Merrill Lynch Financial Advisor Kate Holloway
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1331 N California Blvd Ste 400/700, Walnut Creek, CA 94596
- Phone
- (925) 945-4865
- 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
Whether you need help building a long-term savings plan or guidance on managing investments you already hold, Merrill Lynch Financial Advisor Kate Holloway offers personalized financial planning and advisory services tailored to you. We are a financial consultancy based in Walnut Creek, serving individuals and families across Contra Costa County and the East Bay.
Our work centers on understanding your goals, timeline and comfort with risk, then developing a clear plan to help you pursue them. We focus on building a relationship based on open communication, so you always know where your finances stand and why we recommend each step.
Whether you are just starting to think about your financial future or refining a plan you have had for years, we are glad to meet you where you are.
Learn more and get in touch through our website.
Our work centers on understanding your goals, timeline and comfort with risk, then developing a clear plan to help you pursue them. We focus on building a relationship based on open communication, so you always know where your finances stand and why we recommend each step.
Whether you are just starting to think about your financial future or refining a plan you have had for years, we are glad to meet you where you are.
Learn more and get in touch through our website.