Merrill Lynch Financial Advisor Margarita M San Juan
520 Newport Center Drive, Newport Beach, California, United States
About the Merrill Lynch Financial Advisor Margarita M San Juan
Merrill Lynch Financial Advisor Margarita M San Juan, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to managing your wealth through personalized strategies tailored to your goals and priorities. With certifications including CEPA, CPWA, CDFA, CPFA, and CRPC, Margarita M San Juan offers access to the investment insights of Merrill and the banking solutions of Bank of America. By participating in the community and volunteering with local organizations, the team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, a personalized plan centered on your goals can be developed and adjusted as your life and financial situation evolve. With a focus on understanding your unique needs and aspirations, Margarita San Juan works with you to design and implement a financial plan that helps you pursue your goals while managing investment risk. By staying informed about changes in your life and revisiting your financial approach, the team at Merrill Lynch aims to help you stay on track to achieve what matters most to you. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, Merrill Lynch Financial Advisor Margarita M San Juan is dedicated to helping you achieve your financial goals.
Photos of Merrill Lynch Financial Advisor Margarita M San Juan
520 Newport Center Dr, Newport Beach, CA 92660, United States
Opening hours of Merrill Lynch Financial Advisor Margarita M San Juan
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
-
Tax Helpers
1350 Old Bayshore Hwy Ste. 520, Burlingame, CA 94010, United States
-
AMIRACO Tax Service
2644 Appian Way Suite 205, Pinole, CA 94564, United States
-
Kresteller Daniel T CPA
426 Main St, Half Moon Bay, CA 94019, United States
-
Josh Sterling, Wealth Strategist at Camas Advice
8733 Lakewood Dr Suite 210, Windsor, CA 95492, United States
-
IZELLA TAX RELIEF - Tax Consulting I Tax Attorney & IRS Agent I Tax Relief Settlement I San Francisco & Daly City, CA
151 87th St ste 12, Daly City, CA 94015, United States
-
Martin Benck - Prudential Financial
110 Stony Point Rd # 220, Santa Rosa, CA 95401, United States
-
Michelle Roxanne Martin: Primerica - Financial Services
2790 Coleman Glen Ln FIRST FLOOR, Santa Rosa, CA 95407, United States
-
DLA Piper
3203 Hanover St Suite 100, Palo Alto, CA 94304, United States
-
Kugelman Law, P.C.
21 Tamal Vista Blvd # 202, Corte Madera, CA 94925, United States
-
Kiem Barbara J Attorney At Law
750 Menlo Ave, Menlo Park, CA 94025, United States
List of businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos