Merrill Lynch Financial Advisor Steve Lvovsky
11810 Grand Park Avenue, North Bethesda, MD 20852
Location & Phone number
11810 Grand Park Ave, North Bethesda, MD 20852, United States
About the Business
Merrill Lynch Financial Advisor Steve Lvovsky, located at 11810 Grand Park Avenue in North Bethesda, Maryland, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With a focus on personalized wealth management strategies, Steve Lvovsky and his team at The Lvovsky Baker Group cater to accomplished individuals who may not have the time to manage their wealth due to busy careers and lifestyles. The group takes a collaborative approach, working with clients' CPAs, attorneys, and Bank of America Private Bank specialists to create tailored strategies that account for tax minimization and estate planning considerations.
With a commitment to helping clients pursue their financial goals, Steve and Ryan Baker begin the investment process by assessing where clients stand on their path toward their desired outcomes. They prioritize wealth preservation and retirement readiness, creating risk-managed portfolios that include various asset classes to minimize volatility. The team believes in enhancing clients' wealth while enriching their lives, ensuring that clients' financial wellbeing is a top priority.
By offering access to the investment insights of Merrill and banking solutions from Bank of America, Steve Lvovsky and his team work with clients to develop approaches that address their financial needs and goals. Through conversations and an Investment Personality Assessment, the team aims to understand clients' priorities and preferences and provide tailored financial strategies. They believe that financial success can be achieved by making informed investment decisions that align with clients' personally meaningful goals.
Overall, Merrill Lynch Financial Advisor Steve Lvovsky and The Lvovsky Baker Group strive to bring fresh perspectives to clients' financial lives, helping them make informed decisions as they pursue their financial goals. With a focus on understanding clients' aspirations and priorities, the team aims to provide personalized wealth management strategies that adapt to clients' changing needs and circumstances.
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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