Merrill Lynch Financial Advisor Brian Blick 3401 College Boulevard, Leawood, KS 66211
About the Business
Merrill Lynch Financial Advisor Brian Blick is a finance institution located at 3401 College Boulevard, Leawood, Kansas, United States. We provide exceptional service and comprehensive solutions tailored to our clients' financial needs, taking into account factors such as risk tolerance, time horizon, and overall investment goals. Our team utilizes a cross-functional approach to wealth management, bringing together a multi-generational team with diverse skills and experiences to benefit clients of all ages.
We believe in building strong client relationships based on trust and personalized service. Our process begins with a detailed assessment of your financial situation and discussions about your goals and priorities. We then design and implement a wealth management strategy to help you pursue your financial objectives while navigating the complexities that may arise.
Our team has access to the broad investing resources of Merrill Lynch, allowing us to provide customized investment strategies to our clients. We offer services such as wealth accumulation, retirement income planning, education funding, wealth transfer planning, and access to estate planning services through Bank of America Private Bank.
In addition to wealth management and investment guidance, we also provide comprehensive banking and investment services. Our team is well-equipped to assist clients in various areas beyond investments, helping them manage all aspects of their financial lives in one convenient location.
We are committed to giving back to our community and have participated in various charitable events, such as supporting Christmas Families, Inc and Red Bags KC. Our team members have sponsored families and children during the holiday seasons, providing gifts and household items to those in need in the Kansas City metro area.
Merrill Lynch Financial Advisor Brian Blick has been recognized for exemplary client service by financial industry publications and Bank of America Corporation. We are proud of our advisors who have received accolades such as Forbes "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors."
Our goal is to help you achieve what is most important to you by developing a personalized wealth management approach for the future. We understand that your life and financial goals may change over time, and we are here to help you stay on track and make adjustments as needed. Contact us to learn more about how we can assist you in building a customized investment approach to address your needs and pursue your goals.
Photos
Hours open
Monday:
08:00 - 16:00
Tuesday:
08:00 - 16:00
Wednesday:
08:00 - 16:00
Thursday:
08:00 - 16:00
Friday:
08:00 - 16:00
Saturday:
Closed
Sunday:
Closed
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