Merrill Lynch Financial Advisor Brett S. Berkman
2 Pickwick Plaza, Greenwich, CT 06830
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
2 Pickwick Plaza 3rd Floor, Greenwich, CT 06830, United States
About the Business
Merrill Lynch Financial Advisor Brett S. Berkman, located at 2 Pickwick Plaza in Greenwich, Connecticut, is a prestigious finance institution dedicated to providing exemplary client service. The institution is proud of its advisors who have received recognition from financial industry publications as well as Bank of America Corporation. With a team of talented and experienced individuals, Merrill Lynch is committed to building strong client relationships based on trust and personalized service.
At Merrill Lynch Wealth Management, your financial advisor focuses on what matters most to you - your family, goals, and priorities. The team is dedicated to helping you pursue your personal planning strategy, whether it's funding your children's educations, planning for retirement, or managing the transfer of wealth to the next generation. By taking into account your personal perspective and priorities, Merrill Lynch aims to simplify the complexities of finance and help you reach your goals.
The institution believes in including the entire family in the financial planning process, working together to engage family members in planning strategies and facilitating discussions about family finances. With a focus on identifying and defining your goals, Merrill Lynch helps create a financial strategy that reflects your investment style and is aligned with your life plan.
By utilizing the Investment Personality Assessment and other tools, Merrill Lynch aims to customize a financial approach that helps you pursue your goals and adapt to changes in your life and the financial markets. The team of Merrill Lynch Wealth Management Advisors is committed to providing personalized investment strategies and comprehensive financial solutions to help you navigate the financial landscape and achieve your goals. Let Merrill Lynch help you pursue your financial goals and build a customized investment approach tailored to your needs.
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