Merrill Lynch Financial Advisor Neil R Kessel
520 Newport Center Drive, Newport Beach, California, United States
About the Merrill Lynch Financial Advisor Neil R Kessel
Merrill Lynch Financial Advisor Neil R Kessel is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Neil prides himself on building lasting relationships based on trust, loyalty, and delivering concierge level service. He works closely with individuals, families, business owners, and executives to create personalized wealth management strategies. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, Neil helps clients reach their financial goals.
Neil, a Senior Vice President and Senior Financial Advisor, has been with Merrill since 1995. He holds various FINRA registrations and is dedicated to providing a high level of service to his clients. Neil's philosophy is centered around personalized strategies tailored to each client's unique needs and goals. He believes in simplifying the complexities of investing and wealth planning to help clients achieve their financial objectives.
Neil's education, experience, and dedication to his clients make him a trusted advisor in the finance industry. He is committed to helping clients pursue their personal and financial goals, whether it's planning for retirement, funding education, or passing wealth to future generations. By offering access to the investment insights of Merrill and banking solutions from Bank of America, Neil works with clients to develop customized approaches to address their financial needs.
Every relationship with Neil begins with a conversation to identify and prioritize the goals that matter most to each client. With tools such as the Investment Personality Assessment, Neil gains a deeper understanding of each client's investing preferences and goals. By staying informed about changes in clients' lives and goals, Neil helps them make thoughtful adjustments to their financial approach as needed.
At Merrill Lynch Financial Advisor Neil R Kessel, clients can expect personalized service, access to investment insights, and a dedicated advisor who is committed to helping them achieve their financial aspirations. With a focus on building lasting relationships based on trust and loyalty, Neil Kessel provides a comprehensive range of financial services to help clients navigate the complexities of investing and wealth planning.
Photos of Merrill Lynch Financial Advisor Neil R Kessel
520 Newport Center Dr, Newport Beach, CA 92660, United States
Opening hours of Merrill Lynch Financial Advisor Neil R Kessel
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:
Day off
Sunday:
Day off
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