Merrill Lynch Financial Advisor Jeff C Thomas
474 Fulton Street, Brooklyn, NY 11201
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
474 Fulton St, Brooklyn, NY 11201, United States
About the Business
Merrill Lynch Financial Advisor Jeff C Thomas, located at 474 Fulton Street, New York, United States, offers a holistic approach to achieving client goals through Environmental, Social, and Governance (ESG) Principles and CERTIFIED FINANCIAL PLANNER™ Professional Standards. Specializing in Goals-Based Wealth Management with a focus on ESG Investing, the institution's personalized financial strategies align with client beliefs while aiming to achieve financial objectives. By prioritizing Social Responsibility and incorporating ESG issues into asset allocation models, the institution aims to provide sustainable and impactful investment solutions. With a commitment to community involvement and personalized service, the institution's team of experienced professionals at Merrill Lynch Wealth Management ensures that clients' financial needs and aspirations are met through tailored financial plans. By focusing on client priorities, goals, and values, the institution aims to help clients navigate financial decisions and achieve long-term success. With access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a comprehensive approach to managing, growing, and preserving their wealth. By regularly reviewing and adjusting financial approaches, the institution helps clients stay on track to reach their financial goals. Through a personalized and client-focused approach, Merrill Lynch Financial Advisor Jeff C Thomas strives to help clients achieve their financial aspirations and navigate life's financial complexities.
Reviews
"Very professional and personalized management approach. Takes the time to know and understand your situation and goals to create a financial strategy that is unique to you and your values."
"Trustworthy and thoughtful financial advisor, a great listener, and a conscientious person. To me, Jeff seems interested in helping everyone in his life to make well-informed and balanced decisions about the important events impacting their lives."
"Highly knowledgeable, trustworthy and socially conscious financial advisor. Client first attitude. Environmental, social, governance focused—align your investments with your values."
People Also Viewed
-
E & I TAX SERVICES LLC7 Marcus Garvey Blvd SUITE 421, Brooklyn, NY 11206, United States
-
Fast Professional - Tax Consultant In Brooklyn NY.837 Avenue Z, Brooklyn, NY 11235, United States
-
Judicial Accounting4121 18th Ave #1020, Brooklyn, NY 11218, United States
-
Chen & Co5510 8th Ave # 208, Brooklyn, NY 11220, United States
-
澎湃移民会计 - 注册会计师税务师 CPA, EA773 60th St #2FT, Brooklyn, NY 11220, United States
-
Federal & State Income Tax4121 18th Ave suite 105, Brooklyn, NY 11218, United States
-
Prepare Us, Inc.862 Bushwick Ave, Brooklyn, NY 11221, United States
-
The Five Pillars Tax & Insurance Services509 72nd St, Brooklyn, NY 11209, United States
-
ETF Global240 Richmond St, Brooklyn, NY 11208, United States
-
Tiffany's Pro Tax Solutions Corp.312 Keap St, Brooklyn, NY 11206, United States
-
Maria Agency590 Manhattan Ave, Brooklyn, NY 11222, United States
-
Syed Professional ServicesNext to Papa Johns Pizza store, 1012 Coney Island Ave, Brooklyn, NY 11230, United States
-
Bankers Conseco Life Insurance Company2913 Avenue W, Brooklyn, NY 11229, United States
-
Lanyap Financial Services240 Kent Ave #29, Brooklyn, NY 11249, United States
-
First Class Financial Strategies1 MetroTech Center, Brooklyn, NY 11201, United States
People also searched for
- Financial Advisor
- Financial Consulting
- Audit & Consulting
- Asset Allocation
- Banking Solutions
- Certified Financial Planner
- Client Priorities
- Corporate Governance
- Economic Responsibility
- Environmental, Social, Governance
- Esg Investing
- Estate Planning
- Financial Advisor
- Financial Decision Support
- Financial Decision-Making
- Financial Goals
- Financial Guidance
- Financial Objectives
- Financial Planning
- Financial Planning Strategies
- Financial Well-Being
- Financial Wellness
- Goal-Based Wealth Management
- Goals-Based Wealth Management
- Growing Wealth
- Holistic Approach
- Impact Investing
- Institutional Investment Management
- Investment Expertise
- Investment Insights
- Investment Management
- Investment Planning
- Investment Strategy
- Investment Strategy Development
- Investor Education
- Long-Term Success
- Long-Term Wealth Creation
- Personalized Financial Plans
- Personalized Service
- Retirement Planning
- Social Responsibility
- Sustainable Investing
- Sustainable Investments
- Tax-Efficient Investing
- Values-Driven Investing
- Wealth Management
- Wealth Preservation
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos