Merrill Lynch Financial Advisor Brian J. Raimondi
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 Brian J. Raimondi, located at 75 Rockefeller Plaza in New York, New York, is a premier finance institution dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Brian Raimondi works closely with clients to develop a comprehensive financial plan that evolves with their changing needs and market conditions.
As a Merrill Lynch Wealth Management Advisor, Brian Raimondi believes in building strong relationships with clients by understanding their values, aspirations, and financial objectives. Through in-depth conversations and personalized wealth management strategies, he helps clients navigate important financial decisions such as retirement planning, education funding, and legacy preservation.
With a focus on providing thoughtful guidance and customized solutions, Brian Raimondi utilizes the Merrill Personal Wealth Analysis™ tool to create a detailed plan centered on each client's unique goals. By incorporating insights from behavioral finance and the Investment Personality Assessment, he ensures that clients receive a tailored approach that aligns with their preferences and priorities.
At Merrill Lynch Financial Advisor Brian J. Raimondi, the commitment to client success is evident in the ongoing support and communication provided to help clients stay on track towards achieving their financial goals. Through regular reviews and adjustments to the financial approach as needed, Brian Raimondi strives to empower clients to make informed decisions and adapt to life's changes with confidence.
Whether you are planning for the future, navigating market fluctuations, or seeking guidance on complex financial matters, Brian Raimondi is dedicated to helping you achieve your goals and live your best financial life. With a focus on personalized service and comprehensive solutions, he is committed to putting your needs first and guiding you towards financial success.
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