Merrill Lynch Financial Advisor David Krake - Brea, California

Address: 145 S State College Blvd Suite 300/350, Brea, CA 92821.
Phone: 142574481.
Website: advisor.ml.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 30 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Merrill Lynch Financial Advisor David Krake

☎️142574481

⏰ Open Hours of Merrill Lynch Financial Advisor David Krake

Monday: 7 AM–3 PM
Tuesday: 7 AM–3 PM
Wednesday: 7 AM–3 PM
Thursday: 7 AM–3 PM
Friday: 7 AM–3 PM
Saturday: Closed
Sunday: Closed

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👍 Reviews of Merrill Lynch Financial Advisor David Krake

Merrill Lynch Financial Advisor David Krake - Brea, California

EMMA D.

5/5

David Krake has been my financial advisor since 2006, when I took early retirement. At that time, David was just starting his career at ML but I decided to entrust him with my 401k funds. He helped me grow my funds over the years and am now enjoying retirement with peace of mind and financial stability.
I have maintained a very good personal relationship with David. During the annual review process, we first exchange talks about family, travels, and other personal experiences before discussing funds performance.
I have been very satisfied with having David as my financial advisor for the past 16 years.

YVONNE G.

5/5

I’m so thankful to have been so fortunate to have found David! He has been my financial advisor since 2017.
When I retired, I transferred my entire 401K over to David. Since then he has always taken great care of me, through highs and lows. During the lows I don’t fret much because I feel secure in knowing that David is keeping my retirement safe.
During our annual review, we always take time to talk about my goals, concerns, family and life in general. I’ve been curious on having my own personal portfolio and David signed me up for a ML Edge account.
His crew are also very kind, knowledgeable and helpful!
A great team!

Etta M.

5/5

David Krake has been my financial advisor for over a decade. When I changed jobs, I knew I could not depend on my pension for retirement. He helped established a plan for being financially secure during retirement. He also went above and beyond, helping me resolve some financial issues from an inheritance and some issues from joining Medicare. He has always been patient, tolerant of my lack of computer skills and sensitive to my level of financial knowledge. He has proven himself an effective financial advisor over the years and I have enjoyed working with him.

Juan C.

5/5

David is a very honest and dependable finance advisor. He has helped my wife and I to manage our 401K very efficiently. He conducts frequent meeting with us not only to give us financial advise and how our investments go, but also advises us how to prepare for our retirement in general. I am very happy with David and I am recommending my daughters and family members to start their financial planning with David. He understand Spanish and that is a plus for us since we can communicate better. I highly recommend David.
Juan and Gloria Castro

Tom W.

5/5

My relationship with ML and David began around 2008, when I gave him control of a small portion of my retirement investments (a couple of IRAs). The goal was to see how he performed over several years, and judge whether to ultimately cede control of all my retirement assets, which I did upon retirement in 2017. He and ML have done very well, with David being a consistent and proactive presence. He is easy to engage, listens to my concerns and acts on them where appropriate. Highly recommend David.

John C.

5/5

David has been our financial advisor for over 10 years. In all that time, David has always kept us financially safe in good and bad times. He is very professional in all aspects of retirement planning and assistance. It is nice to have a person like David when it comes to having financial security.

Richard M.

5/5

I have had David as my financial advisor for many years. At first I wasn't sure of ceding him control of my investments, as I had been managing them myself since I was 17. But I found that as I let David take more and more control of my portfolio, it has grown exponentially. A knowledgeable professional, David Krake expertly advises and manages my investments to my complete satisfaction.

Sarah M. G.

5/5

I cannot speak highly enough of Merrill Lynch's David Krake. David saved us from a very bad experience with our previous financial adviser (part of different organization I won't mention here.) His initial visit was far superior than those we'd had before. You can tell right away that he actually cares about your well-being over his own personal interests. This was made even more than evident when I had a personal crisis that greatly affected my financial situation. Through my divorce, David Krake was there every step of the way making sure my investments were safe and secure and that my new regular budget was thought through and feasible; and then again when I experienced an unexpected job loss. He is personable, funny, and highly knowledgeable. In the many years he's worked alongside me and my family, he has made it his mission to stay connected with what is happening with us (both financially and personally) and proven time and again to be a champion for our success. It's clear he not only enjoys what he does but that he is motivated by a greater purpose; something lacking in many financial advisers. If you are looking to get your money working for you or if you are in need of a change, consider David Krake. Just meet with him...then you can thank me later. 🙂