Merrill Lynch Financial Advisor Michael A Hogan 1211 Southwest 5th Avenue, Portland, OR 97204
About the Business
Merrill Lynch Financial Advisor Michael A Hogan, located at 1211 Southwest 5th Avenue, Portland, Oregon, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. By answering a few questions, clients can be paired with advisors best suited to their needs. Hogan's mission is to deeply understand each client's financial picture and create a personalized wealth management strategy to help pursue their goals. By focusing on potential solutions and turning goals into reality, Hogan helps clients manage, grow, and preserve their wealth. Through access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a financial approach tailored to their needs. The institution offers an Investment Personality Assessment to help customize the financial approach based on each client's investing preferences. Success is measured by the progress made towards reaching financial goals, with adjustments made as needed. With a focus on bringing fresh perspectives to financial life, Merrill advisors provide access to investing insights and banking capabilities to help clients make informed decisions. Additionally, Merrill goes beyond the traditional role of an advisor by providing a broad range of brokerage, investment advisory, and other services. Consulting legal and tax advisors before making financial decisions is recommended.
Photos
Location & Phone number
1211 SW 5th Ave #2400, Portland, OR 97204, United States
Hours open
Monday:
08:00 - 15:00
Tuesday:
08:00 - 15:00
Wednesday:
08:00 - 15:00
Thursday:
08:00 - 15:00
Friday:
08:00 - 15:00
Saturday:
Closed
Sunday:
Closed
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