Merrill Lynch Financial Advisor Joshua R Feigelman

Merrill Lynch Financial Advisor Joshua R Feigelman, located at 1 Town Center Road in Boca Raton, Florida, is dedicated to helping clients achieve their financial goals. With a focus on personalized service, the institution begins each relationship with a conversation to understand the unique priorities of each individual or family. By utilizing the Investment Personality Assessment, the team at Merrill Lynch can tailor a financial approach to align with the client's values and objectives.

The institution offers a range of potential solutions, premier customer service, and financial tools based on each client's circumstances. Whether clients are planning for retirement, education expenses, wealth transfer, or other goals, Merrill Lynch works to develop a customized plan to help manage, grow, and preserve wealth for the long term.

The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill and banking solutions from Bank of America, clients can benefit from a comprehensive approach to their financial needs. The team is committed to helping clients navigate the complexities of financial planning, whether it be preparing for retirement, estate planning, or managing investment risk.

With a focus on understanding each client's unique situation and aspirations, Merrill Lynch Financial Advisor Joshua R Feigelman and his team aim to provide insights, observations, and ideas to help clients pursue their financial goals. Through ongoing communication and personalized planning, the institution strives to help clients stay on track to achieve what matters most to them.