Merrill lynch tailored financial advice in Seal Beach, CA
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Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 3010 Old Ranch Parkway in Seal Beach, California, offers clients the investing insights of Merrill combined with the banking capabilities of Bank of America. The institution's advisors take the time to understand clients' priorities, retirement goals, education funding needs, business issues, cash management, and credit strategies. By utilizing Merrill's investing resources and Bank of America's banking services, the branch aims to create personalized strategies to address various financial challenges. The branch is committed to transparency and building trust with clients, fostering long-lasting relationships. Through volunteerism and charitable outreach, the institution supports local communities. Merrill advisors provide personalized wealth management advice, products, and services tailored to individual financial goals. The institution offers training, mentoring, and technology to support advisors in assisting clients in pursuing their financial objectives.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Merrill Lynch Financial Advisor A. Thomas Vari
● ClosedMerrill Lynch Financial Advisor A. Thomas Vari is a reputable finance institution located at 3010 Old Ranch Parkway in Seal Beach, California, United States. With a focus on providing top-notch financial advice and services, A. Thomas Vari and his team offer personalized investment strategies tailored to each client's unique goals and objectives. Whether you're looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Merrill Lynch Financial Advisor A. Thomas Vari is dedicated to helping you achieve financial success.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Merrill Lynch Financial Advisor Scott D Paul
● ClosedMerrill Lynch Financial Advisor Scott D Paul is a finance institution located at 3010 Old Ranch Parkway, Seal Beach, California, United States. Scott is a CERTIFIED FINANCIAL PLANNER™ with over 20 years of experience in providing financial and wealth management advice. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. Scott believes in understanding his clients' priorities and goals to create tailored financial approaches. By utilizing the Investment Personality Assessment, he can customize strategies to align with clients' investing preferences. With access to Merrill's investment insights and Bank of America's banking solutions, Scott works with clients to develop comprehensive financial plans. The institution focuses on building long-term relationships with clients to help them navigate life changes and market fluctuations. By regularly reviewing goals and financial approaches, Scott ensures clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Scott provides personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. With a focus on understanding clients' financial situations and priorities, the institution designs approaches that reflect unique needs and financial situations. Scott is registered to do business in multiple states and holds the CFP® certification. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage and investment advisory, to help clients achieve their financial goals.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Merrill Lynch Financial Advisor Martha Sanchez Cannady
● ClosedMerrill Lynch Financial Advisor Martha Sanchez Cannady is located at 3010 Old Ranch Parkway in Seal Beach, California. Martha has 28 years of experience in the financial services industry and is dedicated to helping her clients achieve their life goals and dreams. She holds various certifications and is a Portfolio Manager in the firm's Investment Advisory Program. Martha takes the time to understand her clients' needs and challenges, providing personalized financial plans to help them reach their objectives. She believes in empowering her clients to lead their best lives by guiding them through the ever-changing investment environment. With a caring and empathetic approach, Martha builds trust with her clients and helps them make informed financial decisions. Fluent in Spanish, Martha enjoys cooking, skiing, hiking, and traveling. She is actively involved in her community, serving on the Executive Board of Alzheimer’s Orange County and as a Commerce Board Member for the Orange County Hispanic Chamber of Commerce. Contact Martha Sanchez Cannady for personalized financial advice and investment strategies tailored to your unique goals and priorities.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States
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