Merrill Lynch Financial Advisor Katherine L. O'Brien
6000 Meadows Road, Lake Oswego, Oregon 97035
About the Merrill Lynch Financial Advisor Katherine L. O'Brien
Merrill Lynch Financial Advisor Katherine L. O'Brien is a finance institution located at 6000 Meadows Road, Lake Oswego, Oregon, United States. Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, Katherine can help create a flexible strategy tailored to today's changing market conditions. She provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. With Merrill Personal Wealth Analysis™, Katherine can help build and document a personalized plan centered on your goals. Her team is dedicated to building strong client relationships based on trust and personalized service. As a financial advisor at Merrill Lynch Wealth Management, Katherine focuses on your family, goals, and priorities, adapting to changes over time. Her mission is to understand you and your goals, designing a personalized plan to help you pursue financial success while managing investment risk. By focusing on potential solutions, Katherine helps turn your goals into reality. She believes in staying connected with you to discuss changes in your life and financial approach, ensuring you stay on track to achieve what's most important. Let's work together to help you achieve your financial goals with a customized investment approach designed for your unique needs. Contact Katherine O'Brien to get the latest investment insights and strategies to live your best financial life.
Photos of Merrill Lynch Financial Advisor Katherine L. O'Brien
6000 Meadows Rd, Lake Oswego, OR 97035, United States
Opening hours of Merrill Lynch Financial Advisor Katherine L. O'Brien
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
-
Oak Hill Tax and Accounting LLC
307 E 2nd St #110, Newberg, OR 97132, United States
-
Accounting Information Management
Dundee, OR 97115, United States
-
Rhonda Powell CPA
2025 NE Baker St Ste C, McMinnville, OR 97128, United States
-
Keizer Business & Tax Services
5020 River Rd N, Keizer, OR 97303, United States
-
Bob M. Keller, CPA
6125 NE Cornell Rd # 220, Hillsboro, OR 97124, United States
-
Robert H Betts LLC LTC
3075 SW 234th Ave # 110, Hillsboro, OR 97123, United States
-
Delozier Accounting Inc
240 SE 2nd Ave, Hillsboro, OR 97123, United States
-
Rice Financial Group
9450 SW Commerce Cir #400, Wilsonville, OR 97070, United States
-
U.S. Bancorp Investments - Financial Advisors: Beaverton
4505 SW Hall Blvd, Beaverton, OR 97005, United States
-
TMG Wealth Advisors, Inc
14631 SW Millikan Way #68, Beaverton, OR 97006, United States
List of local businesses, places and services in Oregon
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos