Investment opportunity assessment in Westlake Village, California

Merrill Lynch Financial Advisor Henry Hosung Byun is a finance institution located at 2815 Townsgate Road, Suite 300, Westlake Village, California, United States. Henry Byun believes that everyone deserves the opportunity to improve their financial future, regardless of their current circumstances. He values working with clients who are striving towards goals such as supporting their families, communities, businesses, and legacies. Henry Byun understands that achieving financial goals can be challenging, but he believes that open conversations and personalized financial planning are key to success. By utilizing tools such as the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, he works with clients to create tailored financial strategies focused on their aspirations and priorities. Whether clients are planning for retirement, saving for a home, or funding education, Henry Byun aims to help them make informed investment decisions that align with their objectives.

Merrill Lynch Financial Advisor David J Eagle, located at 2815 Townsgate Road in Westlake Village, California, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your family, goals, and priorities to create a financial strategy tailored to your investment style and life plan. With access to Merrill's investment insights and Bank of America's banking convenience, they help you plan for your financial future while providing transparency on potential risks and opportunities. The team believes in helping you make investment decisions that align with your goals, whether it's planning for retirement, buying a home, or funding education. By getting to know you through the Investment Personality Assessment, they customize a financial approach to help you pursue what matters most to you. The Merrill Personal Wealth Analysis™ helps document a personalized plan centered on your goals. They understand that life and markets change, so they regularly check in to discuss adjustments needed to keep you on track toward achieving your goals. With a focus on personalized service and attention to your financial needs, Merrill Lynch Financial Advisor David J Eagle is committed to helping you reach your financial goals.

Merrill Lynch Financial Advisor Mark A Zimmerman is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. The institution offers a personalized financial strategy to pursue your goals, reflecting your investment style and life plan. Whether you are focused on growing, preserving, or transferring wealth, the team is committed to helping you address your financial goals at every stage of life. By working closely with you and using tools such as the Investment Personality Assessment, the team at Merrill Lynch can customize a financial approach to help you achieve what matters most to you. The institution also provides transparency on potential risks, opportunities, and fees, ensuring that your strategy stays on track to meet your goals. The team at Merrill Lynch is dedicated to helping you reach your financial goals and navigate the complexities of your financial life.