Merrill Lynch Financial Advisor Matt MacKay
501 South Austin Avenue, Georgetown, TX 78626
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
501 S Austin Ave #1110, Georgetown, TX 78626, United States
About the Business
Merrill Lynch Financial Advisor Matt MacKay, located at 501 South Austin Avenue, Georgetown, Texas, offers a concierge-oriented wealth management practice that prioritizes trust, transparency, and consistent evaluation. Their team works with clients at their convenience, even making house calls, to deliver a comprehensive and personalized relationship. Specializing in complex households and women serving as the Family Financial Officer, they are dedicated to honoring close relationships with their clients.
With a focus on helping clients plan for their financial future, Merrill Lynch Financial Advisor Matt MacKay begins by determining each client's investment style and identifying individual goals that are personally meaningful. By understanding how clients think about investing, they design a comprehensive strategy to maximize financial resources and achieve long-term goals.
The institution's approach to investing is grounded in getting to know each client personally, prioritizing their goals, and building an individualized plan that reflects their unique needs. Through the Investment Personality Assessment, they gain a deeper understanding of each client's investing preferences and tailor their financial approach accordingly.
As a Registered Senior Wealth Management Client Associate, Merrill Lynch Financial Advisor Matt MacKay is committed to building strong client relationships based on trust, integrity, and personalized service. They offer comprehensive financial solutions, supported by the global resources of Merrill, to help clients address virtually every financial challenge they may face.
With a philosophy centered on trust and open communication, Merrill Lynch Financial Advisor Matt MacKay aims to help clients achieve their goals by focusing on what matters most to each individual. By staying informed of changes in clients' lives and revisiting their financial approach, they strive to keep clients on track to reach their financial objectives. Whether it's planning for retirement, saving for education, or investing for the future, Merrill Lynch Financial Advisor Matt MacKay is dedicated to helping clients navigate the complexities of their financial lives.
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