Merrill Lynch Financial Advisor Gregory Soergel
About the Business
Merrill Lynch Financial Advisor Gregory Soergel, located at 1211 Southwest 5th Avenue in Portland, Oregon, offers personalized financial strategies to help clients pursue their long-term goals. The institution takes the time to understand the needs and goals of each individual or organization they work with, providing tailored services to guide investment programs and decision-making. Supported by a team of specialists and resources from Bank of America Corporation, Merrill Lynch Financial Advisor Gregory Soergel helps create strong, compliant benefits programs that engage employees and align with budget objectives. As a Retirement Benefits Consultant and Accredited Financial Advisor, the institution adds value to defined contribution plans by offering expertise and personalized service. With a commitment to building strong client relationships based on trust, Merrill Lynch Financial Advisor Gregory Soergel strives to provide comprehensive financial solutions for individuals and organizations alike.
Photos
Location & Phone number
1211 SW 5th Ave #2400, Portland, OR 97204, United States
Hours open
Monday:
8:00 AM - 3:00 PM
Tuesday:
8:00 AM - 3:00 PM
Wednesday:
8:00 AM - 3:00 PM
Thursday:
8:00 AM - 3:00 PM
Friday:
8:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
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