Merrill Lynch Financial Advisor Michael R Oster

Merrill Lynch Financial Advisor Michael R Oster, located at 1111 Broadway in Oakland, California, is a trusted finance institution that believes in building strong client relationships through teamwork and client involvement. With a combined 90 years of industry experience, The Oster Group aims to understand clients' priorities and help them achieve their financial goals without unnecessary investment risk.

The team offers a suite of services that integrate multiple wealth disciplines, taking into consideration each client's overall financial picture. By conducting in-depth conversations and utilizing the Investment Personality Assessment, the advisors at Merrill Lynch tailor a customized wealth management strategy to help clients pursue what matters most to them.

The Oster Group oversees over $500 million in client balances and provides access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America. In addition to wealth accumulation and preservation, the team focuses on areas beyond portfolio management, such as financing, credit services, impact investing, and environmental, social, and governance (ESG) considerations.

Clients can expect personalized service and trusted financial guidance from Merrill Lynch Financial Advisor Michael R Oster and his team, who are committed to helping clients navigate the complexities of the financial landscape and achieve their long-term goals.