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Merrill Lynch Financial Advisor N Sean Longo
100 Somerset Corporate Boulevard, Bridgewater, New Jersey, United States
About the Merrill Lynch Financial Advisor N Sean Longo
Merrill Lynch Financial Advisor N Sean Longo is a distinguished finance institution located at 100 Somerset Corporate Boulevard in Bridgewater, New Jersey, United States. The institution prides itself on its team of advisors who have received recognition from prestigious financial industry publications and Bank of America Corporation. These advisors are dedicated to providing exemplary client service and setting high standards in the financial advisory field.
The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. The Morrison, Longo and De Stefano Group, within Merrill Lynch, caters to a diverse clientele that includes successful corporate executives, business owners, physicians, attorneys, and families seeking a deeper understanding of their wealth and financial opportunities.
The team at The Morrison, Longo and De Stefano Group is known for their expertise in managing complex financial situations and challenges, providing informed perspectives on investment risk mitigation, and helping clients prosper from new opportunities. They have a long-standing track record of retaining clients through generations, thanks to their attentive wealth management experience and ability to address clients' values, visions, and concerns.
The advisors at The Morrison, Longo and De Stefano Group take a planning-focused approach to financial advisory, helping clients define their meanings of wealth and educating them on values-based decisions. They strive to understand each client's financial factors, personal preferences, family dynamics, and desires to craft financial strategies that align with their unique goals and aspirations.
The team goes above and beyond to identify tax efficiencies for clients throughout the year, collaborate with clients' CPAs and attorneys on tax minimization and estate planning strategies, and provide extended focus to deliver positive and enduring results. They prioritize spending time with clients to provide highly individualized service, treating clients like members of their own families and building lasting relationships based on trust and understanding.
With a dedicated support staff with over 35 years of combined experience, clients can expect a seamless and efficient service experience at Merrill Lynch Financial Advisor N Sean Longo. The team is committed to helping clients simplify and organize their financial matters, allowing them to focus on the people and passions in their lives.
Photos of Merrill Lynch Financial Advisor N Sean Longo
100 Somerset Corporate Blvd Suite 1000, Bridgewater, NJ 08807, United States
Opening hours of Merrill Lynch Financial Advisor N Sean Longo
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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