Merrill Lynch Financial Advisor Kenny Heller
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1111 Broadway 22nd Floor, Oakland, CA 94607
- Phone
- (510) 208-3838
- Website
- advisor.ml.com
- Neighborhood
- Downtown
- County
- Alameda County
Hours
- Monday: 7:30 AM–3:30 PM
- Tuesday: 7:30 AM–3:30 PM
- Wednesday: 7:30 AM–3:30 PM
- Thursday: 7:30 AM–3:30 PM
- Friday: 7:30 AM–3:30 PM
- Saturday: Closed
- Sunday: Closed
About
For financial planning and investment guidance in Downtown Oakland, Merrill Lynch Financial Advisor Kenny Heller is here to help. We work with individuals and families across Oakland and the East Bay to build a clear, practical plan for their financial goals.
Our services center on personal financial planning, helping you organize your savings, investments and long-term priorities in one place. We take time to understand where you are today and where you want to go, then explain each recommendation in plain language so you can make confident decisions.
Our approach is patient and personal, with regular check-ins to keep your plan on track as your life changes.
Learn more and get in touch through our website.
Our services center on personal financial planning, helping you organize your savings, investments and long-term priorities in one place. We take time to understand where you are today and where you want to go, then explain each recommendation in plain language so you can make confident decisions.
Our approach is patient and personal, with regular check-ins to keep your plan on track as your life changes.
Learn more and get in touch through our website.