TOP 30 Family focused living in San Francisco, California
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Kyle Celio MFT
● OpenKyle Celio MFT is a health institution located at 3646 24th Street in San Francisco, California, United States. This institution is dedicated to providing mental health services and therapy to individuals, couples, and families. Kyle Celio MFT offers a safe and supportive environment for clients to explore their emotions, thoughts, and behaviors in order to improve their overall well-being. With a focus on holistic and client-centered care, Kyle Celio MFT is committed to helping clients achieve their mental health goals and live happier, healthier lives.
3646 24th St, San Francisco, CA 94110, United States -
Ellen Marino, LMFT
● OpenEllen Marino, LMFT is a health institution located at 55 New Montgomery Street in San Francisco, California, United States. Specializing in individual adults, couples, families, and adolescents, Ellen Marino believes in empowering her clients to be the stars of their own lives and the authors of their own stories. With a background in family systems, cognitive behavioral therapy, solution-focused and narrative approaches, Ellen works with clients to develop personalized plans for reaching their goals and experiencing positive growth. She has experience in areas such as anxiety, depression, relationships, self-esteem, life/career transitions, substance abuse, and grief and loss. Ellen Marino holds a bachelor's degree in English from Boston College, an M.B.A. from Duke University, and a master's degree in Counseling Psychology from the University of San Francisco. She is a certified instructor in Myers-Briggs Type Indicator and has completed Integrative Medicine Education with specialization in Guided Imagery and Expressive Arts. Ellen offers affordable fees and accepts insurance from various providers. With flexible day and evening hours, she can be reached at (415) 564-3936 for appointments at her office on 605 Market Street, Suite 1103, San Francisco. Ellen Marino, M.A., M.B.A. is a Licensed Marriage Family Therapist #78393, dedicated to helping clients explore challenging issues and achieve personal growth.
55 New Montgomery St #303, San Francisco, CA 94105, United States -
Ah Sam Floral Co
● OpenAh Sam Floral Co. is San Mateo and Silicon Valley's premier florist, offering a wide range of floral and plant designs, home and business décor, and gift baskets. Family owned since 1933, we have been delivering the finest nature has to offer for over 84 years. Our unique flowers and plants, seasonal varieties, and traditional favorites create emotional connections for all occasions, from birthdays to holidays to just because arrangements. With a focus on love and romance, anniversaries, thank you gifts, new babies, get well wishes, sympathy, and more, we enhance lives with the beauty of flowers. Our delivery service offers same-day delivery to most cities in the San Francisco Bay Area and East Bay, including hospitals, universities, funeral homes, and memorial parks in San Mateo, San Francisco, Santa Clara, San Jose, Alameda, and Contra Costa counties. We can also arrange national or international delivery through our network of preferred florists. Whether you order online, call us, or visit our store in San Mateo, we are dedicated to providing exceptional service and high-quality floral arrangements.
2645 S El Camino Real, San Mateo, CA 94403, United States -
Misha Sivia, Psychiatrist
● OpenMisha Sivia, Psychiatrist is a leading mental health institution located at 490 Post Street in the heart of San Francisco, California. Dr. Sivia is a highly experienced psychiatrist who provides compassionate and personalized care to patients struggling with various mental health issues. With a focus on evidence-based treatments and a holistic approach to mental wellness, Dr. Sivia offers comprehensive evaluations, medication management, and therapy services to help individuals achieve optimal mental health. Whether you are dealing with anxiety, depression, bipolar disorder, or other mental health concerns, Dr. Sivia is dedicated to helping you live a happier and healthier life.
490 Post St STE 1043, San Francisco, CA 94102, United States -
One Medical: Noe Valley - 24th St
● OpenOne Medical: Noe Valley - 24th St is a primary care institution located at 3885 24th Street in San Francisco, California. We provide exceptional care for adults of all ages, including seniors on Medicare, with a focus on building real relationships with our patients. Our member experience is designed for convenience, with same-day appointments, 24/7 video chat, and compassionate providers who listen. We offer a range of services from preventive medicine to managing chronic illnesses, helping you live a happier, healthier life. Metered street parking is available on 24th Street, and there is 2-hour street parking available on side streets. Our office is located between Sanchez and Vicksburg, and unfortunately, bikes are not allowed inside the building. We accept most commercial insurance plans, Original Medicare, and self-pay options for those without insurance.
