Merrill Lynch Financial Advisor Peter J Calleri
4000 Embassy Parkway, Akron, OH 44333
Location & Phone number
4000 Embassy Pkwy Suite 300, Akron, OH 44333, United States
About the Business
Merrill Lynch Financial Advisor Peter J Calleri, located at 4000 Embassy Parkway, Akron, Ohio, United States, is a finance institution led by Senior Resident Director, Wealth Management Advisor, Senior Vice President, Peter J Calleri. With over 30 years of experience in the financial services industry, Peter and his team specialize in assisting high net worth individuals, families, professionals, business owners, and corporate executives in managing their wealth through various market cycles.
The institution offers personalized wealth management services, focusing on investment planning for retirement and creating comprehensive strategies tailored to each client's unique goals and needs. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions.
By understanding each client's financial situation and priorities, Peter Calleri and his team design and implement personalized plans to help clients pursue their financial goals while managing investment risk. They offer the Merrill Personal Wealth Analysis™ to build customized plans centered on client goals, and provide ongoing support to help clients stay on track and adapt to changes in their lives and the financial markets.
Through the Investment Personality Assessment, Merrill Lynch advisors gain a deeper understanding of each client's investing preferences and goals, enabling them to customize financial approaches and provide tailored advice. The institution offers a range of services including retirement planning, investment management, and financial strategies to help clients achieve their goals at every stage of life.
With a focus on building long-term relationships and delivering personalized service, Merrill Lynch Financial Advisor Peter J Calleri is committed to helping clients navigate the complexities of their financial lives and pursue their financial aspirations.
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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