Merrill Lynch Private Wealth Advisor Marc Russell Stenzler
About the Business
Merrill Lynch Private Wealth Advisor Marc Russell Stenzler, located at 300 Broadhollow Road in Melville, New York, offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team within Merrill Private Wealth Management, provides personalized service to a limited number of clients and families with integrity and excellence.
The team at the Palermo Frangas Group is dedicated to making clients' lives better by offering strategies designed to help them achieve their financial goals. With a focus on high-net-worth clients, the team helps individuals, families, business owners, and executives navigate the complexities of managing substantial wealth.
Recognized for their outstanding client service, the advisors at the Palermo Frangas Group have received accolades from Forbes, including "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams." The team is committed to building long-lasting relationships with clients, providing them with the knowledge and insight needed to address their unique financial situations.
Clients of the Palermo Frangas Group can expect a different kind of client experience, one that is founded on diligence, integrity, and warmth. The team offers a sophisticated suite of services, including portfolio design, alternative investments, and customized credit solutions through Bank of America. They are strong communicators, keeping clients informed about market trends and legislative changes that may impact their wealth.
With a focus on exceptional service delivery, the team leaders, Luca and Nick, have implemented routines and systems designed to provide impeccable service to clients. The Palermo Frangas Group is dedicated to helping clients do more with their wealth and achieve their financial aspirations.
Location & Phone number
300 Broadhollow Rd #100W, Melville, NY 11747, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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