Merrill Lynch Financial Advisor Peter M Starrett
63 Copps Hill Road, Ridgefield, Connecticut, United States
About the Merrill Lynch Financial Advisor Peter M Starrett
Merrill Lynch Financial Advisor Peter M Starrett is a finance institution located at 63 Copps Hill Road, Ridgefield, Connecticut, United States. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. Peter Starrett is dedicated to providing exemplary client service and has been recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024.
Managing your wealth begins with a deep understanding of your financial picture, and Peter can help create a flexible strategy tailored to your goals. With access to investment insights from Merrill and banking solutions from Bank of America, Peter works to help you pursue your financial goals through personalized wealth management strategies.
Peter believes in participating in the community and volunteers with local organizations. He offers Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. By getting to know you and understanding your financial priorities, Peter can customize a financial approach to help you achieve what matters most to you.
Through the Investment Personality Assessment, Peter can gain a deeper understanding of your investing preferences and customize a financial approach to align with your goals. As your life and goals change, Peter offers tools to help you keep track of these changes and adapt your financial approach accordingly.
Peter's mission is to understand you and what matters most to you, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk. By staying in touch and revisiting your financial approach, Peter aims to help you stay on track to achieve what's most important to you.
As a Merrill Lynch Wealth Management Advisor, Peter is dedicated to helping you build a customized investment approach tailored to your needs and goals. By getting to know you personally and understanding your financial situation, Peter can help you create a financial approach that reflects your personality and priorities.
Peter Starrett is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Consult your advisors before making financial decisions. Let Peter Starrett help you achieve your financial goals and live your best financial life.
Photos of Merrill Lynch Financial Advisor Peter M Starrett
63 Copps Hill Rd Ground Floor, 63 Copps Hill Rd Ground Floor, Ridgefield, CT 06877, United States
Opening hours of Merrill Lynch Financial Advisor Peter M Starrett
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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