Merrill Lynch Financial Advisor Gregory Ferdinand 1325 Franklin Avenue, Garden City, NY 11530
About the Business
Merrill Lynch Financial Advisor Gregory Ferdinand, located at 1325 Franklin Avenue in Garden City, New York, offers insights, observations, and ideas to help clients achieve their financial goals. With a passion for working with high net worth individuals, families, and businesses, Gregory believes in collaborating with clients to define what matters most to them as they prepare for the future. Along with a team of specialists, he provides goals-based wealth management to affluent families, professionals, and business owners.
Gregory Ferdinand started his financial services career in 1991 and is dedicated to cultivating long-lasting relationships by providing exceptional service, customized advice, and a disciplined approach to investing. With Merrill Personal Wealth Analysis™, Gregory can build and document personalized plans centered on clients' goals and priorities.
At Merrill Lynch Wealth Management, Gregory focuses on understanding each client's unique needs and designing personalized plans to help them pursue their financial goals while managing investment risk. By listening carefully and asking thoughtful questions, Gregory helps clients turn their aspirations into reality.
Through the Investment Personality Assessment, Gregory gets to know clients better as investors and helps customize financial approaches based on their goals and priorities. By staying in touch and revisiting financial approaches as life changes occur, Gregory helps clients stay on track to achieve what matters most to them.
Gregory Ferdinand is registered to do business in Colorado, North Carolina, New Jersey, New York, Pennsylvania, and Texas. He believes in putting clients first every day, providing dedicated one-on-one relationships and personalized investment strategies. With access to the investment insights of Merrill and comprehensive financial solutions from Bank of America, Gregory helps clients live their best financial lives.
Please note that investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, so it's recommended to consult with legal and tax advisors before making financial decisions. Feel free to reach out to Gregory Ferdinand for more information or to discuss your current financial situation.
Location & Phone number
1325 Franklin Ave 3rd Floor, Garden City, NY 11530, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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