Merrill Lynch Financial Advisor John P Sales

Merrill Lynch Financial Advisor John P Sales is a finance institution located at 921 Walnut Street, Boulder, Colorado, United States. They prioritize understanding your life priorities to create a personalized financial plan tailored to you, your family, and your goals. With a team of experienced financial advisors, they offer a balanced approach to financial planning through various market cycles. Their goal is to help you manage your wealth effectively to achieve outcomes that are personally meaningful to you. The team at Merrill Lynch believes in building strong client relationships based on trust and personalized service.

Alissa, a dedicated advisor at Merrill Lynch, has a background in Environmental Studies and Management and has been serving clients since 1999. She is committed to helping clients achieve their financial goals by creating personalized plans centered around their unique needs and aspirations. The team uses Merrill Personal Wealth Analysis™ to build and document personalized plans focused on clients' goals and objectives.

The institution offers a range of financial services, including investment strategies and comprehensive financial solutions. They are dedicated to helping clients navigate the complexities of their financial lives and stay on track to achieve their goals. Merrill Lynch Wealth Management Advisors prioritize getting to know clients personally to create a financial approach that reflects their personality and life priorities.

Certified by the Certified Financial Planner Board of Standards, Inc., Merrill Lynch advisors offer expert guidance on investment strategies and financial planning. They provide the latest investment insights, tips, and strategies to help clients live their best financial life. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results. Merrill offers a broad range of brokerage, investment advisory, and other services to meet the unique needs of each client.