Merrill Lynch Financial Advisor Zachery Freire 69 State Street, Albany, NY 12207
About the Business
Merrill Lynch Financial Advisor Zachery Freire, located at 69 State Street, Albany, New York, United States, is committed to understanding your values and helping you achieve your financial goals. With a focus on personalized wealth management strategies, Zachery and his team work to create flexible financial plans tailored to your individual needs. As a US Army Veteran, Zachery is also actively involved in community organizations such as The CEG's Veteran Connect Center.
Through one-on-one conversations and the Merrill Personal Wealth Analysis™, Zachery helps clients build and document personalized financial plans centered on their goals. By utilizing the Investment Personality Assessment, he gains a deeper understanding of each client's investing preferences to customize their financial approach. With access to the investment insights of Merrill and the banking solutions of Bank of America, Zachery provides comprehensive financial strategies to help clients manage, grow, and preserve their wealth.
As life and goals evolve, Zachery's team will regularly review and adjust financial approaches to ensure clients stay on track towards achieving what matters most to them. By focusing on solutions that turn goals into reality, Zachery helps clients navigate the complexities of the financial markets and changes in their lives. With a dedication to putting clients first, Zachery and his team offer personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
Registered to do business in multiple states, Zachery Freire is a Chartered Retirement Planning Counselor™ with expertise in helping clients plan for their financial futures. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. With a commitment to providing the latest investment insights and strategies, Zachery and his team at Merrill Lynch Wealth Management are dedicated to helping clients achieve their financial goals.
Photos
Hours open
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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