Financial risk management merrill lynch in Clinton Township, MI
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Merrill Lynch Financial Advisor Paul J OKeefe
● ClosedMerrill Lynch Financial Advisor Paul J O'Keefe is located at 45000 River Ridge Drive in Clinton Township, Michigan. Paul O'Keefe, Vice President and Senior Financial Advisor, has over 30 years of investment management experience and holds the Chartered Retirement Planning CounselorSM, CRPC® designation. He focuses on retirement planning for individuals and small businesses, as well as wealth management. Paul takes a consultative approach to help clients achieve their life goals and objectives. He believes in building personalized plans centered on clients' goals and priorities, while also considering potential risks. Paul is dedicated to understanding his clients and helping them pursue their financial goals. As a Merrill Lynch Wealth Management Advisor, Paul offers personalized investment strategies and comprehensive financial solutions to help clients reach their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Paul works with clients to develop a financial approach tailored to their needs. He believes in staying on track with clients, regardless of market fluctuations or changes in their lives. Paul is registered to do business in several states and holds various certifications in the financial planning field. Clients can expect personalized service, comprehensive financial advice, and access to the latest investment insights when working with Paul O'Keefe.
45000 River Ridge Dr 1st Floor, Suite 120, Clinton Twp, MI 48038, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 45000 River Ridge Drive in Clinton Township, Michigan, is a leading finance institution dedicated to providing personalized wealth planning services to individuals, families, business owners, executives, and institutions. Our experienced advisors offer comprehensive financial strategies tailored to your specific needs, including retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. Our commitment to client service extends beyond financial advice, as we actively engage in charitable outreach to support the communities in which we operate. As a Merrill client, you will have access to industry-skilled advisors supported by the investing insights of Merrill and a global financial services platform, all working towards helping you achieve your financial and life goals.
45000 River Ridge Dr 1st Floor, Suite 120, Clinton Twp, MI 48038, United States
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