Merrill Lynch Financial Advisor Megan Thompson
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1331 N California Blvd Ste 400/700, Walnut Creek, CA 94596
- Phone
- (925) 946-3081
- 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 Megan Thompson offers financial consulting and financial planning for families and individuals across Contra Costa County and the East Bay. We work with clients to look at the full picture of their finances and build plans around their goals, whether that means saving for the future, managing investments, or thinking ahead to retirement.
Our approach starts with listening, so we can understand where you are today and where you want to go before recommending any next steps. We aim to make financial planning clear and approachable, so you always know the reasoning behind the decisions we make together.
To learn more about how we can help, visit our website or stop by our Walnut Creek office to start the conversation.
Our approach starts with listening, so we can understand where you are today and where you want to go before recommending any next steps. We aim to make financial planning clear and approachable, so you always know the reasoning behind the decisions we make together.
To learn more about how we can help, visit our website or stop by our Walnut Creek office to start the conversation.