Merrill Lynch Financial Advisor Paul Okeefe

Welcome to Merrill Lynch in Clinton Township, MI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Welcome to Merrill Lynch in Clinton Township, MI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.

Beginning as Horizon Wealth Management, our firm was formed in 2012. We realized that being independent was the only way we could avoid conflicts and truly serve our clients’ best interests. Our team quickly attracted industry talent with our integrity and client-focused approach. We achieved our goal of becoming a comprehensive financial planning firm. Although we built a team and delivered to our clients as promised, we realized that there was a powerful synergy with accountants.