Merrill Lynch Financial Advisor Rob P Tarantino
One Monarch Place, Springfield, Massachusetts 01144
About the Business
Merrill Lynch Financial Advisor Rob P Tarantino is a trusted institution located at One Monarch Place in Springfield, Massachusetts, United States. With a focus on personalized financial planning, Rob Tarantino and his team are dedicated to helping individuals, families, and businesses achieve their short and long-term financial goals. Rob, who has been in the financial industry since 1995, holds the CFP mark, CIMA, CRPC designation, and is a graduate of Rensselaer Polytechnic Institute. Together with his team, they offer a comprehensive approach to wealth management, tailored to each client's unique needs and priorities.
At Merrill Lynch Financial Advisor Rob P Tarantino, every relationship begins with a conversation to identify and prioritize your goals. The team believes that financial success can be achieved by making investment-related decisions that align with your personal aspirations. By utilizing the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to customize a financial approach that helps you pursue what matters most to you. With access to the resources of Merrill and Bank of America, they work with you to develop a plan designed to address your financial needs and help you manage, grow, and preserve your wealth.
The team at Merrill Lynch Financial Advisor Rob P Tarantino is committed to building strong client relationships based on trust and personalized service. They understand that life and financial markets can change over time, and offer tools to help you keep track of these changes and adjust your financial approach accordingly. With a focus on helping you achieve your goals, they provide ongoing support, guidance, and investment insights to help you live your best financial life.
Whether you're planning for retirement, saving for a home, or preparing to pass your wealth to future generations, Merrill Lynch Financial Advisor Rob P Tarantino is dedicated to helping you turn your goals into reality. With a focus on understanding your priorities and providing tailored financial solutions, their mission is to help you and your family pursue financial success while managing investment risk. Contact them today to start building a personalized financial plan that aligns with your unique needs and aspirations.
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Contacts
1414 Main St, One Monarch Place Suite 2300, Springfield, MA 01144, United States
Opening hours
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
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