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Merrill Lynch Financial Advisor Thomas M. Konopka
39577 Woodward Avenue, Bloomfield Hills, Michigan, United States
About the Merrill Lynch Financial Advisor Thomas M. Konopka
Merrill Lynch Financial Advisor Thomas M. Konopka is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. Our team specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs and craft customized financial strategies to help them pursue their goals.
Our mission is to understand each client personally and what matters most to them. We believe that financial success can be achieved by making investment-related decisions that align with personally meaningful goals. Drawing upon research in behavioral finance, we use the Investment Personality Assessment to better understand each client's investing preferences and customize their financial approach accordingly.
With access to the investment insights of Merrill and banking solutions from Bank of America, we develop personalized plans to help clients manage, grow, and preserve their wealth while considering their long-term financial goals. Our team is committed to building strong client relationships based on trust and personalized service.
As Certified Financial Planner Board of Standards, Inc. (CFP Board) certified advisors, we provide personalized investment strategies and comprehensive financial solutions to help clients achieve their goals. We understand that both life and financial markets can change over time, so we regularly check in with clients to discuss any adjustments needed to their financial approach.
At Merrill Lynch Financial Advisor Thomas M. Konopka, we prioritize putting our clients first and providing them with the guidance and support they need to navigate their financial journey. Let us work together to help you achieve your goals and live your best financial life.
Photos of Merrill Lynch Financial Advisor Thomas M. Konopka
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States
Opening hours of Merrill Lynch Financial Advisor Thomas M. Konopka
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Day off
Sunday:
Day off
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