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Patricio Panuncio, Financial Advisor

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Description

I am a Financial Advisor with Merrill Lynch Wealth Management. I work with an established team of wealth management professionals to deliver personalized financial strategies to individuals, families, foundations and businesses. We deliver the intimacy of a boutique underpinned by the resources of a global institution. I enjoy providing a relationship based approach that allows me to help my clients fulfil their goals. Whether it's sending children to college, planning for retirement or selling a business, I connect my clients to the right strategies....

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**$300 off closing costs for Angi members** **95% jumbo mortgages available **Veteran mortgages, very aggressive rates based on working on low margins, NO LENDER FEES** **Conventional & FHA mortgages, aggressive rates and fees based on lower margins** Mike Murgatroy has 23 years of lending experience and is an Angi Super Service Award recipient 2012-2020. Mike is also ranked in the top 1% mortgage originators in the United States. With integrity at the core of his values, you can rest assured that Mike Murgatroy will give you informed detailed mortgage advice, the same he would recommend to his own family. Utilizing the platform of Guaranteed Rate, The Home Purchase Experts℠, Mike is able to provide customized loan products to fit almost every need and is proud to be a contributing part of Guaranteed Rate’s 96% customer satisfaction rating. We pride ourselves on having a transparent process which we will walk you through every step of the way, and proud to have offered the world’s first Digital Mortgage! Start your application process today by visiting www.Rate.com/Murg and find out why so many others continue to bring their business to Mike Murgatroy. NMLS ID# 60099; Guaranteed Rate NMLS ID# 2611 http://www.nmlsconsumeraccess.org  

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Award 2020

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Services Offered

Goals-based wealth management, education funding strategies, tax minimization strategies, investment assessment, Managing income in retirement, managing 401(K) during job transition, planning for retirement, health care expense planning, Everyday cash management, saving products, Credit cards, home financing, home equity financing, securities-based lending, customized lending, Alternative investments, concentrated stock services, equity and fixed-income strategies, etc.

Services Not Offered

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General Information
Free Estimates
Yes
Eco-Friendly Accreditations
No
Payment Options
Senior Discount
Emergency Service
No
Warranties
No