Merrill Lynch Financial Advisor Sam Sim
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 90 E St Ground Floor, Santa Rosa, CA 95404
- Phone
- (707) 575-6339
- Website
- advisor.ml.com
- County
- Sonoma 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 Sam Sim brings personal financial planning and investment guidance to Santa Rosa and the families and individuals across Sonoma County. We help clients think through their goals, whether that means building savings, planning for retirement, or managing investments with a clear long-term strategy.
Our approach starts with understanding your situation so the advice we give fits your life, not a generic template. We work with you to review your finances regularly and adjust the plan as your needs change.
For more information about our services, visit our website or give us a call to set up a conversation.
Our approach starts with understanding your situation so the advice we give fits your life, not a generic template. We work with you to review your finances regularly and adjust the plan as your needs change.
For more information about our services, visit our website or give us a call to set up a conversation.