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Merrill Lynch Financial Advisor Michael J. Hart
301 Southeast 17th Street, Ocala, Florida, United States
About the Merrill Lynch Financial Advisor Michael J. Hart
Merrill Lynch Financial Advisor Michael J. Hart is located at 301 Southeast 17th Street in Ocala, Florida, United States. This institution specializes in finance and offers services to address the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. The team works closely with clients to determine their financial goals and crafts customized strategies to help them pursue these goals.
Michael Hart, a Wealth Management Advisor and Portfolio Manager, leads the Ocala office and is a managing partner of Hart, Greiner & Associates. He holds various certifications and degrees in financial planning and retirement counseling. The team at Merrill Lynch leverages their expertise to serve clients with diverse financial needs, including investments, insurance, tax strategies, retirement planning, and estate planning.
Michael is actively involved in the community and supports local organizations. He believes in building strong client relationships based on trust and personalized service. The institution offers services such as Merrill Personal Wealth Analysis™ to help clients achieve their financial goals.
By understanding each client's unique needs and aspirations, the team at Merrill Lynch creates personalized financial plans to help manage investment risk and achieve long-term financial success. They focus on developing solutions that can turn goals into reality and provide access to investment insights and banking solutions from Bank of America.
Every relationship at Merrill Lynch begins with a conversation to identify and prioritize the goals that matter most to the client. The Investment Personality Assessment is used to gain a deeper understanding of how clients think and feel about investing, allowing for a customized financial approach tailored to their preferences and priorities.
The institution believes that financial success is achieved through informed decision-making and trade-offs that align with personally meaningful goals. With tools to help clients track changes in their lives and goals, Merrill Lynch Financial Advisor Michael J. Hart aims to provide comprehensive financial guidance and support to help clients secure their financial futures.
Photos of Merrill Lynch Financial Advisor Michael J. Hart
301 SE 17th St, Ocala, FL 34471, United States
Opening hours of Merrill Lynch Financial Advisor Michael J. Hart
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Day off
Sunday:
Day off
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