Merrill Lynch Financial Advisor Vikas Mohindra 75 Rockefeller Plaza, Manhattan, New York 10019
About the Business
Merrill Lynch Financial Advisor Vikas Mohindra is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor focuses on what matters most to you - family, goals, and priorities - even as they evolve over time. Through conversations, your advisor helps you identify and prioritize your goals, whether it's planning for retirement, saving for a home, or funding a child's education. The Investment Personality Assessment helps customize your financial approach based on your investing preferences. With access to Merrill's investment insights and Bank of America's banking solutions, the team works with you to develop a personalized plan to address your financial needs. The mission is to understand you and what matters most, designing and implementing a plan to help you pursue your financial goals and manage investment risk. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. Regular check-ins ensure your financial approach reflects any changes in your life or the markets. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping you build a customized investment approach to achieve your goals. Get personalized investment strategies and comprehensive financial solutions with a dedicated Merrill advisor. Let's work together to help you achieve your goals and live your best financial life.
Location & Phone number
75 Rockefeller Plaza, New York, NY 10019, United States
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
Reviews
"Vikas has a great job managing our investment portfolio and guiding us through financial planning. He has helped guide our family financial decisions for the past 10 years. As Forbes has recognized year in and year out he stands out amongst his peers. I have recommended his services to many friends and family. His whole team has been helpful."
"Vikas is a highly motivated and knowledgeable individual. He’s one of the most hard working and friendly people that I know. I’m glad to call him my Financial Advisor as well as a loyal and trustworthy friend. I’d highly recommend him for any of your financial needs."
"Vikas is very knowledgeable and professional and his craft is shown through his many accomplishments! He’s always available and takes time out of his very busy schedule to accommodate to your needs and answer questions thoroughly. I’d highly recommend him as a financial resource and look forward to continuing our relationship for 10+ years now!"
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