Merrill Lynch Financial Advisor Lee Ann Coburn
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1331 N California Blvd Ste 400/700, Walnut Creek, CA 94596
- Phone
- (925) 945-4854
- 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
At Merrill Lynch Financial Advisor Lee Ann Coburn, we help individuals and families in Walnut Creek and across the East Bay plan with confidence for the years ahead. We offer financial planning and personal investment advice, tailored to each client's goals, timeline and comfort with risk.
Our approach starts with listening, so we can understand where you are today and where you want to go. We work with you to build a clear strategy, and we stay in touch as your circumstances and markets change.
Whether you are just starting to save or are preparing for retirement, we aim to make the process straightforward and easy to follow.
To learn more about how we can support your financial goals, visit our website or give us a call.
Our approach starts with listening, so we can understand where you are today and where you want to go. We work with you to build a clear strategy, and we stay in touch as your circumstances and markets change.
Whether you are just starting to save or are preparing for retirement, we aim to make the process straightforward and easy to follow.
To learn more about how we can support your financial goals, visit our website or give us a call.