Merrill Lynch
Contact: Helen O’HaraBusiness Description
As a Financial Advisor with Merrill Lynch I help my clients achieve their financial goals. Through a disciplined financial and investment process, decisions are based on fact not emotions.
Many of my clients are busy, successful individuals with multiple priorities, concerned about the markets yet serious about investing and seek expert guidance.
With me at their personal CFO, my clients benefit from my CPA perspective, the resources of Merrill Lynch, and the experience of working with an established team. It’s an approach based on “know-how” and “know-you”, and truly reflects my goal of working closely with my clients to help them live the lives they want and plan for the future.
Notes
financial planning, social security maximization strategies, tax efficient investing, 401K plans for small business owners, annuity income solutions,
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