Merrill Lynch Financial Advisor Michael S. Sussman 28202 Cabot Road, Laguna Niguel, CA 92677
About the Business
Merrill Lynch Financial Advisor Michael S. Sussman, located at 28202 Cabot Road, Laguna Niguel, California, is a reputable finance institution that prides itself on providing exemplary client service. Recognized by Forbes as "Best-in-State Wealth Advisors" in 2022 and 2023, the institution offers personalized wealth management services to help clients feel secure throughout their lifetime.
The team at Merrill Lynch aims to understand each client's unique wealth situation in order to tailor a personalized plan centered on their goals and aspirations. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service.
As a financial advisor, Michael Sussman's mission is to understand each client's individual needs and priorities. By listening carefully and asking thoughtful questions, he works to design and implement a personalized plan to help clients pursue their financial goals while managing investment risk. With a focus on potential solutions that can turn goals into reality, Michael collaborates with clients to address their financial needs and help them achieve their aspirations.
Through ongoing conversations and regular reviews, the team at Merrill Lynch helps clients stay on track to reach their goals, adjusting their financial approach as needed to reflect changes in their life and the financial markets. By offering personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors strive to help clients navigate the complexities of their financial lives and pursue their long-term goals.
With expertise in retirement planning and a commitment to putting clients first, Michael Sussman and the team at Merrill Lynch are dedicated to providing personalized advice and guidance to help clients live their best financial life. By getting to know each client personally and understanding their unique financial situation, the team designs customized approaches that reflect the client's needs, priorities, and goals.
Please note that investing involves risk, and clients should consult with their legal and tax advisors before making any financial decisions. Merrill offers a range of brokerage, investment advisory, and other services, with a focus on providing tailored solutions to meet each client's specific needs.
Location & Phone number
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States
Hours open
Monday:
7:00 AM - 3:00 PM
Tuesday:
7:00 AM - 3:00 PM
Wednesday:
7:00 AM - 3:00 PM
Thursday:
7:00 AM - 3:00 PM
Friday:
7:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
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