Merrill Lynch Financial Advisor Simone A Lee
1 Crossroads Drive, Bedminster, NJ 07921
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
Photos
Location & Phone number
About the Business
elcome to Merrill Lynch Financial Advisor Simone A Lee, located at 1 Crossroads Drive in Bedminster, New Jersey. Our institution, The Lee Casey Group at Merrill, focuses on helping individuals and families plan for the future through custom wealth management strategies. We work closely with financial intermediaries to coordinate tax and estate planning, insurance needs, and other complex situations.
We believe in building strong relationships that span generations, extending to clients' children and grandchildren. Our team takes the time to understand your financial situation, goals, and what matters most to you. Through one-on-one collaboration, we can create a personalized financial strategy tailored to your needs.
At Merrill Lynch, we offer clients a range of solutions, premier customer service, and financial tools based on their unique circumstances. Our Investment Personality Assessment helps us understand your investing preferences and customize our approach to help you achieve your goals.
Our team is committed to helping you navigate life's changes and stay on track to achieve what's important to you. By regularly reviewing your goals and financial approach, we can ensure that your strategy reflects your evolving needs.
As recognized advisors in the financial industry, we are dedicated to providing exemplary client service. Our team at Merrill Lynch Financial Advisor Simone A Lee is supported by the global resources of Merrill, and we are committed to building strong client relationships based on trust and personalized service.
Let us help you create a financial approach that reflects your personality and priorities. Together, we can work towards achieving your goals and securing your financial future. Contact us today to start the conversation.
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