Merrill Lynch Financial Advisor Palavi J Malik
6965 Yellowstone Boulevard, Queens, NY 11375
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
Location & Phone number
6965 Yellowstone Blvd, Forest Hills, NY 11375, United States
About the Business
Merrill Lynch Financial Advisor Palavi J Malik is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. The institution specializes in providing personalized financial planning services through Merrill Personal Wealth Analysis™. By focusing on your goals and priorities, the financial advisor helps you navigate through life's changes and create a customized plan to achieve your aspirations.
Through in-depth conversations and the Investment Personality Assessment, the institution aims to understand your unique financial preferences and goals. By staying informed about your life changes, the institution can adapt your financial approach to reflect your evolving needs and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, the financial advisor works with you to develop a comprehensive approach to address your financial needs.
The institution's mission is to prioritize your goals and design a personalized plan to help you pursue financial success. By offering guidance on investment decisions, risk management, and wealth preservation, the financial advisor aims to turn your aspirations into reality. Regular check-ins and reviews ensure that your financial approach remains aligned with your goals and helps you stay on track towards achieving what matters most to you.
As a registered financial advisor, Palavi J Malik is available to provide personalized investment strategies in various states. The institution emphasizes the importance of understanding your financial situation, goals, and priorities to design a tailored approach that reflects your unique needs. By offering a dedicated one-on-one relationship, the institution aims to guide you through the complexities of finance and help you live your best financial life.
Please note that investing involves risk, and past performance does not guarantee future results. It is recommended to consult legal and tax advisors before making any financial decisions. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. For more information about the institution's services and differences between brokerage and investment advisory services, it is advised to speak with your Merrill financial advisor.
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