Merrill Lynch Financial Advisor Richard J Miktus 101 Hudson Street, Jersey City, NJ 07302

Merrill Lynch Financial Advisor Richard J Miktus, located at 101 Hudson Street in Jersey City, New Jersey, is dedicated to helping clients prioritize and pursue their financial goals. Richard Miktus, a Vice President and Financial Advisor with over 15 years of experience, focuses on creating customized wealth management strategies tailored to each client's personal and financial objectives. Specializing in tax-efficient investing for high net worth clients, Richard works closely with executives, consultants, attorneys, doctors, and small business owners to help them achieve their goals.

With a background in Applied Mathematics and Financial Management, Richard is well-equipped to provide wealth, executive compensation, and estate planning services to clients in the Sports & Entertainment industries. He is passionate about building strong relationships with his clients and believes that understanding their needs is essential to helping them reach their financial targets.

Through personalized portfolio management and close tracking of short and long-term goals, Richard helps clients navigate the complexities of their financial lives. By leveraging Merrill's extensive research and resources, he can provide valuable insights and recommendations to help clients make informed decisions. Additionally, Richard offers the Merrill Personal Wealth Analysis™ tool to help clients build and document personalized financial plans centered around their goals.

As a Merrill Lynch Wealth Management Advisor, Richard focuses on what matters most to his clients – their families, goals, and priorities. By taking the time to listen, ask smart questions, and understand each client's unique situation, Richard collaborates with them to design comprehensive financial strategies that help manage investment risk and pursue personal financial goals. Whether clients are saving for retirement, investing in property, planning for college, or creating a legacy, Richard is committed to helping them achieve their aspirations.

Through ongoing collaboration and regular reviews, Richard ensures that clients' financial approaches are adjusted to reflect changes in their lives and the market. By providing transparency on potential risks and opportunities, as well as clear explanations of fees and services, Richard helps clients stay on track towards their goals. With a focus on personalized service and tailored financial solutions, Richard J Miktus at Merrill Lynch is dedicated to helping clients achieve financial success and peace of mind.