Merrill Lynch Financial Advisor Sam Xiang
75 Rockefeller Plaza, Manhattan, New York 10019
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
75 Rockefeller Plaza, New York, NY 10019, United States
About the Business
Merrill Lynch Financial Advisor Sam Xiang, located at 75 Rockefeller Plaza in New York City, is a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience in the financial services industry, Sam is dedicated to helping his clients preserve, grow, and transfer their wealth to future generations. Fluent in Mandarin Chinese, Sam specializes in working with successful individuals, families, corporate executives, and business owners, many of whom have recently emigrated from China.
Sam is highly ethical, adaptable, and empathetic, and takes pride in his ability to explain complex financial topics in clear terms to help his clients make informed decisions. He is a Certified Plan Fiduciary Advisor® (CPFA®) and a member of the National Association of Plan Sponsors. Sam's personalized approach to wealth management includes strategic advice on growing a business, realizing its value through a sale, and designing retirement plans to attract and retain talented employees.
Sam and his team at The XK Group offer personalized financial plans tailored to each client's goals and priorities. Whether you are planning for retirement, education expenses, or passing wealth to future generations, Sam will work with you to develop a comprehensive financial strategy. With access to the global resources of Merrill Lynch and Bank of America, Sam is committed to helping his clients navigate the financial landscape and pursue their financial goals.
As a Merrill Lynch Wealth Management Advisor, Sam believes in building strong client relationships based on trust and personalized service. He understands that life and financial goals can change over time, and is dedicated to helping his clients stay on track to achieve what matters most to them. Contact Merrill Lynch Financial Advisor Sam Xiang today to start planning for your financial future.
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