Merrill Lynch Financial Advisor Charles R Baker
2850 Northwest 43rd Street, Gainesville, FL 32606
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
Photos
Location & Phone number
2850 NW 43rd St, Gainesville, FL 32606, United States
About the Business
Merrill Lynch Financial Advisor Charles R Baker is a finance institution located at 2850 Northwest 43rd Street, Gainesville, Florida, United States. Their mission is to understand each client individually to create a personalized financial plan that helps them achieve their goals while managing investment risks. With access to Merrill's investment insights and Bank of America's banking solutions, they work with clients to develop a tailored approach to address their financial needs.
The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to create a customized plan centered on the client's goals. By regularly checking in and revisiting the financial approach, they help clients stay on track to achieve what's most important to them.
The advisors at Merrill Lynch Wealth Management have received recognition for their exemplary client service. They work with clients to address financial complexities and build a customized investment approach that aligns with their needs and goals. The institution puts the client first, offering one-on-one relationships with dedicated advisors to guide them through their financial journey.
Certified by the Certified Financial Planner Board of Standards, Inc. and holding the Chartered Retirement Planning Counselor™ certification, the advisors at Merrill Lynch offer personalized investment strategies and comprehensive financial solutions. They provide the latest investment insights, tips, and strategies to help clients live their best financial life.
Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions. The institution offers a broad range of services, including brokerage, investment advisory, and financial planning. Clients can speak with their Merrill financial advisor to understand the differences between these services and select the one that best suits their needs.
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