Patricio Panuncio, Financial Advisor

New on Angi

About us

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.

Services we offer

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.

Amenities

Free Estimates
Yes

Reviews

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Contact information

60 E South Temple 200-61, Salt Lake City, UT 84111

https://fa.ml.com/utahutah/salt-lake-city/patricio-panuncio/

Service hours

Monday:
7:30 AM - 5:00 PM
Tuesday:
7:30 AM - 5:00 PM
Wednesday:
7:30 AM - 5:00 PM
Thursday:
7:30 AM - 5:00 PM
Friday:
7:30 AM - 5:00 PM

Licensing

Licensed*

Trade License Number
7, 66
State Contractor License Requirements

All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our State Contractor License Requirements page.

*Contact business to see additional licenses.

Service Categories

FAQ

Patricio Panuncio, Financial Advisor is currently rated 0 overall out of 5.

Monday: 7:30 AM - 5:00 PM

Tuesday: 7:30 AM - 5:00 PM

Wednesday: 7:30 AM - 5:00 PM

Thursday: 7:30 AM - 5:00 PM

Friday: 7:30 AM - 5:00 PM

Yes, Patricio Panuncio, Financial Advisor offers free project estimates.
No, Patricio Panuncio, Financial Advisor does not offer eco-friendly accreditations.
No, Patricio Panuncio, Financial Advisor does not offer a senior discount.
No, Patricio Panuncio, Financial Advisor does not offer emergency services.
No, Patricio Panuncio, Financial Advisor does not offer warranties.
Patricio Panuncio, Financial Advisor offers the following services: 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.

Contact information

60 E South Temple 200-61, Salt Lake City, UT 84111

https://fa.ml.com/utahutah/salt-lake-city/patricio-panuncio/

Service hours

Monday:
7:30 AM - 5:00 PM
Tuesday:
7:30 AM - 5:00 PM
Wednesday:
7:30 AM - 5:00 PM
Thursday:
7:30 AM - 5:00 PM
Friday:
7:30 AM - 5:00 PM