ML
Merrill Lynch Financial Advisor David Courtad
Financial consultant
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Services Offered
- Investment advice
- Financial planning
- Investment strategies
About
David Courtad is a financial advisor based in Akron, Ohio, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. David specializes in creating personalized financial plans that help clients navigate their investment journeys. His practice is focused on serving individuals and families seeking to align their financial decisions with their long-term objectives.
Reviews
Location
4000 Embassy Pkwy Suite 300, Akron, Ohio

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Contact This Advisor
Business Information
Address
4000 Embassy Pkwy Suite 300
Akron, Ohio 44333
Phone
+1330-670-2413
Website
https://advisor.ml.com/sites/oh/bath-oh/the-courtad-group
Business Hours
Contact for business hours