Merrill Lynch Financial Advisor Megan McNealy
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1331 N California Blvd Ste 400/700, Walnut Creek, CA 94596
- Phone
- (925) 988-2177
- 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
Merrill Lynch Financial Advisor Megan McNealy offers personal financial planning and advice to households and individuals in Walnut Creek and across Contra Costa County. We help clients think through their goals, from building savings and investments to planning for retirement and protecting what they have built.
Our approach starts with understanding your priorities, so the guidance we give fits your life rather than a one-size-fits-all formula. We work with clients at different stages, from first-time savers to those approaching retirement, and we aim to explain each step in clear, plain language.
Reach out through our website to schedule a conversation about where you are headed and how we can help you get there.
Our approach starts with understanding your priorities, so the guidance we give fits your life rather than a one-size-fits-all formula. We work with clients at different stages, from first-time savers to those approaching retirement, and we aim to explain each step in clear, plain language.
Reach out through our website to schedule a conversation about where you are headed and how we can help you get there.