ML

Merrill Lynch Financial Advisor Paul Bartschi

Financial consultant

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Services Offered

  • Investment advice
  • Financial planning
  • Investment management

About

Paul Bartschi is a financial advisor based in Westlake Village, California, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. His services include comprehensive financial planning and investment management. Paul serves individuals and families looking for personalized financial guidance to help them achieve their financial objectives.

Reviews

Location

2815 Townsgate Rd Suite 300, Westlake Village, California
Map showing location in Westlake Village, California
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Contact This Advisor

Business Information

Address

2815 Townsgate Rd Suite 300
Westlake Village, California 91361

Phone

+1805-381-1471

Website

https://advisor.ml.com/sites/ca/modesto-ca/snt

Business Hours

Contact for business hours