Merrill Lynch Financial Advisor Lydia Kotevski 1700 New Jersey 23, Wayne, NJ 07470

Merrill Lynch Financial Advisor Lydia Kotevski is a finance institution located at 1700 New Jersey 23, Wayne, New Jersey, United States. At Merrill Lynch, every relationship begins with a conversation to help identify and prioritize your financial goals. Whether you are planning for retirement, saving for a home, or funding your child's education, we start by listening to learn more about you and your family.

Our team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. We believe that financial success can be achieved by making investment-related decisions that align with your goals. Drawing upon research in the field of behavioral finance, we use the Investment Personality Assessment to understand your investing preferences and customize a financial approach that helps you pursue what matters most to you.

We offer a personalized plan intended to help you manage, grow, and preserve your wealth while considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop an approach designed to address your financial needs. Our mission is to understand you and what matters most to you, so we can provide thoughtful solutions to help you achieve your goals.

We understand that life and financial markets can change over time, which is why we offer tools to help you keep track of these changes and update your financial approach as needed. Whether you are preparing to pass your wealth to future generations or considering the sale of a business, we are here to help you turn your goals into reality. Let's work together to help you achieve your financial aspirations with a personalized approach centered on your goals and focused on what you want to achieve.