Merrill Lynch Financial Advisor Kevin M. Walker
39577 Woodward Avenue, Bloomfield Hills, MI 48304
Location & Phone number
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States
About the Business
etween brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.
Merrill Lynch Financial Advisor Kevin M. Walker, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is dedicated to helping clients manage their wealth and pursue their financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Kevin and his team provide personalized wealth management strategies tailored to each client's unique needs and priorities.
Kevin believes in building strong client relationships based on trust and personalized service. By understanding each client's goals, priorities, and risk tolerance, he can help design and implement a financial plan intended to help them achieve their aspirations. Whether clients are planning for retirement, saving for a home, funding education, or passing wealth to future generations, Kevin works with them to develop a customized approach to address their financial needs.
Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Kevin and his team gain a deeper understanding of each client's financial situation and investing preferences. By staying informed about changes in clients' lives and the financial markets, they can update and adjust financial approaches as needed to help clients stay on track towards their goals.
As a Merrill Lynch Wealth Management Advisor, Kevin is committed to putting clients first and providing personalized investment strategies and comprehensive financial solutions. By working with Kevin and his team, clients can receive the guidance and support needed to navigate the complexities of their financial lives and pursue their long-term goals.
To learn more about the services offered by Merrill Lynch Financial Advisor Kevin M. Walker, visit the office at 39577 Woodward Avenue in Bloomfield Hills, Michigan, or contact Kevin directly to schedule a consultation. With a focus on understanding each client's unique needs and priorities, Kevin is dedicated to helping clients achieve their financial aspirations and build a secure financial future.
Photos
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
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