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Joshua Broder - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJoshua Broder is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1781 Highland Avenue in Cheshire, Connecticut, United States. Joshua holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With a focus on providing comprehensive financial planning services, Joshua is dedicated to helping individuals and families achieve their financial goals through expert advice and strategic planning. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Joshua Broder is committed to providing personalized solutions tailored to your unique needs.
1781 Highland Ave #207, Cheshire, CT 06410, United States -
Merrill Lynch Financial Advisor John C. Campeau, Jr.
● ClosedMerrill Lynch Financial Advisor John C. Campeau, Jr. is located at 157 Church Street in New Haven, Connecticut, United States. With over 35 years of experience, John and his team specialize in goal-based wealth management and legacy planning. They take a holistic approach to advising clients, creating personalized wealth management strategies that include asset allocations, investment recommendations, and financial plans. John's client base includes entrepreneurs, corporations, CEOs, medical practitioners, and entertainment professionals in the NY & Los Angeles entertainment communities. He is known for his expertise in the field, having been the financial expert for ABC News Channel 8 and a panelist on MSNBC's Buchanan & Press. John is also an adventurer at heart, with interests in design, film, photography, and surfing. He is dedicated to serving the community through volunteering and believes in building personalized financial plans centered on clients' goals and priorities. With the Merrill Personal Wealth Analysis™ tool, John helps clients document and achieve their financial goals, adapting their approach as life changes. By understanding clients' investing preferences through the Investment Personality Assessment, John tailors financial strategies to help them pursue what matters most. With access to Merrill's investment insights and Bank of America's banking solutions, John works with clients to develop an approach designed to address their financial needs and achieve their goals. Through regular check-ins and reviews, John helps clients stay on track and adjust their financial approach as needed. The Merrill Lynch Wealth Management team is committed to providing personalized investment strategies and comprehensive financial solutions to help clients reach their goals.
157 Church St, New Haven, CT 06510, United States -
Pinnacle Investment Management
● ClosedPinnacle Investment Management, located at 573 Hopmeadow Street in Simsbury, Connecticut, is a finance institution that goes beyond traditional wealth management. Their team of specialized advisors offers a comprehensive approach to financial planning, investments, tax strategies, estate planning, insurance, and more. As a fiduciary, they prioritize your best interests and work towards helping you achieve your financial goals. With a focus on connecting all aspects of your financial life, Pinnacle Investment Management aims to guide you towards a future where you can work by choice, not by necessity. Their team of experts collaborates to create personalized portfolios, rooted in research and designed to meet your specific needs. They also offer services for women investors, with a commitment to helping women build wealth and success.
573 Hopmeadow St, Simsbury, CT 06070, United States -
Merrill Lynch Financial Advisor Barbara McMahon
● ClosedMerrill Lynch Financial Advisor Barbara McMahon is a trusted institution located at 63 Copps Hill Road in Ridgefield, Connecticut, United States. As a Senior Financial Advisor in the Wealth Management Division of Merrill Lynch Wealth Management, Barbara McMahon holds the CPFA designation and works with individuals, executives, business owners, and non-profits. With over 13 years of experience, Barbara specializes in college and retirement planning, investment management, portfolio construction, and concentrated and restricted stock strategies. Barbara McMahon's personalized approach focuses on understanding each client's unique financial goals, risk tolerance, and liquidity needs. She helps clients navigate important questions such as retirement planning, income longevity, and investment strategies. With a strong background in both the corporate world and family dynamics, Barbara tailors investment management strategies to meet each client's specific objectives.
63 Copps Hill Rd Ground Floor, 63 Copps Hill Rd Ground Floor, Ridgefield, CT 06877, United States -
Merrill Lynch Financial Advisor David F. Farnham
● ClosedMerrill Lynch Financial Advisor David F. Farnham is located at 29 South Main Street in West Hartford, Connecticut, United States. David has been in the financial services industry since 2007 and joined Merrill Lynch Wealth Management in 2010. He is dedicated to building and maintaining strong relationships with clients and is passionate about helping individuals and families make important financial decisions. David's wealth management approach is consultative, objective, and focused on excellence. He listens to clients' goals and preferences, offers personalized recommendations, and covers a wide range of opportunities including investments, retirement planning, estate planning, and philanthropy. David holds various financial certifications and licenses, including the Chartered Retirement Planning Counselor designation. He is committed to helping clients pursue their investment objectives and offers personalized advice and guidance tailored to each client's unique situation. David is actively involved in non-profit fundraising efforts and enjoys traveling, golfing, and spending time with his family.
