Merrill Lynch Financial Advisor Cale Kunkle - San Luis Obispo, California

Address: 1020 Marsh St, San Luis Obispo, CA 93401, United States.
Phone: 8055962226.
Website: advisor.ml.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.

📌 Location of Merrill Lynch Financial Advisor Cale Kunkle

Merrill Lynch Financial Advisor Cale Kunkle 1020 Marsh St, San Luis Obispo, CA 93401, United States

⏰ Open Hours of Merrill Lynch Financial Advisor Cale Kunkle

  • Monday: 7 am–3:30 pm
  • Tuesday: 7 am–3:30 pm
  • Wednesday: 7 am–3:30 pm
  • Thursday: 7 am–3:30 pm
  • Friday: 7 am–3:30 pm
  • Saturday: Closed
  • Sunday: Closed

Okay, here’s a detailed overview of Merrill Lynch Financial Advisor Cale Kunkle, formatted as requested, aiming for a formal and approachable tone:

Merrill Lynch Financial Advisor Cale Kunkle: A Comprehensive Overview

For individuals and families seeking expert financial guidance and strategic planning, Merrill Lynch Financial Advisor Cale Kunkle presents a valuable resource. Located in San Luis Obispo, California, Mr. Kunkle offers a personalized approach to wealth management, leveraging the resources of a globally recognized institution. Let’s delve into the specifics of his services and qualifications.

Location and Contact Information:

Address: 1020 Marsh St, San Luis Obispo, CA 93401, United States
Phone: 805-596-2226
Website: advisor.ml.com

Professional Background & Specialties:

Cale Kunkle is a seasoned financial consultant and financial planner with a strong commitment to assisting clients in achieving their long-term financial goals. His expertise encompasses a wide range of services, including:

Retirement Planning
Investment Management
Estate Planning
Risk Management
Insurance Planning

He works diligently to understand each client’s unique circumstances, risk tolerance, and objectives, tailoring strategies accordingly. Mr. Kunkle’s affiliation with Merrill Lynch provides access to a vast array of investment products and research tools.

Accessibility and Amenities:

Mr. Kunkle's office is designed with accessibility in mind. Key features include:

Wheelchair-Accessible Car Park
Wheelchair-Accessible Entrance
Wheelchair-Accessible Toilet
General Toilet Facilities

Appointments are strongly recommended to ensure dedicated time for personalized consultations.

Client Feedback & Current Status:

Currently, Cale Kunkle’s Google My Business profile reflects a limited number of client reviews – a noteworthy observation at 0 reviews. The average opinion stands at 0/5, indicating a need for more client testimonials to build a stronger reputation. This doesn’t necessarily reflect the quality of his services, but rather a lack of publicly available feedback at this time.

Key Considerations & Recommendations:

| Feature | Detail |
|------------------|---------------------------------------|
| Specialties | Financial Consulting, Financial Planning |
| Firm Affiliation| Merrill Lynch |
| Accessibility | Fully Accessible |
| Appointment | Strongly Recommended |

It's important to acknowledge that the limited review data currently available makes it challenging to form a fully informed opinion based solely on public feedback. However, his location, accessibility features, and professional credentials through Merrill Lynch suggest a solid foundation for potential clients.

Concluding Recommendation:

For those seeking a dedicated and experienced financial advisor in the San Luis Obispo area, Cale Kunkle offers a potentially beneficial partnership. We encourage prospective clients to explore his website – advisor.ml.com – to learn more about his services and to schedule a consultation. Actively seeking out and sharing your experiences will also greatly contribute to building a more comprehensive understanding of his approach and the value he brings to his clients.

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