Merrill Lynch Financial Advisor David Refuerzo - Monterey, California

Merrill Lynch Financial Advisor David Refuerzo is a professional financial consultant and planner located at 200 E Franklin St, Monterey, CA 93940. You can easily reach him by phone at 8312649268. His website, advisor.ml.com, provides more information about his services and qualifications.

As a financial consultant, David Refuerzo specializes in offering personalized financial advice and strategies tailored to help you achieve your financial goals. His expertise as a financial planner enables him to create comprehensive financial plans, taking into account your current financial situation, future goals, and risk tolerance.

The location of Merrill Lynch Financial Advisor David Refuerzo's office offers several accessibility features, such as a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. Additionally, restrooms and appointments are available for your convenience. Unfortunately, there are currently no reviews for this company on Google My Business, resulting in an average opinion rating of 0/5.

When considering Merrill Lynch Financial Advisor David Refuerzo for your financial needs, keep the following points in mind:

1. Personalized financial advice: David Refuerzo takes the time to understand your unique financial situation and goals, providing tailored advice to help you make informed decisions.
2. Comprehensive financial planning: As a financial planner, he can create a detailed plan that considers all aspects of your financial life, ensuring you're on track to meet your objectives.
3. Accessibility: His office is equipped with various accessibility features, making it easy for everyone to visit.
4. Appointments recommended: To ensure you receive the attention you deserve, it is advisable to schedule an appointment.