Merrill Lynch Financial Advisor Connor Campbell - Newport Beach, California

Okay, here’s a comprehensive overview of Merrill Lynch Financial Advisor Connor Campbell, formatted as requested, aiming for a formal and helpful tone:

Merrill Lynch Financial Advisor Connor Campbell: A Detailed Overview

For individuals and families seeking expert guidance in managing their finances and planning for the future, Merrill Lynch Financial Advisor Connor Campbell presents a potentially valuable resource. Located at 520 Newport Center Dr, Newport Beach, CA 92660, United States, Mr. Campbell operates within the prestigious Doughty Group at Merrill Lynch. His primary focus is as a Financial Advisor and Financial Planner, offering a personalized approach to wealth management.

Key Information & Contact Details:

• Address: 520 Newport Center Dr, Newport Beach, CA 92660, United States
• Phone: 9497216570
• Website: advisor.ml.com

Specializations & Services: Mr. Campbell’s expertise centers around providing comprehensive financial planning services. This typically includes, but isn’t limited to:

• Retirement Planning
• Investment Management
• Estate Planning
• Tax Planning
• Education Funding

Accessibility & Amenities: The office is designed with accessibility in mind. It offers a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. Restrooms are also available, and appointments are highly recommended to ensure dedicated time and personalized attention.

Current Feedback & Reputation: Currently, Merrill Lynch Financial Advisor Connor Campbell has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. This lack of reviews highlights the need for potential clients to conduct their own due diligence and seek independent verification of his services and performance.

Additional Points of Interest: It’s worth noting that the office adheres to standard business practices, including the requirement for appointments to optimize client consultation times. Given the nature of financial advising, scheduling an appointment is advisable to discuss your specific needs and goals.

Overall Assessment: While the current review landscape is sparse, Mr. Campbell’s affiliation with Merrill Lynch provides a certain level of stability and access to significant resources. His role as a Financial Advisor and Financial Planner within a well-established firm suggests a commitment to professional standards. However, the absence of client feedback underscores the importance of thorough research before engaging his services.

Recommendation: We encourage prospective clients to visit advisor.ml.com to explore Mr. Campbell’s profile in greater detail, review his qualifications, and schedule a consultation. Direct contact via phone at 9497216570 is also recommended to initiate a discussion about your individual financial situation and objectives. Don't hesitate to directly contact him to discuss how he can tailor a plan to your specific needs.