The Best Cfp certified financial advisor in Macon, Georgia
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Merrill Lynch Financial Advisor Harold D McSwain, Jr.
● ClosedMerrill Lynch Financial Advisor Harold D McSwain, Jr. is a finance institution located at 3920 Arkwright Road, Macon, Georgia, United States. Hal has over 30 years of experience in the financial services industry and specializes in wealth management. He focuses on developing personalized portfolio strategies, income management, retirement advice, and estate planning services for retired and near-retired clients, entrepreneurs, professionals, and high-net-worth individuals. Hal is a Certified Financial Planner (CFP®) and holds the Certified Investment Management Analyst® designation. He is dedicated to building strong client relationships based on trust and personalized service. Hal is actively involved in the community and serves on the Rotary Club of Downtown Macon. With access to global resources from Merrill, Hal and his team work to help clients achieve their financial goals and address their evolving needs.
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Merrill Lynch Financial Advisor H Andrew Young
● ClosedMerrill Lynch Financial Advisor H Andrew Young is a finance institution located at 3920 Arkwright Road, Macon, Georgia, United States. With a strong family-oriented approach, H Andrew Young provides portfolio and income strategies, retirement advice, and wealth management services for affluent individuals and families. As a Certified Financial Planner (CFP®), Young offers personalized financial plans tailored to clients' goals and priorities. Committed to community involvement, the institution values building strong client relationships based on trust and personalized service. By understanding clients' aspirations and concerns, Young helps them navigate the complexities of the financial market and achieve their financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can expect a customized approach designed to address their financial needs and aspirations. Whether planning for retirement, education, or wealth transfer, Merrill Lynch Financial Advisor H Andrew Young is dedicated to helping clients achieve financial success and pursue their life priorities.
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