Merrill Lynch Financial Advisor Fatima Sosa Ortiz
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 700 Main St, Napa, CA 94559
- Phone
- (707) 254-4625
- Website
- advisor.ml.com
- County
- Napa 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 Fatima Sosa Ortiz offers personal financial planning and investment guidance to clients in Napa and across Napa County. We work with individuals and families who want a clear, practical plan for their financial goals, whether that means building savings, investing for the future, or preparing for retirement.
Our approach starts with understanding your priorities and current situation, so every recommendation is tailored to you. We take the time to explain each option in plain language, so you can make confident decisions about your money.
Our services are designed to grow with you, from early career planning to the changing needs of later life.
To learn more or get started, visit our website.
Our approach starts with understanding your priorities and current situation, so every recommendation is tailored to you. We take the time to explain each option in plain language, so you can make confident decisions about your money.
Our services are designed to grow with you, from early career planning to the changing needs of later life.
To learn more or get started, visit our website.