Merrill Lynch Financial Advisor Steven Starnes

Financial planner Myrtle Beach, SC
60 / 100

BizScore

54
AI Visibility
AI Agent ReadinessNot audited yet
65
SEO Performance
0
Google Rating

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Location

About Merrill Lynch Financial Advisor Steven Starnes

Merrill Lynch Financial Advisor Steven Starnes is a financial planner in Myrtle Beach, SC. The practice operates as part of The Starnes Messimer Group, providing wealth management services to clients in the area. The team focuses on creating personalized strategies that align with individual priorities, such as risk tolerance, time horizons, and liquidity needs. By assessing a client's full financial picture, the advisors work to identify challenges and opportunities that support long-term goals. The service model connects life and finances to help clients make informed decisions about their future.

The approach to wealth management is built on the premise that no single strategy fits everyone. Advisors begin by understanding what matters most to each client, including their specific goals and what they want to accomplish over time. This detailed assessment allows the team to employ their experience and resources to guide clients through changing market conditions. The practice provides access to investment insights from Merrill and banking capabilities, including lending solutions, from Bank of America. This combination of resources is intended to help clients pursue their goals through flexible strategies that adapt to their unique circumstances.

The business holds a rating of 4.00 based on one customer review. This positive feedback reflects the experience of a client who engaged with the firm for their financial planning needs.

Merrill Lynch Financial Advisor Steven Starnes offers personalized wealth management in Myrtle Beach, SC, utilizing the combined resources of Merrill and Bank of America to support individual financial goals.

Services:

  • Banking Convenience and Lending Solutions
  • Goals-Based Financial Planning
  • Investment Insights
  • Personalized Service and Care
  • Wealth Management Strategies
  • estate planning services
  • guidance on concentrated stock positions
  • retirement income planning

Contact Merrill Lynch Financial Advisor Steven Starnes

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54 /100

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65 /100
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100/100
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/100
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