Merrill Lynch Financial Advisor Prashant Pandya
4242 Six Forks Road, Raleigh, NC 27609
About the Business
Merrill Lynch Financial Advisor Prashant Pandya, located at 4242 Six Forks Road, Raleigh, North Carolina, United States, offers a personalized wealth management experience tailored to individual and business needs. Prashant, a Certified Financial Planner and Certified Plan Fiduciary Advisor, takes the time to understand each client's values, goals, and priorities before developing a customized financial strategy. With access to the global resources of Merrill, Prashant's team works to build strong client relationships based on trust and personalized service. The institution's mission is to help clients achieve their financial and retirement goals while managing investment risk. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive insights and resources to make informed decisions about their financial future. By staying connected with clients and adapting to changes in their lives and the financial markets, Prashant and his team strive to help clients pursue their goals and live their best financial life.
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Audit & Consulting
- Business Investment Advice
- Certified Financial Planner
- Estate Planning
- Fiduciary Advisor
- Financial Advisor Raleigh Nc
- Financial Analysis
- Income Tax Preparation
- Investment Options
- Investment Personality Assessment
- Investment Risk Management
- Investor Education
- Merrill Personal Wealth Analysis
- Personalized Financial Planning
- Retirement Planning Strategies
- Retirement Savings Plans
- Small Business Finance
- Tax Planning
- Wealth Management Services
- Wills And Trusts
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