Merrill Lynch Financial Advisor Mark Mattingly

Business details

Category
Financial Services · Financial consultant, Financial planner
Address
1331 N California Blvd Ste 400/700, Walnut Creek, CA 94596
Phone
(925) 946-3086
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

Based in Walnut Creek, Merrill Lynch Financial Advisor Mark Mattingly offers financial consulting and financial planning for individuals and families across Contra Costa County. We help clients organize their finances around the goals that matter most to them, whether that means planning for retirement, managing investments, or preparing for the years ahead.

Our approach begins with listening, so every recommendation is built around your personal circumstances and priorities. We work with clients throughout the East Bay who want clear, practical guidance from a local advisor they can reach easily.

Learn more and get in touch through our website.