Guide > Audit & Consulting in North Carolina > Audit & Consulting in Charlotte > Merrill Lynch Financial Advisor Tawa Saune
Merrill Lynch Financial Advisor Tawa Saune
620 South Tryon Street, Charlotte, NC 28202
About the Business
Merrill Lynch Financial Advisor Tawa Saune, located at 620 South Tryon Street in Charlotte, North Carolina, offers personalized wealth management services to help clients achieve their financial goals. With a background in Investment Finance and Corporate Finance from Duke University, Tawa is dedicated to building long-term strategies tailored to each client's unique needs. Through Goals-Based Wealth Management, Tawa takes the time to understand each client's financial situation, family dynamics, and personal priorities.
At Merrill Lynch Wealth Management, the focus is on what matters most to you - whether it's planning for retirement, funding a child's education, or transferring wealth to future generations. By starting with a conversation to identify your goals, Tawa can create a personalized financial plan centered around your aspirations. The Investment Personality Assessment tool is used to gain deeper insights into your investing preferences and customize a financial approach that aligns with your values.
Tawa believes in staying proactive and adapting to changes in both your life and the financial markets. By regularly reviewing your financial approach and making adjustments as needed, he aims to help you stay on track towards reaching your goals. With access to investment insights from Merrill and banking solutions from Bank of America, Tawa can provide comprehensive financial strategies to address your evolving needs.
As a Merrill Lynch Wealth Management Advisor, Tawa is committed to understanding your unique situation and designing a plan that suits your personality and priorities. By offering personalized investment strategies and comprehensive financial solutions, Tawa strives to help you navigate the complexities of your financial life and pursue your goals with confidence. Contact Tawa Saune to start your journey towards financial success.
Photos
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
-
Cash Back Taxes Inc/Cash Back Tax Solutions8929 J M Keynes Dr #330, Charlotte, NC 28262, United States
-
SCORE6302 Fairview Rd, Charlotte, NC 28210, United States
-
Power BI Consulting Services, LLC3540 Toringdon Way Suite 200, Charlotte, NC 28277, United States
-
The Vanguard Group2525 Water Ridge Pkwy, Charlotte, NC 28217, United States
-
ABTV6100 Fairview Rd #565, Charlotte, NC 28210, United States
-
Sterling Capital Management LLC4350 Congress St #1000, Charlotte, NC 28209, United States
-
DoTax Inc.801 State St, Charlotte, NC 28208, United States
-
A Special Needs Plan101 N McDowell St # 120, Charlotte, NC 28204, United States
-
Value Growth Institute10326 Elven Ln, Charlotte, NC 28269, United States
-
TIAA Financial Services8500 Andrew Carnegie Blvd, Charlotte, NC 28262, United States
-
Raul Guadalupe Notary Public3206 Eastway Dr, Charlotte, NC 28205, United States
-
KASH & Services11709 Fruehauf Dr Ofc 111, Charlotte, NC 28273, United States
-
Accounting Multiservices1101 Tyvola Rd #103, Charlotte, NC 28217, United States
-
Tax Elite6000 Fairview Rd #1253, Charlotte, NC 28210, United States
-
Kobican Fingerprinting Livescan Pro10926 David Taylor Dr STE 120, Charlotte, NC 28262, United States
-
Guadalupe Angel E & Associates3127 Eastway Dr #101, Charlotte, NC 28205, United States
-
Arka Professional Services Inc2418 Central Ave, Charlotte, NC 28205, United States
-
Maydaybooks & multi service6047 Tyvola Glen Cir Suite 124-136, Charlotte, NC 28210, United States
-
McGrant Tax & Bookkeeping435 Bradford Dr, Charlotte, NC 28208, United States
-
Next Wave Tax Services7810 Pineville-Matthews Rd Ste 4 STE 4, Charlotte, NC 28226, United States
-
Perry G. Walker Accounting & Tax Service10223 University City Blvd D, Charlotte, NC 28213, United States
People also searched for
- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Banking Solutions
- Comprehensive Financial Solutions
- Confidence In Investing
- Education Funding Plans
- Estate Planning Services
- Financial Life Navigation
- Financial Planning For Retirement
- Financial Success Guidance
- Goals-Based Wealth Management
- Inheritance Planning
- Investment Insights
- Investment Personality Assessment
- Investment Planning
- Merrill Lynch Advisor
- Merrill Lynch Financial Advisor
- Personalized Investment Strategies
- Retirement Savings Strategies
- Wealth Management Services
- Wealth Transfer Planning
List of local businesses, places and services in North Carolina
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos