Merrill Lynch Financial Advisor Simon Alexander 266 Merrick Road, Lynbrook, NY 11563
About the Business
Merrill Lynch Financial Advisor Simon Alexander, located at 266 Merrick Road, Lynbrook, New York, United States, offers personalized financial approaches to help clients pursue their most important goals. Whether planning for retirement, managing future expenses, or transferring wealth to future generations, the AlexanderSacks Group is committed to understanding clients' priorities and aspirations. By utilizing Merrill analytics and Bank of America's products and services, the group creates customized plans tailored to individual needs. The team focuses on Goals Based Wealth Management, emphasizing collaboration, transparency, and integrity in client relationships. Through the Investment Personality Assessment, clients can refine their investing preferences to align with their goals. With a dedicated team of experienced professionals, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help 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 - 4:30 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Advisor
- Audit & Consulting
- Collaborative Wealth Management
- Comprehensive Financial Solutions
- Estate Planning
- Family Office Solutions
- Financial Advisor Services
- Financial Goals
- Future Expenses Planning
- Goal-Based Investing
- Goal-Oriented Investing
- Goals Based Wealth Management
- Inheritance Planning
- Investing
- Investing For Retirement
- Investment Goals
- Investment Planning
- Investment Preferences
- Investment Strategy
- Investor Relations
- Legacy Planning
- Personalized Finance
- Retirement Income Planning
- Retirement Planning
- Retirement Planning Services
- Tax Planning Strategies
- Transparency In Finance
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Wealth Preservation
- Wealth Transfer
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