3885 24th St, San Francisco, CA 94114, United States -
Timothy Lee Health Services
● OpenTimothy Lee Health Services is a leading health institution located at 275 6th Avenue in San Francisco, California, United States. Our dedicated team of healthcare professionals is committed to providing high-quality medical care and personalized services to our patients. From routine check-ups to specialized treatments, we offer a wide range of healthcare services to meet the needs of individuals and families in the community. With a focus on preventative care and wellness, Timothy Lee Health Services strives to promote healthy living and improve the overall well-being of our patients. Visit us today to experience compassionate care and exceptional medical expertise.
275 6th Ave UNIT 104, San Francisco, CA 94118, United States -
California Pacific Medical Center Psychiatry
● OpenCalifornia Pacific Medical Center Psychiatry is a renowned medical institution located at 2340 Clay Street in San Francisco, California. Specializing in psychiatry, this facility offers comprehensive mental health services provided by a team of highly skilled doctors and health professionals. Patients can expect personalized care and treatment plans tailored to their individual needs. With a focus on promoting mental well-being and improving quality of life, California Pacific Medical Center Psychiatry is a trusted destination for those seeking expert mental health care in the United States.
2340 Clay St, San Francisco, CA 94115, United States -
One Medical: Hemalee Patel, DO
● OpenOne Medical: Hemalee Patel, DO is a reputable medical institution located at 559 Clay Street in San Francisco, California, United States. Dr. Hemalee Patel, a Doctor of Osteopathic Medicine, provides compassionate and personalized healthcare services to patients of all ages. With a focus on preventive care and holistic wellness, Dr. Patel strives to empower her patients to take control of their health and live their best lives. Whether you need a routine check-up, treatment for a chronic condition, or guidance on maintaining a healthy lifestyle, One Medical: Hemalee Patel, DO is dedicated to providing high-quality care in a welcoming and comfortable environment.
559 Clay St 2nd floor, San Francisco, CA 94111, United States -
Grandinetti & Young
● OpenGrandinetti & Young is a reputable health institution located in San Francisco, California. Specializing in providing top-notch medical care, the doctors at Grandinetti & Young are dedicated to ensuring the well-being and health of their patients. With a focus on personalized care and cutting-edge treatments, this institution is committed to helping individuals achieve and maintain optimal health. Whether you are in need of routine check-ups, specialized treatments, or expert medical advice, Grandinetti & Young is the place to turn to for all your healthcare needs.
San Francisco, CA 94112, United States -
Hamilton Walker Advisers
● OpenHamilton Walker Advisers is a finance institution located at 2193 Fillmore Street in San Francisco, California, United States. Our approach to financial planning is centered around providing personalized and conflict-free advice that is tailored to each client's specific needs and goals. With over 15 years of experience in the industry, founder Sarah identified a need for more compassionate and educational financial planning services. We work with a diverse range of clients, from young professionals looking to learn the basics of financial planning to retirees focused on living comfortably and leaving a legacy. Our collaborative approach allows clients to choose how they want to partner with us, whether it's working with existing strategies or creating new ones based on their preferences and our industry expertise.
