Merrill Lynch Financial Advisor William Fusco
14636 North Scottsdale Road, Scottsdale, AZ 85254
About the Business
Merrill Lynch Financial Advisor William Fusco is located at 14636 North Scottsdale Road in Scottsdale, Arizona, United States. With over 30 years of experience in finance, Bill Fusco is dedicated to building lasting client relationships by providing exceptional guidance and service. He specializes in wealth accumulation, preservation, growth, and transfer through individually tailored wealth management strategies. His services include portfolio development, tax minimization, retirement planning, and asset preservation. Bill also advises business owners and executives on cash management, stock options, benefits, and succession planning. He holds a degree in economics from the University of Arizona and has earned the Chartered Retirement Planning CounselorSM designation. Bill's team at Merrill Lynch Wealth Management is committed to providing personalized service based on trust and understanding of each client's goals and priorities. By utilizing the Merrill Personal Wealth Analysis™, Bill helps clients create personalized financial plans centered on achieving their aspirations. With access to the global resources of Merrill, Bill and his team offer comprehensive financial solutions tailored to each client's unique needs. As a Merrill Lynch Wealth Management Advisor, Bill Fusco is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives to pursue their goals.
Photos
Location & Phone number
14636 N Scottsdale Rd, Scottsdale, AZ 85254, United States
Hours open
Monday:
7:00 AM - 3:00 PM
Tuesday:
7:00 AM - 3:00 PM
Wednesday:
7:00 AM - 3:00 PM
Thursday:
7:00 AM - 3:00 PM
Friday:
7:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Consulting
- Audit & Consulting
- Asset Preservation
- Benefits
- Business Owner Services
- Cash Management
- Chartered Retirement Planning Counselor
- Estate Planning
- Executive Financial Planning
- Financial Advisor
- Financial Planning
- Individual Wealth Planning
- Investment Advice
- Investment Strategy
- Long-Term Investing
- Merrill Personal Wealth Analysis
- Personalized Wealth Management
- Portfolio Development
- Retirement Planning
- Stock Options
- Succession Planning
- Tax Minimization
- Wealth Accumulation
- Wealth Management
- Wealth Preservation
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