Merrill Lynch Financial Advisor Barry D Mordis 1 Town Center Road, Boca Raton, FL 33486
About the Business
Merrill Lynch Financial Advisor Barry D Mordis, located at 1 Town Center Road in Boca Raton, Florida, is dedicated to helping clients manage their wealth by creating personalized strategies tailored to their specific financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Barry D Mordis can provide comprehensive wealth management services. By participating in the community and volunteering with local organizations, Barry D Mordis demonstrates a commitment to making a positive impact beyond financial advising. Through the Merrill Personal Wealth Analysis™, clients can work with Barry D Mordis to develop a plan focused on their aspirations and priorities, adjusting as their lives and goals evolve. With a focus on understanding each client's unique needs and preferences, Barry D Mordis aims to help them achieve their financial goals while managing investment risk. By staying informed about changes in clients' lives and revisiting their financial approach, Barry D Mordis ensures that they stay on track to reach their objectives. As a Certified Financial Planner, Barry D Mordis is equipped to offer personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
Location & Phone number
1 Town Center Rd, Boca Raton, FL 33486, United States
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
Reviews
"I highly recommend The Mordis Group! I have worked with many brokerages and financial advisors over the years with mixed results. When I came to Barry and his team, I had a portfolio of stocks, cash, and other assets. I thought I had a financial plan for my retirement but I quicky realized I had been rowing my boat with only one oar in the water. Barry and Andrew worked diligently to create a solid and balanced plan for me. I now sleep well at night knowing that I will be just fine. I appreciated that we didn’t throw out what I had and start over. Rather we used what I had, tweaked a few things, and put some cash to work. It will always be a work in progress but the foundation is now solid. In the past I fretted from time to time about whether my savings was enough—would it last to meet my needs. I felt like it would, but I was never quite sure. If this sounds familiar, rest assured you can trust this team to help you plan for and meet your financial needs now and into the future. Patricia Morgan"
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