Keywords: merrill lynch financial advisor kay sullivan ca

Merrill Lynch Financial Advisor Kay Sullivan - Monterey (CA)

Address: 🏡 200 E Franklin St, Monterey, CA 93940
Website: https://advisor.ml.com
Phone : +1 (831) 264-9457
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Weekly Open time:

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJxU6bmLTpjYARulQQz_dRdmI
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Thrivent Financial

Gorman Financial

First Command Financial Advisor - David Slater, RICP®|CFP®

Charlotte I’ve been with first command for 5 years in 3 different duty stations. Chalitda is by far the best advisor I’ve had. She truly cares about her clients and it shows with the time and energy she has put into helping me on my path to reach financial freedom. I didn’t grow up with financial security and I was not well educated on finances coming into the Navy, but Chalitda has helped fill in those gaps with white board drawings and many repeated explanations until I truly understood. This location has monthly events such as “puppies & pints” and “paint & sips” that help build community and they typically offer “lunch & learn” sessions to continue to build financial knowledge which have been great for my friends and I to attend.
5 /5
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