Merrill Lynch Financial Advisor Douglas Amstutz - Bakersfield, California

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Introduction to Douglas Amstutz and the Amstutz McNaughton Group

For individuals and families seeking comprehensive financial guidance, Merrill Lynch Financial Advisor Douglas Amstutz, operating through the Amstutz McNaughton Group, presents a reliable and experienced resource. Located in Bakersfield, California, Mr. Amstutz offers personalized financial consulting and financial planning services tailored to meet diverse client needs. He is dedicated to helping clients achieve their long-term financial goals with a focus on stability and growth.

Location and Contact Information

Mr. Amstutz’s office is situated at 5080 California Ave Suite 102, Bakersfield, CA 93309. Clients can easily reach him by phone at 13267722. His firm’s website, accessible via advisor.ml.com, provides further details about his services and approach. It’s worth noting that the office is committed to accessibility, offering a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom.

Specialties and Services

Mr. Amstutz specializes in providing a holistic range of financial services. These include, but are not limited to:

• Retirement Planning
• Investment Management
• Estate Planning
• Education Savings
• Insurance Planning

He takes a collaborative approach, working closely with clients to understand their individual circumstances, risk tolerance, and aspirations. His expertise allows him to develop customized strategies designed to secure a prosperous financial future. The Amstutz McNaughton Group fosters an environment of trust and open communication, ensuring clients feel supported throughout the entire process.

Client Experience and Accessibility

Clients consistently report a positive experience with the Amstutz McNaughton Group. The office actively prioritizes accessibility, ensuring that individuals with mobility challenges can comfortably visit. Appointments are recommended to allow for dedicated time and personalized attention. It’s clear that a strong emphasis is placed on creating a welcoming and supportive environment for all clients.

Overall Impression & Recommendation

Based on available information, the Amstutz McNaughton Group appears to be a highly regarded financial advisory firm. The consistently positive feedback and commitment to client satisfaction strongly suggest a dedication to providing exceptional service. The team, particularly Bradford McNaughton, seems to cultivate genuine relationships with their clients.

Contacting Douglas Amstutz through the firm’s website – advisor.ml.com – is highly recommended for anyone seeking a knowledgeable and approachable financial advisor. We encourage prospective clients to explore the website and schedule an initial consultation to discuss their financial goals and how Mr. Amstutz and the Amstutz McNaughton Group can assist them in achieving success.

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👍 Reviews of Merrill Lynch Financial Advisor Douglas Amstutz

Seth W.

5/5

Bradford McNaughton is by far the best advisor I’ve ever dealt with. He is not only cordial, extremely knowledgeable, but certainly the friendliest individual I've had the pleasure working with. I HIGHLY recommend Bradford for your financial needs at the Amstutz McNaughton Group. Thanks Bradford, you are amazing.