Merrill Lynch Financial Advisor James C Steele 2 Pine Street, New Canaan, CT 06840

Merrill Lynch Financial Advisor James C Steele, located at 2 Pine Street in New Canaan, Connecticut, offers personalized financial services to clients. With over 60 years of combined experience, the Hoelzer Steele Group provides a holistic approach to financial planning, taking into account clients' goals, risk tolerance, and investment objectives. The team focuses on frequent communication, honesty, and transparency to build trust with clients.

The institution offers customizable wealth management services to affluent individuals, families, and professionals, guiding clients through various life events such as career changes, education savings, retirement planning, and legacy planning. The team at Merrill Lynch aims to create a customized financial strategy tailored to each client's unique needs and goals. They utilize resources from Bank of America and Merrill to address all aspects of a client's financial life.

Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2023 and 2024, the Hoelzer Steele Group is committed to providing exemplary client service. The team is dedicated to building strong client relationships based on trust, personalized service, and a deep understanding of each client's financial situation.

As Merrill Lynch Wealth Management Advisors, the team helps clients navigate the complexities of their financial lives, offering personalized investment strategies and comprehensive financial solutions. With a focus on listening to clients' needs and goals, the team at Merrill Lynch strives to help clients achieve their financial objectives and stay on track, regardless of market fluctuations.

Whether clients are planning for retirement, saving for college, or preparing for future expenses, Merrill Lynch Financial Advisor James C Steele and the Hoelzer Steele Group are dedicated to helping clients create a financial approach that aligns with their life priorities. By getting to know each client personally and understanding what matters most to them, the team can offer tailored financial advice and guidance to help clients live their best financial life.