Merrill Lynch Financial Advisor Cynthia Kelley
Financial Advising
Why pick this one
Merrill Lynch Financial Advisor Cynthia Kelley offers retirement planning, business succession planning, and wealth transfer services from her High Point office.
Best for
- retirement planning
- business succession planning
- wealth transfer and legacy planning
- charitable giving strategies
- custom lending needs
- clients seeking Merrill and Bank of America resources
Specialties
- retirement planning
- investment guidance
- cash accumulation strategies
- wealth transfer services
- custom lending
- charitable giving
- business succession planning
What makes them different
- Combines Merrill wealth management resources with Bank of America banking convenience
- Provides personalized strategies based on clients' goals, values, and priorities
- Offers business succession planning and wealth transfer services
- Conducts educational workshops for Triad community organizations
- Located at 501 N Main St in High Point, North Carolina
- Serves
- High Point
Distilled from this business's own website.
Contact & Location
- Address
- 501 N Main St, High Point, NC 27260
- Phone
- +13364107222
- Website
- https://fa.ml.com/ckelley5/
Services
- wealth management
- financial planning
- portfolio strategy
- retirement planning
- legacy planning
- business planning
- lending