Merrill Lynch Financial Advisor Meggan Van Kessel - Boulder, Colorado

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Merrill Lynch Financial Advisor Meggan Van Kessel – A Comprehensive Profile

For individuals seeking expert financial advice and comprehensive planning, Meggan Van Kessel stands as a dedicated professional within Merrill Lynch. She operates from a conveniently located office at 921 Walnut St 1st Floor, Boulder, CO 80302, easily accessible to clients in the Boulder area and beyond. Her contact number is 39383938, and her professional website is advisor.ml.com. It’s important to note that as of today, she currently has no publicly available reviews on Google My Business, indicating a relatively new or developing presence in terms of client feedback – however, this doesn’t diminish her qualifications.

Specialties: Meggan Van Kessel’s core competencies lie in both financial consulting and financial planning. This dual expertise allows her to address a wide range of client needs, from initial wealth assessments and retirement planning to investment portfolio management and tax-efficient strategies. She focuses on building long-term relationships, understanding each client's unique circumstances, and tailoring solutions to meet their specific goals.

Key Information & Accessibility

• Location: 921 Walnut St 1st Floor, Boulder, CO 80302
• Phone: 39383938
• Website: advisor.ml.com
• Accessibility: The office boasts significant accessibility features, including a wheelchair accessible entrance, parking lot, and restroom – demonstrating a commitment to inclusivity.

Other Points of Interest: Appointments are strongly recommended to ensure adequate time for a thorough consultation and the development of a personalized plan. She prioritizes client engagement and a detailed understanding of their financial aspirations.

Client Sentiment & Performance

Currently, Meggan Van Kessel’s firm has 0 reviews on Google My Business, resulting in an average opinion of 0/5. While this absence of reviews warrants further investigation, it’s crucial to recognize that a new advisor may be building their reputation and client base. It is essential to thoroughly research her credentials and experience before engaging her services.

Recommendation

For those in the Boulder, Colorado area seeking a knowledgeable and dedicated financial advisor, Meggan Van Kessel presents a valuable resource. Her expertise in financial consulting and financial planning, coupled with her commitment to accessible service, makes her a potentially strong fit. We highly recommend visiting her website at advisor.ml.com to learn more about her services, schedule an appointment, and begin the process of securing your financial future. Don't hesitate to contact her directly at 39383938 to discuss your individual needs and explore how she can help you achieve your long-term financial goals.

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