Merrill Lynch Financial Advisor Nick K Cassidy
1424 State Street, Santa Barbara, CA 93101
Location & Phone number
1424 State St, Santa Barbara, CA 93101, United States
About the Business
Merrill Lynch Financial Advisor Nick K Cassidy is a finance institution located at 1424 State Street, Santa Barbara, California, United States. Merrill is proud of their advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. The team is committed to providing exemplary client service and building strong relationships based on trust and personalized service. Their team, supported by the global resources of Merrill, consists of talented and experienced individuals who are dedicated to helping clients achieve their financial goals. They offer comprehensive financial approaches to help clients pursue their goals and values, whether they are facing life-changing events or investment challenges. The team at Merrill Lynch Wealth Management strives to treat clients with care and attention, offering guidance and support in all aspects of their financial lives. With access to the banking, credit, and lending services of Bank of America, they can help address virtually any financial need. The team focuses on helping clients start on the proper footing, aligning goals with funding, adapting to change and uncertainty, and staying on track to achieve what's most important to them. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their unique needs and priorities. Working with Merrill Lynch Financial Advisor Nick K Cassidy means having a dedicated financial concierge at your disposal to help demystify the wealth management process and guide you towards your financial goals. Let Merrill Lynch Wealth Management help you achieve your goals and live your best financial life.
Hours open
Monday:
7:30 AM - 3:00 PM
Tuesday:
7:30 AM - 3:00 PM
Wednesday:
7:30 AM - 3:00 PM
Thursday:
7:30 AM - 3:00 PM
Friday:
7:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Advisor
- Audit & Consulting
- California Financial Advisors
- Client-Centric Wealth Management
- Customized Investment Plans
- Estate Planning Services
- Expert Financial Advice
- Financial Advisor Nick K Cassidy
- Financial Concierge Services
- Financial Goal Achievement
- Financial Planning Experts
- Financial Wellness Programs
- Inheritance Planning
- Investment Education Resources
- Investment Portfolio Management
- Investment Solutions For Clients
- Long-Term Wealth Preservation
- Merrill Lynch Investment Advice
- Merrill Lynch Wealth Management
- Personal Finance Guidance
- Retirement Planning Strategies
- Risk Management Solutions
- Tax Planning And Optimization
- Wealth Management Services
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