Merrill Lynch Financial Advisor Matthew R Sullivan
1325 Franklin Avenue, Garden City, NY 11530
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
Photos
Location & Phone number
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States
About the Business
Merrill Lynch Financial Advisor Matthew R Sullivan is a distinguished finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution prides itself on its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service and building strong relationships based on trust and personalized service.
With over 15 years of industry experience, Tom Sullivan helps individuals, families, and family offices develop thoughtful and purposeful wealth management strategies. He specializes in portfolio design, stock strategies, estate planning, and lending services. Tom is a CERTIFIED FINANCIAL PLANNER™ certificant and a qualified Portfolio Manager at Merrill.
The Sullivan Group at Merrill Lynch Wealth Management offers tailored advice and guidance based on your unique goals and priorities. They believe in placing the investor at the center of their focus, not the market, and work with clients to develop personalized financial strategies to help achieve their goals.
By understanding your life, priorities, and investment style, the team at Merrill Lynch can recommend appropriate financial strategies designed to help you pursue your goals. They offer access to investment insights, trust services, and lending solutions to provide a comprehensive wealth management approach.
Through tools like the Investment Personality Assessment, Merrill aims to gain a deeper understanding of your investing preferences and tailor their financial approach to align with what matters most to you. Regular check-ins and adjustments to your financial approach ensure that it evolves with your changing life and goals.
Whether you are looking to build and document a personalized plan with Merrill Personal Wealth Analysis™ or access lending solutions through Bank of America, the team at Merrill Lynch Financial Advisor Matthew R Sullivan is committed to helping you achieve your financial goals. With a focus on building strong client relationships and providing personalized service, they are dedicated to helping you succeed.
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