Merrill Lynch Financial Advisor Michael T Lagnese

Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service.

At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.

Our approach begins with a conversation to identify and prioritize your goals. Whether you're planning for retirement, saving for a home, or preparing to pass wealth to future generations, we work with you to develop strategies that align with your aspirations. With access to Merrill's investment insights and Bank of America's banking solutions, we provide comprehensive financial solutions tailored to your needs.

To better understand your investment preferences, we utilize the Investment Personality Assessment, allowing us to customize your financial approach. Our commitment is to help you make informed investment decisions that reflect your personal goals and values.

Financial markets and life circumstances can change, and we are here to help you adapt your financial strategy accordingly. Through regular reviews and adjustments, we aim to keep you on track to achieve what's most important to you.

Experience the power of the right advisor with Merrill Lynch Financial Advisor Michael T. Lagnese. Our dedicated one-on-one relationship ensures you receive personalized investment strategies and comprehensive financial solutions. Let us help you live your best financial life by addressing your unique needs and priorities.

Please note, investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Consult your legal and/or tax advisors before making financial decisions. For more information about our services, contact us today.