Merrill Lynch Financial Advisor David Marshall - Santa Barbara, California
Address: 1096 Coast Village Rd, Santa Barbara, CA 93108.
Phone: 8056957028.
Website: advisor.ml.com.
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
Location of Merrill Lynch Financial Advisor David Marshall
Merrill Lynch Financial Advisor David Marshall is a trusted financial consultant and planner located at 1096 Coast Village Rd, Santa Barbara, CA 93108. With a phone number of 8056957028 and a website of advisor.ml.com, this professional is dedicated to helping individuals and families achieve their financial goals.
David Marshall specializes in providing comprehensive financial planning and consulting services, tailored to meet the unique needs of each client. With a focus on building long-term relationships, Marshall works closely with his clients to understand their financial goals, risk tolerance, and investment preferences. From there, he creates a customized plan that takes into account all aspects of their financial life, including retirement planning, estate planning, and investment management.
This Merrill Lynch Financial Advisor is located in a wheelchair accessible building with a parking lot and restroom, making it easy for clients of all abilities to visit. Appointments are recommended, ensuring that each client receives the personalized attention they deserve.
When it comes to reviews, this company has 0 reviews on Google My Business, giving it an average opinion of 0/5. However, this should not be seen as a reflection of the quality of services provided by David Marshall. With a commitment to excellence and a passion for helping his clients achieve their financial goals, Marshall is a trusted financial advisor in the Santa Barbara area.