Merrill Lynch Financial Advisor Steven Roccuzzo
75 Rockefeller Plaza, Manhattan, New York, United States
About the Merrill Lynch Financial Advisor Steven Roccuzzo
Merrill Lynch Financial Advisor Steven Roccuzzo, located at 75 Rockefeller Plaza in New York, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and tailored service. As part of Merrill Lynch Wealth Management, your financial advisor will focus on your family, goals, and priorities, adapting to your changing needs over time. Through conversations, they will help you identify and prioritize your financial goals, whether it's planning for retirement, saving for a home, or funding your child's education. By utilizing the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach to help you achieve your goals. With access to investment insights and banking solutions, they will work with you to develop a personalized plan to address your financial needs. The advisors at Merrill Lynch will help you design and implement a plan to manage, grow, and preserve your wealth while considering your long-term aspirations. By regularly reviewing your goals and financial approach, they will help you stay on track and adjust as needed. With a focus on understanding your priorities and offering tailored advice, Merrill Lynch Financial Advisor Steven Roccuzzo is committed to helping you achieve your financial goals.
Photos of Merrill Lynch Financial Advisor Steven Roccuzzo
75 Rockefeller Plaza, New York, NY 10019, United States
Opening hours of Merrill Lynch Financial Advisor Steven Roccuzzo
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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