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Merrill Lynch Financial Advisor Daniel J. Ingles
750 Trade Centre Way, Portage, Michigan, United States
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About the Merrill Lynch Financial Advisor Daniel J. Ingles
Merrill Lynch Financial Advisor Daniel J. Ingles is a finance institution located at 750 Trade Centre Way, Portage, Michigan, United States. Managing wealth begins with a deep understanding of your financial picture, and Daniel J. Ingles can help create a flexible strategy tailored to your needs. With access to investment insights from Merrill and banking solutions from Bank of America, you can work towards your financial goals through personalized wealth management strategies. Daniel J. Ingles is dedicated to participating in the community and volunteering with local organizations.
The team at Merrill Lynch Wealth Management, led by Daniel J. Ingles, focuses on your family, goals, and priorities to create a customized investment approach. By getting to know you personally, Daniel can help you design a financial plan that reflects your unique needs and helps you pursue your aspirations. Regular check-ins and adjustments to your financial approach ensure that you stay on track to achieve what matters most to you.
As a Registered Senior Wealth Management Client Associate, Daniel J. Ingles offers personalized investment strategies and comprehensive financial solutions to address your needs and goals. With certifications including Chartered Retirement Planning Counselor™ (CRPC™) and Certified Financial Planner™ (CFP®), Daniel is equipped to guide you through the complexities of your financial life.
Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. It's recommended to consult with your legal and tax advisors before making any financial decisions. Daniel J. Ingles is registered to do business in multiple states and is committed to helping you achieve your financial goals through personalized and comprehensive wealth management strategies.
Photos of Merrill Lynch Financial Advisor Daniel J. Ingles
750 Trade Centre Way Suite 120, Portage, MI 49002, United States
Opening hours of Merrill Lynch Financial Advisor Daniel J. Ingles
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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