Merrill Lynch Financial Advisor Michael Leeder - San Luis Obispo, California

Okay, here’s a detailed description of Merrill Lynch Financial Advisor Michael Leeder, formatted as requested, aiming for a formal and approachable tone:

Merrill Lynch Financial Advisor Michael Leeder: A Comprehensive Overview

For individuals seeking professional financial guidance and personalized planning, Merrill Lynch Financial Advisor Michael Leeder presents a valuable resource. Located at 1020 Marsh St, San Luis Obispo, CA 93401, Mr. Leeder operates within a firm committed to delivering sophisticated financial solutions. His telephone number is 805-596-2236, and prospective clients can access further information, including detailed profiles and resources, via his dedicated website: advisor.ml.com. It's important to note that currently, the company has no reviews on Google My Business, representing an opportunity for Mr. Leeder to showcase his services and build client trust.

About Michael Leeder

Mr. Leeder’s expertise centers around being a Financial Consultant and a Financial Planner. He focuses on tailoring strategies to meet the unique needs and goals of his clientele. His credentials, including designations like CPFA (Certified Private Wealth Advisor) and CFP (Certified Financial Planner), demonstrate a commitment to ongoing education and adherence to high ethical standards within the financial industry.

Key Features & Accessibility

Mr. Leeder’s office is designed with accessibility in mind. Here’s a breakdown of the facilities available:

• Wheelchair Accessible Entrance: Ensures convenient access for all visitors.
• Wheelchair Accessible Parking Lot: Provides dedicated parking spaces.
• Wheelchair Accessible Restroom: A fully accessible restroom is available.
• Restroom: Standard restroom facilities.

Appointments are strongly recommended to ensure sufficient time for a thorough consultation and to develop a customized plan.

Location & Contact Information

Address: 1020 Marsh St, San Luis Obispo, CA 93401

Phone: 805-596-2236

Website: advisor.ml.com

Client Feedback & Assessment

Currently, the average client opinion is 0/5, reflecting the lack of publicly available reviews. This does not necessarily diminish the quality of his services, but it highlights the importance of seeking firsthand accounts and engaging directly with Mr. Leeder to assess his suitability for individual needs. It’s advisable to inquire about his approach to client communication and investment strategies.

Recommendation

For individuals in the San Luis Obispo area seeking a dedicated and experienced financial advisor within the Merrill Lynch framework, Michael Leeder represents a solid option. While the absence of reviews warrants a proactive approach, his credentials, accessibility features, and clear specialization demonstrate a commitment to client service. We encourage prospective clients to visit his website at advisor.ml.com to schedule an appointment and discuss your financial goals. Directly contacting him via phone at 805-596-2236 would be the most effective way to begin the process.