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Merrill Lynch Financial Advisor Elana Gofman
300 Broadhollow Road, Melville, New York, United States
About the Merrill Lynch Financial Advisor Elana Gofman
et personalized advice and guidance tailored to your unique financial goals and aspirations. The Merrill Lynch Financial Advisor Elana Gofman, located at 300 Broadhollow Road in Melville, New York, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. The team, led by Lee Rosen and his partner Elana Gofman, specializes in serving owners of family businesses, attorneys, accountants, physicians, and retirees throughout the United States.
At Merrill Lynch Wealth Management, the focus is on understanding what matters most to you - whether it's transferring wealth to the next generation, saving for a home, funding a child's education, or planning for retirement. The team utilizes the Investment Personality Assessment to gain a deeper understanding of your investing preferences and develop a customized financial approach to help you pursue your goals.
With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Elana Gofman is dedicated to helping you manage, grow, and preserve your wealth today and for the future. The team believes in providing a personalized approach that addresses your financial needs and long-term wealth management goals.
Whether you're planning for retirement, saving for a major purchase, or preparing to pass your wealth to future generations, the team at Merrill Lynch Financial Advisor Elana Gofman is committed to helping you achieve your financial goals. With a focus on integrity, authenticity, and client satisfaction, the team is dedicated to providing the necessary guidance and support to help you navigate the complexities of your financial life. Contact Merrill Lynch Financial Advisor Elana Gofman to start building a personalized financial approach that reflects your unique goals and priorities.
Photos of Merrill Lynch Financial Advisor Elana Gofman
300 Broadhollow Rd, Melville, NY 11747, United States
Opening hours of Merrill Lynch Financial Advisor Elana Gofman
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
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