Merrill Lynch Financial Advisor Jeffrey Fichtner

Merrill Lynch Financial Advisor Jeffrey Fichtner is located at 520 Newport Center Drive in Newport Beach, California, United States. Our team at The Newport Group believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We are dedicated to providing personalized financial advice and guidance, tailored to your individual needs and goals. Our mission is to understand what matters most to you, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk.

We believe in focusing on potential solutions that can turn your goals into reality, whether it's planning for future healthcare expenses, saving for college, or passing your wealth to future generations. By utilizing the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop an approach to address your financial needs. Our team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.

We offer the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. Our goal is to help you stay on track to achieve what's most important to you, by regularly reviewing your goals and financial approach. With access to the latest investment insights, tips, and strategies, we are here to help you live your best financial life. Let's work together to help you achieve your goals and create a financial approach that reflects your unique needs and priorities.