2193 Fillmore St, San Francisco, CA 94115, United States -
Merrill Lynch Financial Advisor Anna Karpova
● OpenMerrill Lynch Financial Advisor Anna Karpova, located at 555 California Street, San Francisco, California, United States, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Anna Karpova can help you create a flexible financial plan that adapts to changing market conditions. By participating in the community and volunteering with local organizations, Anna Karpova demonstrates a commitment to serving clients beyond financial advice. Through the Merrill Personal Wealth Analysis™, Anna Karpova can develop a personalized plan centered on your aspirations and priorities. By understanding your investment personality and preferences, she can customize a financial approach to help you pursue what matters most to you. With ongoing discussions and adjustments to your financial approach, Anna Karpova aims to keep you on track to achieve your goals, whether it's planning for retirement, funding education, or passing wealth to future generations.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Claudia Denton
● OpenMerrill Lynch Financial Advisor Claudia Denton, located at 555 California Street in San Francisco, California, is a premier finance institution offering personalized wealth management services. With over 15 years of experience in the financial industry, Claudia specializes in developing strategies for portfolio management, concentrated stock, wealth transfer, and philanthropy for corporate executives and high net worth families. She is fluent in Spanish and has worked on projects in over 10 foreign countries. At Merrill Lynch Wealth Management, Claudia and her team focus on building strong client relationships based on trust and personalized service. They start by having a conversation with clients to identify and prioritize their financial goals, helping them create a personalized plan centered on their goals and focused on what they want to achieve. The team offers a breadth of potential solutions, premier customer service, and financial tools based on each client's unique circumstances.
555 California St, San Francisco, CA 94104, United States -
Sunshine House Cleaning
● OpenSunshine House Cleaning, located on Geary Boulevard in San Francisco, California, is your go-to solution for all your cleaning needs. Moving houses can be a stressful time, but with our services, you can leave the cleaning to us and focus on settling into your new home. Our team specializes in deep cleaning to ensure the cleanliness and sanity of your living space for you and your family. From maid services to one-time cleanings, move-out cleanings, and even carpet cleaning, we offer a wide range of top-notch services to meet your needs.
Geary Blvd, San Francisco, CA 94118, United States -
JCCSF Fitness Center
● OpenLocated at 3200 California Street in San Francisco, California, the JCCSF Fitness Center is a top-notch gym and health institution offering a wide range of services to help members live their healthiest lives. With a holistic approach to fitness focusing on mindset, nutrition, movement, and recovery, this facility provides state-of-the-art equipment, expert instruction, and modern amenities across multiple floors. The Gallanter Family Aquatics Center features a lap pool, warm water recreation pool, and hot tub for various aquatic activities. Members can purchase fitness and community memberships, personal training, Pilates Reformer packages, and more. The facility also includes full-service men's and women's locker rooms with a sauna and shvitz, as well as on-site parking. With a friendly and helpful staff, clean and well-organized spaces, and a variety of classes and training options, the JCCSF Fitness Center is a beloved community hub for fitness enthusiasts of all ages.
3200 California St, San Francisco, CA 94118, United States -
Merrill Lynch Financial Advisor Patrick Phillips
● OpenMerrill Lynch Financial Advisor Patrick Phillips is a reputable financial institution located at 555 California Street, San Francisco, California, United States. Specializing in finance, Patrick Phillips is dedicated to building and maintaining strong relationships with clients. With a passion for helping individuals and families make important financial decisions, Patrick offers personalized wealth management strategies tailored to each client's unique goals and priorities. By providing access to investment insights from Merrill and banking solutions from Bank of America, Patrick works to create flexible strategies that adapt to changing market conditions. Through the Merrill Personal Wealth Analysis™, clients can receive personalized plans centered around their specific goals and aspirations. Patrick's approach focuses on understanding each client's individual needs and designing a customized plan to help them pursue financial success while managing investment risk.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Dan Loucks
● OpenMerrill Lynch Financial Advisor Dan Loucks is a finance institution located at 555 California Street, San Francisco, California, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Dan Loucks does not provide legal or tax advice in his current role with Merrill. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, even as they change over the years. The institution believes that financial success can be achieved by making investment-related decisions that help you reach personally meaningful goals.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Joseph M Nowak
● OpenMerrill Lynch Financial Advisor Joseph M Nowak, located at 101 California Street, San Francisco, California, United States, is a prestigious finance institution supported by the global resources of Merrill. The team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation to identify and prioritize your goals, the advisor helps you make investment decisions aligned with your values and aspirations. The Investment Personality Assessment is used to customize your financial approach and provide insights tailored to your preferences. With access to the resources of Merrill and Bank of America, the advisor helps you develop a plan to manage, grow, and preserve your wealth. The mission is to understand you and what matters most, designing a personalized plan to pursue your financial goals while managing investment risk. Merrill Personal Wealth Analysis™ is used to build a plan centered on your goals. Regular check-ins ensure your financial approach reflects changes in your life and the markets. Together, you and your advisor review your progress and make adjustments to stay on track. The dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor ensures personalized investment strategies and comprehensive financial solutions. Certified by the CFP Board, the advisor provides insights, tips, and strategies to help you live your best financial life. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage and investment advisory, with differences in advice, fees, and obligations. The institution is committed to helping you achieve your goals and navigate the complexities of your financial life.
