1 Palmer Square S Suite 201, Princeton, NJ 08542, United States
-
Merit Financial Advisors33 Witherspoon St Suite 210, Princeton, NJ 08542, United States
-
North Mill Capital LLC821 Alexander Rd # 130, Princeton, NJ 08540, United States
-
Heartland Payment Systems, Inc300 Carnegie Center Dr, Princeton, NJ 08540, United States
-
Provident Tax Planning and Business Services300 Carnegie Center Dr #150, Princeton, NJ 08540, United States
-
Ridgeview Wealth Management475 Wall St, Princeton, NJ 08540, United States
-
Halberstadt Financial Consultants50 N Tulane St, Princeton, NJ 08542, United States
-
Princeton Investment Consulting - UBS Financial Services Inc.100 Overlook Center #100, Princeton, NJ 08540, United States
-
Princeton Investment Consulting - UBS Financial Services Inc.100 Overlook Center Suite 303, Princeton, NJ 08540, United States
-
Princeton/Park Avenue Investment Consulting - UBS Financial Services Inc.100 Overlook Center Suite 303, Princeton, NJ 08540, United States
-
Edie L Kelly,Financial Advisor-LPL Financial116 Village Blvd Suite 200, Princeton, NJ 08540, United States
-
YW FINANCIAL CONSULTING4390 US-1 #202, Princeton, NJ 08540, United States
-
Princeton Investment ServicesVillage Blvd, Princeton, NJ 08540, United States
-
Roundview Capital, LLC182 Nassau St #201, Princeton, NJ 08542, United States
-
CFO Consulting Partners10 Nassau St Suite 21, Princeton, NJ 08542, United States
-
Premier Financial Planning Inc711 Executive Dr, Princeton, NJ 08540, United States
-
Maks Financial Services822 Executive Dr, Princeton, NJ 08540, United States
-
Timothy McDonald - UBS Financial Services Inc.100 Overlook Center Suite 303, Princeton, NJ 08540, United States
-
Edward Jones17 Hulfish St Suite 260, Princeton, NJ 08542, United States
People also searched for
List of local businesses, places and services in New Jersey
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos