Merrill Lynch Financial Advisor Edward Bastidas
355 Alhambra Circle, Coral Gables, FL 33134
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
355 Alhambra Cir 16th floor, Coral Gables, FL 33134, United States
About the Business
specific investment objectives, financial situation or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.
Merrill Lynch Financial Advisor Edward Bastidas, located at 355 Alhambra Circle in Coral Gables, Florida, is dedicated to helping clients achieve their long-term financial goals. Through personalized one-on-one consultations, clients can develop a financial strategy tailored to their individual needs and aspirations. The institution offers services such as wealth transfer, retirement planning, education funding, and investment management.
With a focus on understanding each client's unique goals and priorities, Merrill Lynch Financial Advisor Edward Bastidas uses the Investment Personality Assessment to gain deeper insights into clients' investing preferences. By customizing financial approaches to align with clients' values and objectives, the institution aims to provide meaningful solutions that help clients pursue their financial aspirations.
Supported by the global resources of Merrill and Bank of America, the team at Merrill Lynch Financial Advisor Edward Bastidas is committed to building strong client relationships based on trust and personalized service. Through ongoing communication and regular reviews, clients can stay on track towards achieving their financial goals, with the flexibility to adapt their approach as their life and priorities change.
Whether clients are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Merrill Lynch Financial Advisor Edward Bastidas offers a comprehensive range of services to help clients manage, grow, and preserve their wealth. With a focus on personalized planning and investment management, the institution aims to empower clients to make informed decisions that align with their values and objectives.
As a trusted advisor in the financial industry, Merrill Lynch Financial Advisor Edward Bastidas is dedicated to providing exemplary client service and personalized solutions that help clients turn their financial goals into reality. With a team of experienced professionals and access to cutting-edge resources, the institution is well-equipped to assist clients in navigating the complexities of their financial lives and achieving long-term success.
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