29 S Main St, West Hartford, CT 06107, United States -
Merrill Lynch Financial Advisor Paul K Brewer
● ClosedMerrill Lynch Financial Advisor Paul K Brewer is a reputable financial institution located at 185 Asylum Street, Hartford, Connecticut, United States. Recognized by Forbes as one of the "Top Next-Generation Wealth Advisors Best-in-State" in 2023, the institution is supported by the global resources of Merrill and a team of talented individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch focuses on your family, goals, and priorities, adapting to changes over time. Through conversations and an Investment Personality Assessment, the institution aims to understand your goals and priorities, providing personalized financial approaches to help you achieve what matters most to you. By staying informed about your life changes and financial goals, Merrill Lynch helps you manage, grow, and preserve your wealth for the future. With a focus on understanding you and your aspirations, Merrill Lynch Wealth Management Advisors work with you to design and implement a personalized plan to pursue financial goals while managing investment risk. The institution offers the Merrill Personal Wealth Analysis™ to build and document a personalized plan centered on your goals. By regularly reviewing and adjusting your financial approach, Merrill Lynch helps you stay on track to achieve your goals. With a commitment to putting you first, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals.
185 Asylum St 14th Floor, Hartford, CT 06103, United States -
Merrill Lynch Financial Advisor Eugene J Duarte
● ClosedMerrill Lynch Financial Advisor Eugene J Duarte, located at 29 South Main Street, West Hartford, Connecticut, United States, is dedicated to understanding your financial goals and priorities. Their personalized approach involves asking thoughtful questions, listening carefully, and designing a customized plan to help you pursue your aspirations while managing investment risk. With access to the resources of Merrill and Bank of America, they offer comprehensive financial solutions tailored to your needs. Their team of experienced professionals is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, they can create a flexible strategy that adapts to changing market conditions and helps you achieve your goals. As your life and financial situation evolve, they will work with you to adjust your approach and ensure you stay on track.
29 S Main St, West Hartford, CT 06107, United States -
Sarah Hobbs - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenSarah Hobbs is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 99 East River Drive, East Hartford, Connecticut, United States. Sarah holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Sarah is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and advanced knowledge in asset management, investment strategies, estate planning, and retirement planning, Sarah is committed to helping clients achieve their financial goals. Contact Sarah Hobbs today for expert financial advice and personalized solutions tailored to your unique needs.
99 E River Dr 8th Floor, East Hartford, CT 06108, United States -
Merrill Lynch Financial Advisor Alma M Kruh
● ClosedMerrill Lynch Financial Advisor Alma M Kruh is a finance institution located at 29 South Main Street, West Hartford, Connecticut, United States. Our mission is to understand your financial goals and aspirations in order to design and implement a personalized plan to help you manage investment risk and pursue your objectives. We focus on providing solutions to turn your goals into reality, whether it's planning for future expenses, education, or wealth transfer. With access to Merrill's investment insights and Bank of America's banking solutions, we work with you to develop an approach tailored to your financial needs. Our team is dedicated to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to create a customized plan centered on your goals. As your life and financial markets change, we will help you stay on track by revisiting and adjusting your financial approach. Our goal is to help you achieve what's most important to you through personalized wealth management strategies.
29 S Main St, West Hartford, CT 06107, United States -
Merrill Lynch Financial Advisor Gregory S Grande
● ClosedMerrill Lynch Financial Advisor Gregory S Grande, located at 185 Asylum Street in Hartford, Connecticut, offers personalized wealth management strategies tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Gregory Grande can help you navigate today's changing market conditions. Gregory Grande follows the Merrill tradition of community service, volunteering with local organizations. Through Merrill Personal Wealth Analysis™, a personalized plan can be created centered on your aspirations and focused on achieving what matters most to you. By understanding your goals and priorities, Gregory Grande can help you pursue financial success through a customized approach.
