Merrill Lynch Financial Advisor Daniel T Mahoney
2 Crosfield Avenue, West Nyack, NY 10994
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
Merrill Lynch Financial Advisor Daniel T Mahoney, located at 2 Crosfield Avenue, West Nyack, New York, United States, offers personalized financial advice and guidance through the Mahoney Clancy Group. The team believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. They prioritize your goals and aspirations, creating a personalized financial strategy to help you manage, grow, and preserve your wealth. The team is committed to staying informed about your changing life and goals, ensuring that your financial approach reflects your evolving needs. With access to investment insights and comprehensive financial solutions, they aim to help you achieve your financial goals and live your best financial life. The team has received recognition for exemplary client service, setting the standard for wealth management. Let Merrill Lynch Financial Advisor Daniel T Mahoney help you navigate the complexities of your financial life and guide you towards financial success.
Reviews
"As a wealth management advisor, Mr. Mahoney’s aim should be to effectively understand his clients needs, not simply evaluate risk profiles, and help his clients meet their investment goals. To excel in today’s global financial landscape, it is important to remain neutral when wealth management is used for very personal reasons. As the spouse of Mr. Mahoney’s 30+ year client, I was advised “Well, to be honest, Ann $50,000 is a lot of money in three months.” when I was in need of intensive therapy for complex post traumatic stress disorder related to various unfortunate life experiences and circumstances, after being repeatedly denied inpatient treatment by my spouse. Outpatient treatment saved my life. HEALTH is all the WEALTH I need. Mr. Mahoney’s statement could have had a deleterious effect on my life and those of my loved ones; it was a carelessly reckless statement for an experienced wealth manager. Mr. Mahoney caused further trauma with this statement. My best advice: I believe ‘staying in his lane’ with advising and not ‘deciding’ how much money is spent is the ‘best practice’ recommendation to Mr. Mahoney for future clients and all interactions, so there are no further ‘crashes on the financial highway.’"
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