101 California St 25th Floor, San Francisco, CA 94111, United States -
Merrill Lynch Financial Advisor Mason P. McCloskey
● OpenMerrill Lynch Financial Advisor Mason P. McCloskey is a finance institution located at 555 California Street, San Francisco, California, United States. Mason is a CERTIFIED FINANCIAL PLANNER™ professional who is dedicated to building and maintaining strong relationships with clients. With a focus on creative wealth management strategies and access to banking and lending services, Mason works with individuals, families, and businesses to develop sustainable financial plans. His approach values transparency, continuous learning, and exceptional service to all clients. Mason earned his B.S. in Economics with a concentration in Finance from Cal Poly, San Luis Obispo. He is passionate about helping clients make important financial decisions and is committed to providing personalized advice and guidance based on their goals and priorities. As an avid sports fan and golfer, Mason enjoys spending time with friends and family on the weekends.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Laura Rose Rennels
● OpenMerrill Lynch Financial Advisor Laura Rose Rennels, located at 555 California Street, San Francisco, California, United States, is a finance institution that prioritizes understanding your life goals and aspirations. They believe in creating personalized financial plans tailored to you, your family, and your future. By asking smart questions and listening carefully, they aim to design a comprehensive financial strategy to help you achieve your personal financial goals while managing investment risks. Their approach focuses on collaborating with you to identify and prioritize your most important goals, whether it be planning for retirement, saving for a home, or funding a child's education. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop a financial plan that addresses your specific needs.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Christopher Maher
● OpenMerrill Lynch Financial Advisor Christopher Maher is located at 555 California Street in San Francisco, California, United States. This finance institution offers personalized services supported by the global capabilities of a reputable institution. Christopher Maher, a Senior Vice President and Private Wealth Manager, works closely with individuals and families with complex wealth management needs, helping them achieve their long-term financial goals. He specializes in catering to business owners, entrepreneurs, and senior executives, offering tailored investment management, estate planning services, and philanthropic strategies. With over two decades of experience in financial services, Christopher Maher is dedicated to providing customized guidance and highly responsive service to make his clients' financial lives easier and reflective of their unique priorities. The institution prides itself on building strong client relationships based on trust and personalized service, focusing on the things that matter most to clients, such as family, goals, and priorities. Through the Merrill Personal Wealth Analysis™, clients can build a personalized financial plan centered on their goals and aspirations. The institution's approach is to help clients manage, grow, and preserve their wealth today while considering its impact for future generations. By understanding clients' investment preferences and goals, Merrill Lynch Financial Advisor Christopher Maher offers a customized financial approach to help clients pursue what matters most to them. With tools to track changes in clients' lives and financial goals, the institution ensures that clients stay on track to achieve their objectives. Clients can expect regular meetings to review their progress and make any necessary adjustments to their financial approach. Christopher Maher believes that financial success is achieved through personalized investment decisions that help clients reach their meaningful goals. The institution's dedicated team is committed to helping clients navigate the financial complexities of life and build a customized investment approach to address their individual needs and pursue their goals. With a focus on the client's priorities and personalized advice, Merrill Lynch Financial Advisor Christopher Maher is dedicated to helping clients achieve their financial goals.
