Merrill Lynch Financial Advisor Craig D Korkow

Merrill Lynch Financial Advisor Craig D Korkow, located at 13321 California Street in Omaha, Nebraska, United States, offers insights, observations, and ideas to help clients pursue their financial goals. Craig focuses on helping clients structure detailed retirement plans by providing financial advice and guidance. With a goals-based approach, he integrates the emotional side of life's balance sheet while applying time-tested allocation and diversification strategies. Graduating Summa Cum Laude in Economics from South Dakota State University, Craig served in the United States Army for 4 years before joining Merrill Lynch Wealth Management in 2000.

Merrill Personal Wealth Analysis™ helps build and document personalized plans centered on clients' goals. The institution focuses on what clients care about most - family, goals, and priorities - even as they change over time. Craig's mission is to understand clients and what matters most to them, asking thoughtful questions to design and implement personalized plans to help manage investment risk and pursue financial goals. By providing access to investment insights from Merrill and banking solutions from Bank of America, Craig works with clients to develop approaches to address their financial needs.

Every relationship with clients begins with a conversation to identify and prioritize goals that matter most. Through the Investment Personality Assessment, Merrill gets to know clients better as investors to refine their investing preferences and customize financial approaches. As life and goals change, Merrill provides tools to help clients keep track of these changes in their financial approach. Craig believes financial success can be achieved by making investment-related decisions that help reach personally meaningful goals, whether planning for retirement, buying a home, funding education, or passing wealth to future generations.

Merrill Lynch Wealth Management Advisors help clients navigate financial complexities and build customized investment approaches to address their needs and pursue their goals. With a dedicated Merrill advisor, clients receive personalized investment strategies and comprehensive financial solutions from Bank of America. Craig Korkow is registered to do business in multiple states and holds certifications such as Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC™). Investing involves risk, and Merrill strives to help clients stay on track regardless of market fluctuations. They provide the latest investment insights, tips, and strategies to help clients live their best financial life.