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Merrill Lynch Financial Advisor Jamie O'Connor
Charleston, West Virginia, United States
About the Merrill Lynch Financial Advisor Jamie O'Connor
Merrill Lynch Financial Advisor Jamie O'Connor" located in Charleston, West Virginia, United States. O'Connor & Associates is a dynamic financial advisory team that believes in building strong relationships through teamwork and involvement. They offer customized wealth management services to clients, businesses, and families across the country. Their goals-based wealth management process begins by getting to know you and your family, so they can create personalized strategies to help you pursue your dreams.
Services provided by O'Connor & Associates include retirement strategies, life insurance analysis, residential lending, alternative investments, estate preparation, cash management, professional practice lending, retirement plan design, and business succession planning. They work with clients' CPAs and attorneys to ensure comprehensive financial planning.
The institution also offers fiduciary advisory services to help plan fiduciaries make informed investment decisions and secure their participants' financial futures. They provide a legacy of service excellence and a team of experienced advocates for service excellence and financial wellness.
Merrill Lynch Financial Advisor Jamie O'Connor is dedicated to helping clients achieve their financial goals by providing personalized advice and guidance. They offer a comprehensive approach that takes into account your aspirations, priorities, and life changes. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a financial plan tailored to your needs.
The institution believes that financial success can be achieved through informed decision-making and trade-offs that align with your personal goals. They offer tools like the Investment Personality Assessment to help customize your financial approach and track changes in your life and goals over time. By working together, they aim to help you achieve your financial goals and stay on track for the future.
Photos of Merrill Lynch Financial Advisor Jamie O'Connor
500 Lee Street E Suite 1100, Laidley Tower, Charleston, WV 25301, United States
Opening hours of Merrill Lynch Financial Advisor Jamie O'Connor
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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