555 California St Suite 1800, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Bill Butler
● OpenMerrill Lynch Financial Advisor Bill Butler is a finance institution located at 555 California Street, San Francisco, California, United States. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on the things that matter most to their clients, such as family, goals, and priorities. The team works with a limited number of clients, offering intensive guidance and one-on-one attention to lead demanding initiatives from beginning to end. They specialize in working with high-net-worth individuals and families, providing a customized approach to wealth management. The institution offers personalized financial plans tailored to each client's goals and priorities, helping them achieve financial success. With a focus on understanding the client's personality and goals, the team at Merrill Lynch works to create a financial approach that reflects their unique needs. They provide the latest investment insights, tips, and strategies to help clients live their best financial life. Accredited Asset Management Specialist™ certification marks are held by the team, ensuring a high level of expertise in investment management. The institution does not provide legal, tax, or accounting advice, and clients are encouraged to consult with their own advisors before making financial decisions. With a commitment to putting the client first, Merrill Lynch Financial Advisor Bill Butler offers personalized investment strategies and comprehensive financial solutions to help clients pursue their goals.
555 California St 9th Floor, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Jeff Wold
● OpenMerrill Lynch Financial Advisor Jeff Wold, located at 555 California Street in San Francisco, California, is a prestigious finance institution dedicated to providing exemplary client service. Their team of talented and experienced advisors, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. They have received recognition from Forbes for their outstanding work, including being named "Best-in-State Wealth Advisors" in 2021. At Merrill Lynch Wealth Management, your financial advisor focuses on what matters most to you, whether it's family, goals, or priorities that may change over time. They start by having a conversation to identify and prioritize your goals, whether it's planning for retirement, buying a home, funding education, or passing on wealth to future generations. With access to investment insights and banking solutions, they work with you to develop a customized financial approach designed to address your specific needs.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Patrick B Benson
● OpenLocated at 555 California Street in San Francisco, California, Merrill Lynch Financial Advisor Patrick B Benson is a finance institution dedicated to helping clients manage their wealth effectively. With a focus on understanding each client's unique financial situation and goals, the institution offers personalized wealth management strategies tailored to individual needs. The team at Merrill Lynch is comprised of experienced professionals committed to building strong client relationships based on trust and personalized service. By utilizing the global resources of Merrill, clients have access to investment insights and banking solutions from Bank of America, providing a comprehensive approach to financial planning.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Charles Guittari
● OpenMerrill Lynch Financial Advisor Charles Guittari, located at 101 California Street in San Francisco, California, is a finance institution that prides itself on providing exemplary client service. Supported by the global resources of Merrill, the team is made up of experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they change over time. Through conversations, the advisors help you identify and prioritize your most important goals, whether it's wealth transfer, pursuing passions, or planning for the future. By using the Investment Personality Assessment, the team can customize a financial approach that aligns with your investing preferences and helps you reach your goals. With tools to track changes in your life and goals, the advisors at Merrill Lynch can help you stay on track to achieve what matters most to you. By providing personalized plans and advice, the team works to help you manage, grow, and preserve your wealth while considering the impact for years to come. Certified by the CFP Board, the advisors at Merrill Lynch are dedicated to helping you navigate the complexities of your financial life and reach your goals. With a focus on personalized investment strategies and comprehensive financial solutions, the team at Merrill Lynch is committed to putting you first and helping you live your best financial life.
101 California St 25th Floor, San Francisco, CA 94111, United States -
Merrill Lynch Financial Advisor David B. Stickney
● OpenMerrill Lynch Financial Advisor David B. Stickney is located at 555 California Street, San Francisco, California, United States. David is dedicated to helping clients pursue their financial goals with thoughtful, tax-sensitive investment guidance. He collaborates with tax professionals to ensure a coordinated financial strategy tailored to support current lifestyle, retirement income needs, and legacy goals. With a team of specialists and access to Merrill's investment insights and Bank of America's banking services, David offers customized strategies including banking & lending, insurance solutions, investment management, education funding, tax minimization, retirement planning, estate planning, charitable giving, and budgeting. David holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor designations, and is committed to making a positive difference in the lives of his clients. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service, focusing on family, goals, and priorities that may change over time. They offer personalized investment approaches to help clients address their needs and pursue their goals. With a focus on understanding each client's unique needs and financial situation, Merrill Lynch advisors work to design an approach that reflects individual priorities and helps clients stay on track regardless of market fluctuations. David Stickney is registered to do business in multiple states and is committed to providing personalized investment strategies to help clients live their best financial life.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Alan Wong
● OpenMerrill Lynch Financial Advisor Alan Wong, located at 555 California Street, San Francisco, California, United States, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. With 16 years of experience in the financial services industry, Alan Wong follows a disciplined process to provide excellent service and investment guidance tailored to your short- and long-term objectives. He holds a Chartered Financial Analyst designation and graduated from UC Berkeley with degrees in Economics and Political Science. Alan Wong is committed to serving the community and volunteers with local organizations. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. The team at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting your financial approach as your life changes.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Private Wealth Advisor John Shuhda
● OpenThe Merrill Lynch Private Wealth Advisor John Shuhda, located at 555 California Street in San Francisco, California, offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. With a focus on personalized attention and boutique-like service, the team at Merrill Private Wealth Management understands the complexities of managing wealth that spans generations. John Shuhda, a co-founder and leader of The Shuhda Group, brings extensive experience in investment management to his work with ultra-affluent individuals, families, and institutions. Recognized as one of the Top 100 Financial Advisors in America by Barron's, John and his team are dedicated to developing integrated strategies to advance long-term financial goals.
