Merrill Lynch Financial Advisor Christopher W. Smiles
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 Christopher W. Smiles, located at 301 Tresser Boulevard in Stamford, Connecticut, offers personalized financial planning services through the Smiles Group team. With a focus on putting clients at the center of the planning process, the team provides access to global investing capabilities from Merrill and banking solutions from Bank of America. They assist clients in identifying and prioritizing personal goals, such as funding education, retirement planning, healthcare costs, and wealth preservation.
The team believes in developing a personalized financial strategy aligned with each client's unique goals and aspirations. By starting with a conversation to understand what matters most to the client, they can tailor their approach to help them pursue their financial objectives. Utilizing the Investment Personality Assessment, the team gains insights into each client's investing preferences and develops a customized financial plan to align with their goals.
Whether clients are planning for retirement, buying a home, or funding their children's education, the team at Merrill Lynch is dedicated to helping them make informed investment decisions to achieve their meaningful goals. They offer a range of resources and experience to meet clients' financial needs, providing services such as retirement planning, investment advice, and employee education.
Recognized for exemplary client service, Merrill advisors like Christopher W. Smiles have received accolades from industry publications and Bank of America Corporation. With a commitment to building strong client relationships based on trust and personalized service, the team at Merrill Lynch strives to help clients achieve their financial goals through a customized investment approach.
Through the Merrill Personal Wealth Analysis™, clients can create a personalized financial plan centered on their goals and aspirations. As life and financial markets evolve, the team regularly reviews and adjusts clients' financial approaches to help them stay on track. By understanding each client's priorities and personality, the team can offer tailored advice to address market fluctuations and life changes, ultimately helping clients achieve their 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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