Merrill Lynch Financial Advisor Mick Rognlien

Business details

Category
Financial Services · Financial consultant, Financial planner
Address
1331 N California Blvd Ste 400/700, Walnut Creek, CA 94596
Phone
(925) 988-2194
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 Mick Rognlien, we help families and individuals across Walnut Creek and the East Bay plan with confidence for the financial goals that matter most to them. We offer financial consulting and planning services designed to bring clarity to decisions about saving, investing and long-term security.

Our approach starts with understanding where you are today and where you want to go, so every recommendation is tailored to your own circumstances. We take the time to explain each option in plain language, so you always know the reasoning behind the advice you receive.

Whether you are just beginning to build your savings or refining a plan you already have, we aim to make the process straightforward and reassuring.

Explore our services and learn more through our website, or give us a call to start a conversation about your financial future.