Merrill Lynch Financial Advisor Robert Murtagh
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 1331 N California Blvd Ste 400/700, Walnut Creek, CA 94596
- Phone
- (925) 945-4813
- 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
Whether you're planning for retirement or looking to grow your savings, Merrill Lynch Financial Advisor Robert Murtagh offers financial planning and advisory services tailored to you. We work with individuals and families in Walnut Creek and across the East Bay, helping them build a clear picture of where their money stands today and where they want it to go.
Our approach starts with listening, so we can understand your goals, your timeline and your comfort with risk before recommending any strategy. We focus on practical, ongoing guidance, reviewing your plan regularly as your life and the markets change.
Clients tend to value the clarity we bring to complex financial decisions, explaining each option in plain terms so you can make choices with confidence.
Book through our website to schedule a conversation about your financial future.
Our approach starts with listening, so we can understand your goals, your timeline and your comfort with risk before recommending any strategy. We focus on practical, ongoing guidance, reviewing your plan regularly as your life and the markets change.
Clients tend to value the clarity we bring to complex financial decisions, explaining each option in plain terms so you can make choices with confidence.
Book through our website to schedule a conversation about your financial future.