Merrill Lynch Financial Advisor William Applegate

Services Offered

• investment advice
• financial planning
• investment management

About

William Applegate is a financial advisor based in Newport Beach, California, offering investment advice and strategies tailored to individual client needs. He focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity requirements to provide comprehensive financial planning. His services include investment management and personalized financial strategies. William serves a diverse clientele looking for guidance in achieving their financial objectives.

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