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Merrill Lynch Financial Advisor Kaitlyn Rodesk
1325 Franklin Avenue, Garden City, New York, United States
About the Merrill Lynch Financial Advisor Kaitlyn Rodesk
Merrill Lynch Financial Advisor Kaitlyn Rodesk, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. As part of Merrill advisors, the institution prioritizes understanding your goals and aspirations to provide advice and guidance that aligns with your priorities. The team, known as The Miller – Wachtler Group, has over 60 years of combined experience in the financial services industry, specializing in working with High Net Worth individuals, affluent families, and small to mid-sized businesses. With access to the resources of Merrill and Bank of America, they develop customized financial solutions based on your unique needs and goals.
The institution has received recognition from Forbes for their exceptional client service, setting the standard for exemplary wealth management. The team is committed to building strong client relationships based on trust and personalized service, offering the Merrill Personal Wealth Analysis™ to create a personalized plan focused on your goals. They understand that life and financial markets change over time, and regularly review and adjust your financial approach to help you achieve what matters most to you.
As Merrill Lynch Wealth Management Advisors, they provide personalized investment strategies and comprehensive financial solutions to address your financial complexities and pursue your goals. The team puts you first, offering a dedicated one-on-one relationship to guide you through every decision and answer any questions you may have. With access to the latest investment insights and tips, they work to help you live your best financial life. The institution is committed to helping you achieve your goals through personalized financial planning tailored to your unique needs and priorities.
Photos of Merrill Lynch Financial Advisor Kaitlyn Rodesk
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States
Opening hours of Merrill Lynch Financial Advisor Kaitlyn Rodesk
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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