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Merrill Lynch Financial Advisor Jason Kintner
4900 Hopyard Road, Pleasanton, California, United States
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About the Merrill Lynch Financial Advisor Jason Kintner
Merrill Lynch Financial Advisor Jason Kintner, located at 4900 Hopyard Road, Pleasanton, California, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jason can help you navigate today's changing market conditions and create a flexible strategy that evolves with your needs.
As a dedicated Merrill advisor, Jason believes in building strong relationships with his clients by understanding their family, goals, and priorities. Through the Merrill Personal Wealth Analysis™ process, he works with you to develop a personalized financial plan centered on what matters most to you. By utilizing the Investment Personality Assessment, he can tailor your investment approach to align with your preferences and goals.
With a focus on ongoing communication and regular reviews, Jason helps you stay on track to achieve your financial objectives, whether it's planning for retirement, saving for a major purchase, or passing wealth to future generations. By combining the resources of Merrill and Bank of America, he can provide comprehensive financial solutions to address your needs.
As a Chartered Retirement Planning Counselor™, Jason is registered to do business in multiple states and is dedicated to helping you live your best financial life. With a commitment to putting your needs first and providing personalized investment strategies, Jason Kintner and Merrill Lynch Wealth Management Advisors are here to guide you on your financial journey.
Photos of Merrill Lynch Financial Advisor Jason Kintner
4900 Hopyard Rd, Pleasanton, CA 94588, United States
Opening hours of Merrill Lynch Financial Advisor Jason Kintner
Monday:
07:00 - 15:00
Tuesday:
07:00 - 15:00
Wednesday:
07:00 - 15:00
Thursday:
07:00 - 15:00
Friday:
07:00 - 15:00
Saturday:
Closed
Sunday:
Closed
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