ML
Merrill Lynch Financial Advisor Sandra Adam
Financial consultant
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Services Offered
- Investment advice
- Financial planning
- Retirement planning
- Wealth management
About
Sandra Adam is a financial advisor based in Toledo, Ohio, affiliated with Merrill Lynch. She offers investment advice and strategies tailored to her clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Sandra specializes in creating personalized financial plans. Her services are designed for individuals and families seeking comprehensive financial guidance to achieve their financial objectives.
Reviews
Location
4908 Whiteford Rd, Toledo, Ohio

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Contact This Advisor
Business Information
Address
4908 Whiteford Rd
Toledo, Ohio 43623
Phone
+1419-259-1919
Website
https://advisor.ml.com/sites/oh/toledo-oh/hadgroup
Business Hours
Contact for business hours