Merrill Lynch Financial Advisor Gordon Richardson
Why pick this one
Merrill Lynch Financial Advisor Gordon Richardson has over 150 years of collective experience and is recognized as a Forbes 'Best-in-State Wealth Advisor'.
Best for
- affluent clients seeking personalized financial planning
Look elsewhere if
- clients with budget-sensitive financial needs
Specialties
- customized long-term wealth and investment management
Certifications
- Forbes 'Best-in-State Wealth Advisors' 2022-2025
- Forbes 'Best-in-State Wealth Management Teams' 2023-2026
What makes them different
- over 150 years of collective experience in the financial services industry
- focus on understanding clients' life goals and objectives
- goals-based strategies designed for individual needs
- Investment Personality Assessment developed to understand clients better
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4242 Six Forks Rd, Raleigh, NC 27609
- Phone
- 9198292077
- Website
- https://advisor.ml.com/sites/nc/raleigh-nc/rich...
Services
- wealth management