Merrill Lynch Financial Advisor Calvin J. Klemmer 21 Masse Place, Batavia, NY 14020

Merrill Lynch Financial Advisor Calvin J. Klemmer is a finance institution located at 21 Masse Place in Batavia, New York, United States. The institution is part of the Riter, Grammatico, Reich, White, Tufts & Associates team, which was founded to provide top-notch client experience and goals-based planning and investment services to individual, non-profit, and corporate clients. With over 140 years of combined experience, the team brings a wealth of knowledge to serve clients in 34 different states and 7 countries. They strive to deliver the best of both worlds - the resources of a world-class organization like Merrill Lynch, with the personal touch associated with small town values.

The team at Merrill Lynch Financial Advisor Calvin J. Klemmer is dedicated to helping clients pursue better financial outcomes and offers fiduciary advisory services to assist with retirement planning and investment advice. They work tirelessly to provide a strong, healthy, and compliant program that engages employees and simplifies the process for clients. The team believes in developing a personalized financial approach tailored to each client's goals and aspirations, whether it's planning for retirement, saving for education, or passing on wealth to future generations.

By utilizing the Investment Personality Assessment and staying informed about changes in clients' lives and financial markets, the team at Merrill Lynch Financial Advisor Calvin J. Klemmer helps clients stay on track to achieve their goals. They are committed to building strong client relationships based on trust and personalized service, and have received recognition for their exemplary client service.

Led by Senior Resident Director John Riter, the team is deeply involved in the local community, sponsoring organizations like the GLOW YMCA and participating in charitable initiatives. Through the Merrill Personal Wealth Analysis™, they document personalized plans centered on clients' goals and aspirations. By staying in touch with clients and regularly reviewing their financial approach, the team at Merrill Lynch Financial Advisor Calvin J. Klemmer helps clients adapt to changes in their lives and the financial markets to achieve their goals.