Merrill Lynch Financial Advisor Jack McCormick
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 90 E St Ground Floor, Santa Rosa, CA 95404
- Phone
- (707) 575-6377
- Website
- advisor.ml.com
- County
- Sonoma 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
Clear guidance, sound planning, and a steady hand on your long-term goals: that's what we offer at Merrill Lynch Financial Advisor Jack McCormick. We are a financial consulting and planning practice serving individuals and families in Santa Rosa and across Sonoma County.
Our work starts with understanding where you are today and where you want to go, so every recommendation fits your situation. We help with the financial planning side of your life, from organizing your goals to building a plan you can follow over time.
Our team works as a practice rather than a one-person show, so you have a consistent point of contact as your needs change.
If you'd like to talk through your finances with a local advisor, visit our website to learn more and get in touch.
Our work starts with understanding where you are today and where you want to go, so every recommendation fits your situation. We help with the financial planning side of your life, from organizing your goals to building a plan you can follow over time.
Our team works as a practice rather than a one-person show, so you have a consistent point of contact as your needs change.
If you'd like to talk through your finances with a local advisor, visit our website to learn more and get in touch.