Merrill Lynch Financial Advisor Zenichiro Isoda
10 North Martingale Road, Schaumburg, IL 60173
Location & Phone number
10 N Martingale Rd, Schaumburg, IL 60173, United States
About the Business
Zenichiro Isoda is a Senior Financial Advisor at Merrill Lynch located at 10 North Martingale Road in Schaumburg, Illinois. With a focus on retirement planning strategies, Zen works closely with clients to establish long-term financial goals and advises them on wealth accumulation, preservation, and transfers through individually customized financial strategies. He offers services such as portfolio development, liability management, tax minimization, and asset preservation, with a specific emphasis on ensuring a lifetime retirement income stream for his clients. Zen, who joined Merrill in 1999, has a strong commitment to building strong relationships with each client and helping them achieve their financial goals. He also provides strategies for cash management, credit, and lending.
Zen holds an MBA from the University of Chicago Booth School of Business and has been working in the financial services industry since 1985. He believes in the importance of community involvement and volunteers his time with local organizations. As a Merrill Lynch Wealth Management Advisor, Zen and his team offer personalized financial planning centered around a client's goals and priorities, adapting to changes in life and markets. By getting to know each client personally, Zen aims to develop a tailored approach to help them pursue their financial goals and manage investment risk.
With access to the global resources of Merrill and banking solutions from Bank of America, Zen provides comprehensive financial strategies to address the evolving needs of his clients. Whether it's planning for retirement, saving for a home, or funding education, Zen believes in creating a plan that helps clients manage, grow, and preserve their wealth while considering the impact for future generations. He values open communication and ongoing reviews to ensure clients stay on track towards their financial objectives.
Zenichiro Isoda is registered to do business in multiple states and holds certifications such as Chartered Retirement Planning Counselor™ (CRPC™). Investing involves risk, and past performance does not guarantee future results. Zen and his team at Merrill Lynch are dedicated to helping clients navigate the complexities of their financial lives and build customized investment approaches to pursue their goals. With a focus on personalized service and comprehensive financial solutions, Zen Isoda strives to help clients achieve their financial aspirations.
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Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
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