Merrill Lynch Financial Advisor William Barton - Portsmouth, New Hampshire

Merrill Lynch Financial Advisor William Barton

Merrill Lynch Financial Advisor William Barton is a trusted and experienced professional located at 100 Market St 3rd Floor, Portsmouth, NH 03801. With a strong emphasis on personalized service, William Barton helps clients achieve their financial goals by providing comprehensive financial planning and investment advice.

Specialties: Financial consultant, Financial planner

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

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Merrill Lynch Financial Advisor William Barton offers a wide range of financial services to meet the unique needs of each client. With a focus on building long-term relationships, William Barton takes the time to understand his clients' financial situations, goals, and concerns to develop personalized strategies for achieving financial success.

Some of the key services provided by William Barton include:

• Investment management and portfolio analysis
• Risk assessment and mitigation
• Tax-efficient investment strategies
• Retirement planning and benefits counseling
• Insurance solutions
• Estate and trust planning

In addition to his professional expertise, William Barton is committed to providing exceptional customer service. He takes the time to listen to his clients' concerns and answer their questions in a clear and understandable manner. Whether clients are looking to invest for the first time or seeking to optimize their existing investment portfolio, William Barton is dedicated to helping them achieve their financial objectives.

To schedule an appointment with Merrill Lynch Financial Advisor William Barton, clients can contact him directly at 33342355 or visit his website at advisor.ml.com.