Merrill Lynch Financial Advisor Colleen Cusick
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1331 N California Blvd Ste 400/700, Walnut Creek, CA 94596
- Phone
- (925) 945-4859
- Website
- advisor.ml.com
- County
- Contra Costa County
Hours
- Monday: 7 AM–3 PM
- Tuesday: 7 AM–3 PM
- Wednesday: 7 AM–3 PM
- Thursday: 7 AM–3 PM
- Friday: 7 AM–3 PM
- Saturday: Closed
- Sunday: Closed
About
Based in Walnut Creek, Merrill Lynch Financial Advisor Colleen Cusick offers financial consulting and planning for individuals and families across the East Bay. We help clients think through their goals, from everyday budgeting to long-term investing and retirement, with guidance tailored to each situation.
Our approach starts with listening, so every recommendation reflects your priorities, timeline and comfort with risk. We take the time to explain options clearly, so you can make informed decisions with confidence.
Whether you are just beginning to plan or refining an existing strategy, we are glad to help you take the next step.
Learn more and reach out through our website.
Our approach starts with listening, so every recommendation reflects your priorities, timeline and comfort with risk. We take the time to explain options clearly, so you can make informed decisions with confidence.
Whether you are just beginning to plan or refining an existing strategy, we are glad to help you take the next step.
Learn more and reach out through our website.