Merrill Lynch Financial Advisor J Scott Freeman
2 Court Street, Binghamton, NY 13901
About the Business
Merrill Lynch Financial Advisor J Scott Freeman is a finance institution located at 2 Court Street, Binghamton, New York, United States. J. Scott Freeman, the Senior Vice President, Wealth Management Advisor, has over 30 years of experience providing financial and wealth management advice. He holds professional designations such as Certified Investment Management Analyst, CIMA®, Chartered Retirement Planning Counselor, CRPC, and Certified Plan Fiduciary Advisor, CPFA. Scott leads the Consulting Services practice for Freeman & Associates, focusing on money management and asset allocation, particularly for retirement plans for small and mid-sized businesses. The institution follows the Merrill tradition of community involvement and offers Merrill Personal Wealth Analysis™ to help clients build personalized financial plans. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The institution believes in a client-focused approach, starting with a conversation to understand and prioritize the goals of each individual. The team utilizes the Investment Personality Assessment to customize financial approaches based on the client's preferences and goals. The institution is committed to helping clients manage, grow, and preserve their wealth while addressing their financial needs. With access to investment insights from Merrill and banking solutions from Bank of America, the team works with clients to develop personalized plans to achieve their financial goals. The institution values ongoing communication with clients to review progress and make adjustments to the financial approach as needed. Clients can expect a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors focused on helping them pursue their goals.
Photos
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
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- Financial Consulting
- Financial Advisor
- Audit & Consulting
- College Savings Plans
- Comprehensive Financial Planning
- Customized Financial Plans
- Estate Planning
- Financial Advisor For Entrepreneurs
- Financial Advisor For Executives
- Financial Advisor For Families
- Financial Advisor For High Net Worth
- Financial Advisor For Professionals
- Financial Advisor For Retirement
- Financial Advisor For Small Business Owners
- Financial Advisory Services
- Financial Consulting
- Financial Investment Strategies
- Financial Planning For Retirement
- Financial Planning Services
- Financial Risk Management
- Financial Strategies For Retirement
- Holistic Financial Planning
- Investment Advisory Services
- Investment Management
- Investment Portfolio Diversification
- Investment Strategies For Retirees
- Long-Term Financial Planning
- Merrill Lynch Advisor J Scott Freeman
- Merrill Lynch Financial Advisor
- Merrill Lynch Investment Advisor
- Multi-Generational Wealth Planning
- Personal Finance Advisor
- Portfolio Management
- Retirement And Investment Advisor
- Retirement Income Planning
- Retirement Planning
- Retirement Savings
- Tax Planning
- Tax-Efficient Investment Strategies
- Wealth Management
- Wealth Management Strategies
- Wealth Preservation Strategies
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