Merrill Lynch Financial Advisor Jimmy Quan 75 Rockefeller Plaza, Manhattan, New York 10019
About the Business
Merrill Lynch Financial Advisor Jimmy Quan, located at 75 Rockefeller Plaza in New York, is dedicated to helping individuals and families achieve their financial goals. By starting with a conversation to understand your priorities, they tailor a personalized financial approach to help you pursue what matters most to you. With expertise in behavioral finance, they use the Investment Personality Assessment to refine your investing preferences and create a plan that aligns with your goals. Their team of experienced advisors at Merrill Lynch, supported by the resources of Bank of America, is committed to building strong client relationships based on trust and personalized service. Through regular check-ins and adjustments to your financial approach, they ensure you stay on track to achieve your objectives. Whether you're planning for retirement, saving for a home, or passing on wealth to future generations, Merrill Lynch Financial Advisor Jimmy Quan is here to help you navigate the complexities of your financial life and reach your goals.
Photos
Location & Phone number
75 Rockefeller Plaza, New York, NY 10019, United States
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
Reviews
"Super knowledgeable and friendly. Very helpful in planning financial future. Highly recommend!!"
"Nothing short of outstanding."
"Highly recommened"
"Highly recommened."
"Great, personable team with thoughtful insight into how I can improve my finances. Always willing to give advice & connect the dots to help plan for future success. Would recommend."
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