Merrill Lynch Financial Advisor Shivam Jhingen
75 Rockefeller Plaza, Manhattan, New York 10019
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
Photos
Location & Phone number
75 Rockefeller Plaza, New York, NY 10019, United States
About the Business
Merrill Lynch Financial Advisor Shivam Jhingen, located at 75 Rockefeller Plaza in New York, offers personalized financial planning and investment strategies. With experience in helping executives manage concentrated stock positions and navigate important life events such as retirement, inheritance, or business sales, Shivam provides access to Bank of America Private Bank trust and estate planning services. By working with outside professionals like attorneys and accountants, he can help coordinate comprehensive financial and legacy plans.
At Merrill Lynch Wealth Management, Shivam focuses on building a personalized plan centered around your goals and aspirations. Through the Merrill Personal Wealth Analysis™, he helps clients identify and prioritize what matters most to them, whether it's saving for retirement, funding education, or passing wealth to future generations. By understanding your investment personality and preferences, Shivam customizes financial approaches to align with your values and objectives.
As your life and financial goals evolve, Shivam offers ongoing support to help you stay on track and adapt your financial approach accordingly. By regularly reviewing your progress and making adjustments as needed, he aims to help you achieve your long-term financial objectives. With access to the investment insights of Merrill and banking solutions from Bank of America, Shivam collaborates with clients to develop strategies that address their unique financial needs.
As a dedicated Merrill Lynch Wealth Management Advisor, Shivam prioritizes understanding your individual circumstances and tailoring financial solutions to meet your specific goals. By focusing on what matters most to you and providing personalized advice, he helps turn your aspirations into reality. Whether you're planning for major life events or seeking to grow and preserve your wealth, Shivam is committed to helping you achieve financial success.
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