Merrill Lynch Financial Advisor Alexander J Freed
About the Business
Merrill Lynch Financial Advisor Alexander J Freed is a finance institution located at 11810 Grand Park Avenue, North Bethesda, Maryland, United States. The institution focuses on managing wealth through personalized strategies tailored to individual financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, clients can work with Alexander Freed to develop a financial approach designed to address their specific needs.
Through the Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals and aspirations. By understanding the client's investment personality and preferences, Alexander Freed can customize a financial approach to help them pursue what matters most.
The institution values community involvement and volunteer work, reflecting the deep-seated tradition of giving back to the communities they serve. By prioritizing client relationships and understanding their evolving goals and priorities, Alexander Freed helps clients navigate changes in their life and the financial markets.
As a Certified Financial Planner, Alexander Freed is committed to helping clients achieve their financial goals by providing personalized investment strategies and comprehensive financial solutions. With a focus on understanding each client's unique needs and financial situation, Alexander Freed works to design an approach that reflects their individual priorities.
Through ongoing communication and review meetings, clients can stay on track to achieve their financial goals, with access to the latest investment insights and strategies. Alexander Freed is registered to do business in multiple states and holds certifications from reputable financial institutes.
Investing involves risk, and past performance does not guarantee future results. Clients are encouraged to consult with legal and tax advisors before making any financial decisions. With a focus on personalized service, Alexander Freed and Merrill Lynch Financial Advisor aim to help clients live their best financial life and achieve their goals.
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Location & Phone number
11810 Grand Park Ave, North Bethesda, MD 20852, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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