185 Asylum St 14th Floor, Hartford, CT 06103, United States -
Merrill Lynch Financial Advisor Douglas Beerbower
● ClosedMerrill Lynch Financial Advisor Douglas Beerbower is a finance institution located at 185 Asylum Street, Hartford, Connecticut, United States. Supported by the global resources of Merrill, the team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate, personalized financial planning, Investment Personality Assessment, and Merrill Personal Wealth Analysis™. The advisors at Merrill Lynch focus on understanding your goals, priorities, and family dynamics to create a customized investment approach tailored to your needs. They provide insights, resources, and regular check-ins to ensure your financial plan evolves with your changing life circumstances. With access to the investment insights of Merrill and banking solutions from Bank of America, the institution aims to help clients manage, grow, and preserve their wealth today and for the future. The advisors at Merrill Lynch prioritize understanding your unique needs and financial situation to design a personalized approach that helps you achieve your goals. They offer the latest investment insights, tips, and strategies to help clients live their best financial life. Additionally, the institution holds certifications from reputable organizations such as the Certified Financial Planner Board of Standards, Inc. (CFP Board) and the Academy of Certified Portfolio Managers. Merrill Lynch Financial Advisor Douglas Beerbower strives to provide comprehensive financial solutions and personalized investment strategies to help clients pursue their financial goals.
185 Asylum St 14th Floor, Hartford, CT 06103, United States -
Merrill Lynch Financial Advisor John M Sawka
● ClosedMerrill Lynch Financial Advisor John M Sawka is a finance institution located at 200 Glastonbury Boulevard in Glastonbury, Connecticut, United States. Our mission is to understand our clients and what matters most to them, in order to help them pursue their financial goals while managing investment risk. We work with you to design and implement a personalized plan that considers your current wealth and future aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, we aim to address your financial needs and help you achieve your goals. Our team is comprised of experienced individuals committed to building strong client relationships based on trust and personalized service. We offer the Merrill Personal Wealth Analysis™ to help build and document a personalized plan centered on your goals. By checking in regularly and discussing changes in your life and financial markets, we aim to keep you on track to achieve what's most important to you.
200 Glastonbury Blvd Suite 302, Glastonbury, CT 06033, United States -
Merrill Lynch Financial Advisor Jeffrey Louis Wolf
● ClosedMerrill Lynch Financial Advisor Jeffrey Louis Wolf is a finance institution located at 29 South Main Street, West Hartford, Connecticut, United States. Their mission is to understand you and what matters most to you, in order to design and implement a personalized plan to help you and your family pursue financial goals while managing investment risk. They believe in building strong client relationships based on trust and personalized service, with a team of talented and experienced individuals committed to helping you achieve your goals. Through their Merrill Personal Wealth Analysis™, they can build and document a personalized plan centered on your goals. They offer insights, observations, and ideas to help you in your pursuit of financial goals, and believe that financial success can be achieved by making informed investment-related decisions. By working with a dedicated Merrill advisor, you can access personalized investment strategies and comprehensive financial solutions. They understand that life and financial markets can change over time, and will work with you to stay on track and adjust your financial approach as needed. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Jeffrey Louis Wolf is there to help you every step of the way.
29 S Main St, West Hartford, CT 06107, United States -
Dana S. Preis, ChFC, RICP, LUTCF
● ClosedDana S. Preis, ChFC, RICP, LUTCF is a reputable financial institution located at 65 Cedar Hill Road in Easton, Connecticut, United States. Specializing in comprehensive financial planning, the institution is led by experienced professionals who hold prestigious designations such as Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), and Life Underwriter Training Council Fellow (LUTCF). With a commitment to providing personalized and tailored financial solutions, Dana S. Preis is dedicated to helping clients achieve their financial goals and secure their financial future.
65 Cedar Hill Rd, Easton, CT 06612, United States -
Merrill Lynch Financial Advisor Joe Celotto
● ClosedMerrill Lynch Financial Advisor Joe Celotto, located at 350 Goose Lane in Guilford, Connecticut, is a finance institution supported by the global resources of Merrill. Comprised of talented and experienced individuals, the team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they change over time. Beginning with a conversation, your advisor helps identify and prioritize your most important goals, whether it's transferring wealth, planning for retirement, or funding a child's education. Through the Investment Personality Assessment, Merrill aims to understand your investing preferences and customize a financial approach to help you achieve your goals. With access to investment insights and banking solutions, the team at Merrill Lynch works with you to develop a personalized plan to address your financial needs. The mission is to understand you and what matters most to you, helping you design and implement a plan to pursue financial goals while managing investment risk. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be built and documented. As life and financial markets change, your advisor will help you stay on track to achieve what's most important to you. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors are dedicated to helping you build a customized approach to address your needs and pursue your goals. Let Merrill Lynch Financial Advisor Joe Celotto help you achieve your financial goals and live your best financial life.
