Merrill Lynch Financial Advisor Jonathan E Kass
200 Park Avenue, Manhattan, New York 10166
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
200 Park Ave 13th Floor, New York, NY 10166, United States
About the Business
Merrill Lynch Financial Advisor Jonathan E Kass, located at 200 Park Avenue, New York, United States, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by Barron's and Forbes for their outstanding wealth management teams, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service.
With over 70 years of collective experience, the Kass/Freeman Group understands that every family has unique financial needs and priorities. By getting intimately involved with each client and their family, they are able to create highly tailored solutions to address complex financial situations. Their goal is to serve as the core of your financial team, allowing you to focus on what matters most while they provide exceptional service and knowledgeable advice.
Recognized as one of Barron's "Top 100 Private Wealth Management Teams" in 2021 and 2022, and Forbes' "Best-in-State Wealth Management Teams" in 2023, the team at Merrill Lynch is committed to serving multiple generations of families for years to come. Their comprehensive approach to wealth management includes a range of services tailored to each client's unique circumstances, ensuring that every aspect of their financial goals is prioritized and addressed.
In addition to wealth management services, the Kass/Freeman Group also specializes in helping businesses create retirement plans for their employees and executive compensation plans for managers. With a focus on minimizing costs, increasing participation, and supporting fiduciary standards, the team at Merrill Lynch is dedicated to helping businesses and their employees achieve financial success. Through customized employee education programs, they aim to turn employees into informed investors, ensuring that everyone has the tools and knowledge they need to make the most of their financial opportunities.
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