Merrill Lynch Financial Advisor Gina M Leclair
About the Business
Merrill Lynch Financial Advisor Gina M Leclair is a finance institution located at 1 Financial Plaza, Providence, Rhode Island, United States. Whether you are considering home, health, giving, leisure, or retirement, the institution understands that you have goals that are important to you. The value you place on your life priorities is matched by the desire to work with a wealth management advisory team that understands your concerns, aspirations, and dreams. The De Marco-McCarthy-Florio Group can assist you and your family along your financial journey, providing resources to help you connect to a better financial life and experience financial well-being.
The institution believes in developing a personalized financial approach that helps you pursue your goals, whether it be managing future health care expenses, planning for college, or preparing for retirement. The team at Merrill Lynch takes the time to get to know you personally, understand your investment style, and build an individualized plan that reflects your needs. By utilizing the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs.
Merrill Lynch also offers the Investment Personality Assessment to gain a deeper understanding of how you think and feel about investing, in order to customize a financial approach that helps you pursue what matters most to you. The institution's advisors have received recognition from financial industry publications, setting the standard for exemplary client service.
Supported by the global resources of Merrill, the team at Merrill Lynch Financial Advisor Gina M Leclair is committed to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, they can help build and document a personalized plan centered on your goals.
The institution understands that both your life and the financial markets can change over time, and they are dedicated to helping you stay on track to achieve what's most important to you. They will meet with you regularly to review your goals, progress, and any adjustments needed to your financial approach. Let Merrill Lynch Financial Advisor Gina M Leclair work with you to help you achieve your goals and create a financial approach that reflects your personality and priorities.
Photos
Location & Phone number
1 Financial Plaza, Providence, RI 02903, United States
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
List of local businesses, places and services in Rhode Island
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos