Merrill Lynch Financial Advisor Katherine Engel
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 700 Main St, Napa, CA 94559
- Phone
- (707) 254-4653
- 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
At Merrill Lynch Financial Advisor Katherine Engel, we help Napa families and individuals plan for their financial future with clear, personalized guidance. We work with clients in Napa and across Napa County to build investment strategies that fit their goals, timelines and comfort with risk.
Our services include financial planning and wealth management, with ongoing reviews to keep your plan on track as your life changes. We take the time to understand where you are today and where you want to be, and we explain each recommendation in plain language so you can make confident decisions.
Whether you are saving for retirement, planning for education or looking to grow and protect what you have built, we are here to help you move forward with a plan you understand.
Visit our website to learn more about how we can help, or call or stop by our Napa office to start the conversation.
Our services include financial planning and wealth management, with ongoing reviews to keep your plan on track as your life changes. We take the time to understand where you are today and where you want to be, and we explain each recommendation in plain language so you can make confident decisions.
Whether you are saving for retirement, planning for education or looking to grow and protect what you have built, we are here to help you move forward with a plan you understand.
Visit our website to learn more about how we can help, or call or stop by our Napa office to start the conversation.