Merrill Lynch Financial Advisor David Swartz
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 2 Belvedere Pl Suite 100, Mill Valley, CA 94941
- Phone
- (415) 289-8893
- Website
- advisor.ml.com
- County
- Marin 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
Merrill Lynch Financial Advisor David Swartz offers personal financial planning and investment guidance to clients in Mill Valley and across Marin County. We help individuals and families build a clear plan for their goals, from everyday budgeting and long-term savings to investing and retirement.
Our approach starts with understanding your priorities, then designing strategies that fit your life and adjust as circumstances change. We work with people throughout the North Bay who want a steady, knowledgeable partner to help them make confident financial decisions.
Our office serves clients in Mill Valley and surrounding communities, offering thoughtful guidance in a relaxed, personal setting.
To learn more or schedule a conversation, visit our website.
Our approach starts with understanding your priorities, then designing strategies that fit your life and adjust as circumstances change. We work with people throughout the North Bay who want a steady, knowledgeable partner to help them make confident financial decisions.
Our office serves clients in Mill Valley and surrounding communities, offering thoughtful guidance in a relaxed, personal setting.
To learn more or schedule a conversation, visit our website.