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Merrill Lynch Financial Advisor Dominick A DeRosa
301 Tresser Boulevard, Stamford, Connecticut 06901
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About the Merrill Lynch Financial Advisor Dominick A DeRosa
Merrill Lynch Financial Advisor Dominick A DeRosa is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. Managing your wealth with a deep understanding of your financial picture is our priority. We create flexible strategies to adapt to changing market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Our personalized wealth management strategies are tailored to help you achieve your goals.
We are deeply rooted in the communities we serve, often volunteering with local organizations. Our Merrill Personal Wealth Analysis™ helps us build a plan centered on your goals. We focus on what matters most to you - family, goals, and priorities - as they evolve over time. By starting with a conversation, we identify and prioritize your goals to create a financial approach that aligns with your aspirations.
Our Investment Personality Assessment helps us understand your investing preferences, allowing us to customize a financial approach that suits your needs. We believe in building a plan that helps you manage, grow, and preserve your wealth while considering the impact for future generations.
Our mission is to understand you and your priorities, designing a personalized plan to help you pursue financial goals and manage investment risk. We review your progress regularly and make adjustments as needed to keep you on track. Let's work together to achieve your goals and navigate life's changes.
As Merrill Lynch Wealth Management Advisors, we provide personalized investment strategies and comprehensive financial solutions tailored to your needs. We are dedicated to putting you first and helping you live your best financial life. Contact us to start building a customized investment approach that aligns with your goals and aspirations.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States
Opening hours of Merrill Lynch Financial Advisor Dominick A DeRosa
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:
Closed
Sunday:
Closed
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