Merrill Lynch Financial Advisor Colleen M Sharkey
301 Tresser Boulevard, Stamford, CT 06901
Location & Phone number
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States
About the Business
Merrill Lynch Financial Advisor Colleen M Sharkey is located at 301 Tresser Boulevard in Stamford, Connecticut, United States. The institution, part of The Smiles Group team, prioritizes putting you at the center of the financial planning process. With access to global investing capabilities from Merrill and banking solutions from Bank of America, the team helps identify and prioritize personal goals such as funding education, planning for retirement, covering healthcare costs, and preserving wealth. They develop personalized financial strategies aligned with your aspirations, believing that the best approach is one that helps you pursue your goals. Through conversations and the Investment Personality Assessment, the team gets to know you better as an investor, refining your investing preferences to create a customized financial approach. They offer tools to help track changes in your life and goals, ensuring your financial approach reflects your evolving needs. The team is committed to helping you achieve your goals by building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, they can create a personalized plan centered on your goals. Whether you're planning for retirement, buying a home, or funding a child's education, the team is dedicated to helping you make investment-related decisions that align with your meaningful goals. Merrill Lynch Wealth Management Advisors are there to help you navigate the financial complexities of life, building a customized investment approach to address your needs and pursue your goals. With a focus on personalized service and building a strong client-advisor relationship, Merrill Lynch Financial Advisor Colleen M Sharkey is dedicated to helping you achieve your financial goals.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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