Merrill lynch financial advisor in Portland, ME
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Merrill Lynch Financial Advisor Teena M Bourque
● Openroducing Teena M Bourque, a Merrill Lynch Financial Advisor located at 1 Monument Square, Portland, Maine, United States. Teena specializes in managing wealth by understanding your unique financial situation and goals. She offers personalized wealth management strategies that adapt to changing market conditions, drawing on the investment insights of Merrill and the banking solutions of Bank of America. Teena is deeply involved in the community, volunteering with local organizations and building strong client relationships based on trust and personalized service. She offers Merrill Personal Wealth Analysis™ to create a personalized plan centered on your goals. Teena believes in helping clients pursue their financial aspirations through thoughtful planning and risk management.
1 Monument Sq, Portland, ME 04101, United States -
Merrill Lynch Financial Advisor Derek Clark
● OpenMerrill Lynch Financial Advisor Derek Clark is a reputable finance institution located at 1 Monument Square in Portland, Maine, United States. With years of experience and expertise in financial planning and investment management, Derek Clark and his team provide personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Merrill Lynch Financial Advisor Derek Clark is dedicated to helping you make informed decisions and secure your financial future. Contact them today to schedule a consultation and start building a strong financial plan tailored to your needs.
1 Monument Sq, Portland, ME 04101, United States -
Merrill Lynch Financial Advisor Jaime Clark
● OpenMerrill Lynch Financial Advisor Jaime Clark is a finance institution located at 1 Monument Square, Portland, Maine, United States. Jaime Clark specializes in managing your wealth by creating personalized strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jaime Clark and their team are dedicated to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, Jaime Clark helps clients build and document personalized plans centered on their goals. As a Wealth Management Client Associate and Resident Director Assistant, Jaime Clark focuses on understanding what matters most to each client, whether it's planning for retirement, saving for a home, or funding a child's education. By conducting an Investment Personality Assessment, Jaime Clark can customize financial approaches to help clients pursue their goals. Regular check-ins and updates ensure that clients' financial approaches reflect any changes in their lives or goals.
1 Monument Sq, Portland, ME 04101, United States -
Merrill Lynch Financial Advisor Marty Madden
● Openspecific investment objectives, financial situation or needs" and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. At Merrill Lynch Financial Advisor Marty Madden, located at 1 Monument Square, Portland, Maine, United States, we focus on personalized wealth management strategies tailored to your goals and priorities. Our deep understanding of your financial picture allows us to create flexible strategies in today's changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, we can help you pursue your financial goals with confidence. Our team of dedicated advisors is committed to building a strong relationship with you, ensuring that your financial approach reflects your unique needs and priorities. Contact us today to start planning for a secure financial future.
1 Monument Sq, Portland, ME 04101, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 1 Monument Square in Portland, Maine, United States, is a finance institution that offers comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide personalized financial strategies tailored to each client's unique goals and needs, drawing on years of combined wealth management knowledge and expertise. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. They work closely with clients to create financial strategies designed to meet long-term objectives, taking into account lifestyle and multi-generational issues.
1 Monument Sq, Portland, ME 04101, United States
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