555 California St Suite 1800, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Lori Stasukelis
● OpenMerrill Lynch Financial Advisor Lori Stasukelis is located at 555 California Street, San Francisco, California, United States. As a Vice President and Senior Financial Advisor, Lori works closely with clients who are serious about their financial well-being and are eager to secure a more thoughtful and secure financial future. With decades of experience, Lori values honesty and transparency in her practice, treating clients with respect, candor, and care. She helps individuals and families at various stages in their lives, providing tailored and thorough financial advice to meet their unique needs and aspirations. Beyond her professional role, Lori is actively involved in community service and leadership initiatives. With a commitment to building strong client relationships based on trust and personalized service, Lori and her team at Merrill Lynch Wealth Management focus on helping clients achieve their financial goals through customized investment strategies and comprehensive financial solutions. As a registered financial advisor in multiple states, Lori is dedicated to helping clients navigate the complexities of their financial lives, providing the latest investment insights and strategies to help them live their best financial life.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Richard Velez
● OpenMerrill Lynch Financial Advisor Richard Velez is located at 555 California Street in San Francisco, California, United States. As a finance institution, Richard Velez follows the deep-seated Merrill tradition of community involvement, volunteering with organizations in the area. The Merrill Personal Wealth Analysis™ is a personalized planning tool used to create a financial plan tailored to your goals and aspirations. At Merrill Lynch Wealth Management, Richard Velez focuses on your family, priorities, and goals, adapting the approach as they evolve over time. By starting with a conversation, he aims to understand your goals and priorities, whether it's planning for retirement, buying a home, or funding education. Through the Investment Personality Assessment, Richard Velez helps customize an investment strategy based on your preferences and goals. With access to the insights of Merrill and banking solutions from Bank of America, he develops a financial approach to address your needs and aspirations. Richard Velez's mission is to understand you and your priorities, designing a personalized plan to help you pursue your financial goals while managing investment risk. By regularly reviewing and adjusting your financial approach, he aims to help you stay on track to achieve what's most important to you. As a Merrill Lynch Wealth Management Advisor, Richard Velez provides personalized investment strategies and comprehensive financial solutions to address your needs and goals. With a focus on building a dedicated one-on-one relationship, Richard Velez is committed to helping you achieve your financial goals and live your best financial life.
555 California St, San Francisco, CA 94104, United States -
Merrill Lynch Financial Advisor Debbie Jorgensen
● OpenMerrill Lynch Financial Advisor Debbie Jorgensen is located at 555 California Street, San Francisco, California, United States. The Jorgensen Group specializes in working with families and institutions to create comprehensive financial strategies that align with their cash flow requirements, tax considerations, and wealth transfer goals. Services offered include investment management, risk mitigation, concentrated stock strategies, trust and estate planning, and philanthropic planning. The team at Merrill Lynch Financial Advisor Debbie Jorgensen is dedicated to understanding each client's unique situation and priorities in order to build personalized financial plans. With access to the intellectual capital and research capabilities of Merrill Lynch and Bank of America, clients can benefit from a tailored approach to financial success.
555 California St 9th Floor, San Francisco, CA 94104, United States
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