ML
Merrill Lynch Financial Advisor Stephanie Heinze
Financial consultant
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Services Offered
- Investment advice
- Financial planning
- Retirement planning
- Wealth management
About
Stephanie Heinze is a financial advisor based in South Bend, Indiana, 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®), Stephanie provides comprehensive financial planning services. Her practice focuses on helping individuals and families navigate their financial journeys effectively.
Reviews
Location
100 N Michigan St Suite 500, South Bend, Indiana

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Contact This Advisor
Business Information
Address
100 N Michigan St Suite 500
South Bend, Indiana 46601
Phone
+1574-282-3645
Website
https://advisor.ml.com/sites/in/south-bend-in/william_simon
Business Hours
Contact for business hours