Merrill Lynch Financial Advisor Kevin Lee
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 90 E St Ground Floor, Santa Rosa, CA 95404
- Phone
- (707) 575-6303
- 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
Whether you're planning for retirement or looking to grow your savings, Merrill Lynch Financial Advisor Kevin Lee offers financial planning and advisory services tailored to you. We are a financial consultancy based in Santa Rosa, serving individuals and families across Sonoma County and the wider North Bay.
Our work begins with understanding your goals, your timeline and your comfort with risk, so that every recommendation is built around your own situation. We focus on clear, patient explanations, so you always know where your money stands and why each decision makes sense.
Whatever stage of life you're in, we aim to make planning feel manageable and straightforward.
Visit our website to learn more about our services and get in touch.
Our work begins with understanding your goals, your timeline and your comfort with risk, so that every recommendation is built around your own situation. We focus on clear, patient explanations, so you always know where your money stands and why each decision makes sense.
Whatever stage of life you're in, we aim to make planning feel manageable and straightforward.
Visit our website to learn more about our services and get in touch.