Merrill Lynch Financial Advisor Kristyn B O'Meara
180 Fort Couch Road, Upper Saint Clair, Pennsylvania 15241
About the Merrill Lynch Financial Advisor Kristyn B O'Meara
Located on the 5th Floor at 180 Fort Couch Rd, Upper St Clair, PA 15241, Merrill Lynch Financial Advisor Kristyn B O'Meara offers comprehensive financial advisory services with a strong focus on personalized, goals-based strategies. Our team is dedicated to helping clients navigate their complex financial landscapes, providing tailored solutions that align with their aspirations for both lifestyle and legacy.
Services Offered:
1. Investment Solutions: Access a wide range of investment options from Merrill, designed to diversify your portfolio across asset classes such as stocks, bonds, and funds managed by selected money managers. Each investment recommendation comes with detailed explanations, including possible tax implications and associated costs.
2. Banking Products: Leverage the banking capabilities of Bank of America for services like corporate treasury management, securities-based lending, and residential lending.
3. Personalized Financial Planning: We immerse ourselves in the details of your life to anticipate various financial scenarios and prepare for positive outcomes. Our strategies cover areas such as Social Security, college funding, long-term care, downsizing, and purchasing second homes.
4. High-Net-Worth Client Services: We specialize in serving high-net-worth individuals, including parents of growing families, business owners, physicians, corporate executives, and their grown children. Our conversations focus on family concerns and financial goals.
5. Risk-Managed Investing: Beyond traditional investing, we offer strategies to help grow and preserve wealth, often coordinating with your CPAs and attorneys to align tax-minimization and estate planning strategies.
Our Philosophy:
At the core of our practice is a deep appreciation for our clients' unique desires and goals. We view each client's financial situation as a complex puzzle that can benefit from careful analysis. Our approach is highly proactive, involving frequent communication and personal visits to ensure we are fully aligned with your needs and objectives.
Client Commitment:
- Informed Decision-Making: We provide timely insights on market trends and the global economy to help you stay on track with your financial goals.
- Personalized Service: No cookie-cutter strategies; each portfolio is crafted from the ground up to achieve specific financial objectives.
- Collaborative Approach: Efforts are often coordinated with your legal and tax advisors to ensure comprehensive financial planning.
Important Disclosures:
Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Merrill and its affiliates do not provide legal, tax, or accounting advice. Consult your legal and/or tax advisors before making any financial decisions. Additional information about our services, including differences between brokerage and investment advisory services, is available in our Client Relationship Summary.
Photos of Merrill Lynch Financial Advisor Kristyn B O'Meara
180 Fort Couch Rd 5th Floor, Upper St Clair, PA 15241, United States
Opening hours of Merrill Lynch Financial Advisor Kristyn B O'Meara
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
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