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Merrill Lynch Financial Advisor Michael Wattick
1 Deforest Avenue, Summit, New Jersey, United States
About the Merrill Lynch Financial Advisor Michael Wattick
Merrill Lynch Financial Advisor Michael Wattick, located at 1 Deforest Avenue in Summit, New Jersey, is a finance institution with a wealth management team boasting over 50 years of collective experience. Specializing in guiding wealthy families, their clients include business owners, professionals, and corporate executives. The institution is part of the economically diverse city of Summit and aims to be the top wealth management team in New Jersey.
The Trinkoff Wattick Group, led by brothers-in-law David Trinkoff and Michael Wattick, takes a family-oriented approach to wealth management, assisting clients in growing and preserving their wealth for future generations. They prioritize open and honest communication with clients, providing guidance on various financial strategies including retirement income planning, estate planning, and more.
The institution's process-driven yet personalized approach involves regular communication, periodic reviews of investment portfolios, and face-to-face meetings with clients at least once a year. They utilize the Merrill Investment Personality Assessment to customize financial approaches based on individual preferences and goals. The team has received recognition from Forbes for their exemplary client service, setting the standard for wealth management teams.
With access to the resources of Bank of America, Merrill Lynch Financial Advisor Michael Wattick and his team offer tailored investment strategies and comprehensive financial solutions to address the evolving needs and goals of their clients. They prioritize building strong client relationships based on trust and personalized service, helping clients stay on track to achieve what matters most to them.
Photos of Merrill Lynch Financial Advisor Michael Wattick
1 Deforest Ave, Summit, NJ 07901, United States
Opening hours of Merrill Lynch Financial Advisor Michael Wattick
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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