Guide > Audit & Consulting in New York > Audit & Consulting in Melville > Merrill Lynch Financial Advisor Len Baldassare
Merrill Lynch Financial Advisor Len Baldassare
300 Broadhollow Road, Melville, NY 11747
Location & Phone number
300 Broadhollow Rd, Melville, NY 11747, United States
About the Business
Merrill Lynch Financial Advisor Len Baldassare, located at 300 Broadhollow Road in Melville, New York, offers personalized wealth management strategies tailored to your individual financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Len Baldassare can help you navigate the complexities of the financial markets and make informed decisions to achieve your aspirations.
Len Baldassare follows the Merrill tradition of community involvement, volunteering with organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis™, a personalized financial plan can be created to align with your unique goals and objectives. Through ongoing conversations and assessments, Len Baldassare aims to understand your investment preferences and develop a customized approach to help you pursue what matters most to you.
With a focus on building long-term relationships, Len Baldassare helps clients adapt their financial approach as their life and goals evolve. By providing regular check-ins and updates to your financial plan, he ensures that you stay on track to achieve your desired outcomes. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, Len Baldassare is dedicated to helping you navigate the financial landscape and reach your financial goals.
As a registered advisor in multiple states, Len Baldassare offers personalized investment strategies and comprehensive financial solutions to help you live your best financial life. With a commitment to understanding your unique needs and priorities, Len Baldassare works collaboratively with clients to design a tailored approach that reflects their individual circumstances. Whether you are seeking advice on asset allocation, rebalancing, or diversification, Len Baldassare can provide the guidance and expertise needed to help you make informed financial decisions.
Disclaimer: Investing involves risk, and past performance does not guarantee future results. It is important to consult with legal and tax advisors before making any financial decisions. Merrill offers a range of brokerage, investment advisory, and other services, with additional information available in their Client Relationship Summary. Len Baldassare is committed to helping you achieve your financial goals and navigate the complexities of the financial markets with confidence and clarity.
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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