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Merrill Lynch Financial Advisor Stephen Hepp
1424 State Street, Santa Barbara, California 93101
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About the Merrill Lynch Financial Advisor Stephen Hepp
Merrill Lynch Financial Advisor Stephen Hepp is a part of The JJD Group, a team of experienced financial professionals located at 1424 State Street, Santa Barbara, California. With over 65 years of combined financial services experience, the team at The JJD Group has been serving the wealth management needs of multiple generations of families since 1970. Their personalized approach begins with a conversation to identify and prioritize your financial goals, whether it's planning for retirement, buying a home, or funding education.
The team at Merrill Lynch believes in helping clients make investment decisions that align with their personal goals. They offer insights, observations, and ideas to support clients in their pursuit of financial success. Recognized for their exemplary client service, the team has received accolades from Forbes for their wealth management expertise.
Supported by the global resources of Merrill Lynch, the team is committed to building strong client relationships based on trust and personalized service. They offer services such as Merrill Personal Wealth Analysis™ to help clients build and document a personalized financial plan centered on their goals.
As experienced financial advisors, the team at Merrill Lynch will work with you to develop a customized investment approach to address your needs and pursue your goals. They prioritize putting clients first and offer one-on-one relationships with dedicated advisors.
With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Stephen Hepp and The JJD Group are dedicated to helping clients navigate the complexities of their financial lives and achieve their long-term goals.
Photos of Merrill Lynch Financial Advisor Stephen Hepp
1424 State St, Santa Barbara, CA 93101, United States
Opening hours of Merrill Lynch Financial Advisor Stephen Hepp
Monday:
07:30 - 16:00
Tuesday:
07:30 - 16:00
Wednesday:
07:30 - 16:00
Thursday:
07:30 - 16:00
Friday:
07:30 - 16:00
Saturday:
Closed
Sunday:
Closed
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