Merrill Lynch Financial Advisor Tomoe Odahara
About the Business
At Merrill Lynch Financial Advisor Tomoe Odahara, located at 75 Rockefeller Plaza in New York, United States, we are proud to offer exemplary client service in the field of finance. Our team of advisors, including Tomoe Odahara, has been recognized by financial industry publications and Bank of America Corporation for their outstanding work.
Tomoe Odahara has been named in Forbes' "Top Women Wealth Advisors Best-in-State” for multiple years, showcasing her expertise and dedication to her clients. Our practice is built on two core principles: prioritizing client comfort and distilling complex financial matters into simple, actionable steps.
We create a confidential and welcoming environment for our clients to discuss their financial concerns, fostering collaborative goal setting and in-depth conversations. Our team excels at streamlining complex wealth management strategies and focusing on key financial planning pillars such as lifetime, taxes, heirs, and charity.
Through rigorous analysis and a multidimensional approach to wealth planning, we develop tailored strategies that align with our clients' long-term objectives. Our asset allocation process takes into account unique financial circumstances, risk tolerance, and investment goals to achieve desired returns over time.
Tomoe Odahara is dedicated to empowering and supporting women in leadership positions, offering personalized financial strategies and a collaborative approach to help them navigate the world of wealth management. Our mission is to provide comprehensive wealth management solutions that inspire confidence, foster growth, and drive enduring prosperity for our diverse clientele.
We believe that true wealth goes beyond numbers on a balance sheet, encompassing the freedom to pursue passions, the security to weather uncertainties, and a legacy to leave for future generations. By prioritizing education, transparency, and integrity, we empower our clients to make informed decisions and build a lasting legacy of financial strength and impact.
Every relationship at Merrill Lynch Financial Advisor Tomoe Odahara begins with a conversation, where we listen to your goals and priorities to craft personalized strategies that reflect your individual circumstances. Our philosophy is rooted in integrity, transparency, and trust, ensuring that our clients are always in control of their financial future. Together, we can achieve anything.
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
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