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Merrill Lynch Wealth Management: The Bass Doro Group
600 North Pine Island Road, Plantation, Florida, United States
About the Merrill Lynch Wealth Management: The Bass Doro Group
Merrill Lynch Wealth Management: The Bass Doro Group is a prestigious financial institution located at 600 North Pine Island Road in Plantation, Florida, United States. With an additional office at One Town Center Road in Boca Raton, FL, the team of experienced advisors at Merrill Lynch is dedicated to providing personalized financial strategies tailored to your individual needs. Recognized by Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024, our advisors are committed to building strong client relationships based on trust and personalized service.
As a Registered Senior Wealth Management Client Associate, our team at Merrill Lynch Wealth Management focuses on helping you achieve your financial goals by understanding your priorities and aspirations. Through a collaborative approach, we work with you to develop a customized plan that considers your risk tolerance, time horizon, and liquidity needs. Whether you're planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, we are here to guide you every step of the way.
By utilizing the resources of Merrill and banking solutions from Bank of America, our team can help you address your financial needs and pursue what matters most to you. We believe in the power of personalized financial planning and investment strategies that align with your goals. Our Investment Personality Assessment allows us to gain a deeper understanding of your preferences and tailor our approach to help you achieve your objectives.
At Merrill Lynch Wealth Management, we understand that life and financial markets can change over time. That's why we offer ongoing support and regular reviews to ensure that your financial approach remains aligned with your evolving goals. With a focus on transparency, thoughtful investment guidance, and personalized service, our team is dedicated to helping you pursue financial success and live your best financial life.
As Certified Financial Planners and Chartered Retirement Plans Specialists, our advisors have the expertise and knowledge to provide you with comprehensive financial solutions tailored to your unique needs. Whether you're seeking guidance on retirement planning, investment strategies, or wealth management, Merrill Lynch Wealth Management: The Bass Doro Group is here to help you navigate the complexities of your financial life and build a secure future.
600 N Pine Island Rd #300, Plantation, FL 33324, United States
Opening hours of Merrill Lynch Wealth Management: The Bass Doro Group
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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