Merrill Lynch Financial Advisor Xingyu Liu

Why pick this one

Xingyu Liu offers personalized financial planning in Raleigh and connects clients with specialist resources from Merrill and Bank of America.

Best for

  • personalized financial planning
  • wealth management advice

Look elsewhere if

  • clients looking for budget financial services
  • short-term transactional financial needs

Certifications

  • NMLS #1076940

What makes them different

  • personalized financial planning based on client goals
  • access to investment insights from Merrill
  • connects clients with Bank of America specialists
  • commitment to creating evolving financial strategies
Serves
Raleigh

Distilled from this business's own website.

Contact & Location

Address
4242 Six Forks Rd, Raleigh, NC 27609
Phone
9198292029
Website
https://advisor.ml.com/sites/nc/raleigh-nc/xingyu.liu

Services

  • financial advising
  • wealth management

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