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TOP 30 Financial services for seniors in Westlake Village, CA
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Merrill Lynch Financial Advisor Zachary Anargiros Frangos
Merrill Lynch Financial Advisor Zachary Anargiros Frangos is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. With over 40 years of experience in the financial services industry, Zach Frangos specializes in advising clients on Portfolio Management and estate planning. He holds the Chartered Retirement Planning Counselor, CRPC designation and is a qualified Portfolio Manager who can help clients pursue their objectives by building and managing personalized investment strategies. Zach is also actively involved in the community, volunteering with organizations such as the Boy Scouts of America and the Coast Guard Academy Alumni Association. Alongside Diana Santana, a Registered Senior Wealth Management Client Associate, Zach provides personalized financial solutions tailored to each client's unique needs and priorities. By understanding your goals and priorities, Zach works to design a financial approach that reflects your personality and helps you achieve your financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Zach and his team are dedicated to helping you navigate the complexities of your financial life and pursue your goals. As a Merrill Lynch Wealth Management Advisor, Zach is committed to putting you first and providing personalized investment strategies to address your financial needs. Whether you are planning for retirement, saving for a home, funding education, or passing on wealth to future generations, Zach and his team are here to help you every step of the way. Contact Merrill Lynch Financial Advisor Zachary Anargiros Frangos today to start building a personalized financial plan centered on your goals and priorities.
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