350 Goose Ln Bldg C, 3rd Floor, Guilford, CT 06437, United States -
Merrill Lynch Financial Advisor William J Pello
● ClosedMerrill Lynch Financial Advisor William J Pello is a finance institution located at 350 Goose Lane, Guilford, Connecticut, United States. At this institution, managing your wealth begins with a deep understanding of your full financial picture. Personalized wealth management strategies are created based on what matters most to you, with access to investment insights from Merrill and banking solutions from Bank of America. The team at Merrill Lynch focuses on building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, a personalized plan can be built and documented, centered on your goals and focused on what you want to achieve. The Investment Personality Assessment helps to understand your investing preferences and customize a financial approach tailored to your needs. As your life and goals change, the financial approach can be updated to reflect those changes. The mission of Merrill Lynch Wealth Management Advisors is to understand you and what matters most to you, in order to design and implement a personalized plan to help you pursue financial goals while managing investment risk. Regular check-ins and reviews are conducted to ensure you stay on track towards achieving what's most important to you. The team at Merrill Lynch is dedicated to helping you reach your goals and providing the advice you need to navigate fluctuations in the market and changes in your life. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor William J Pello is committed to helping you live your best financial life.
350 Goose Ln, Guilford, CT 06437, United States -
Henry Cormier - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenHenry Cormier is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 850 Farmington Avenue, Farmington, Connecticut, United States. Henry holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Henry's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various individuals and businesses. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Henry Cormier can provide tailored financial advice to help you achieve your financial goals.
850 Farmington Ave, Farmington, CT 06032, United States -
Merrill Lynch Financial Advisor Robert B Weber
● ClosedMerrill Lynch Financial Advisor Robert B Weber, located at 185 Asylum Street, Hartford, Connecticut, United States, is dedicated to understanding you and what matters most to you. With a personalized approach to financial planning, our team helps you design and implement a plan to pursue your financial goals while managing investment risk. We take the time to get to know you, your family, and your financial situation, working collaboratively to build a personalized strategy tailored to your needs. Our investment approach is grounded in understanding you as an individual, taking into account your personal investment style and priorities. With access to the resources of Merrill, Bank of America Private Bank, and Bank of America, we provide a comprehensive range of financial solutions to help you achieve what matters most to you. Our team is committed to building strong client relationships based on trust and personalized service, helping you navigate the financial landscape and stay on track to reach your goals. Let's work together to pursue your financial aspirations with the support of Merrill Lynch Wealth Management Advisors.
185 Asylum St 14th Floor, Hartford, CT 06103, United States -
Richard J Vogler - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRichard J Vogler is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4 Main Street, Farmington, Connecticut, United States. Richard holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Richard's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical practices and continuing education, Richard is dedicated to providing comprehensive financial planning services to individuals and businesses.
4 Main St, Farmington, CT 06032, United States -
Edward Jones - Financial Advisor: Kevin Harris, ABFP™|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Kevin Harris, ABFP™|AAMS™|CRPC™ is a finance institution located at 20 Main Street in Colchester, Connecticut, United States. Kevin Harris is a highly qualified financial advisor with designations including ABFP™, AAMS™, and CRPC™, providing expert financial planning services to individuals and businesses in the area. With a focus on personalized and comprehensive financial solutions, Kevin Harris helps clients achieve their long-term financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Kevin Harris is dedicated to providing top-notch financial advice and guidance.
20 Main St, Colchester, CT 06415, United States -
Merrill Lynch Financial Advisor Christopher W Wiegert
● ClosedMerrill Lynch Financial Advisor Christopher W Wiegert is located at 200 Glastonbury Boulevard in Glastonbury, Connecticut, United States. Our mission is to understand our clients and what matters most to them. We work closely with our clients to design and implement personalized financial plans that help them pursue their goals while managing investment risk. Our approach focuses on potential solutions to turn goals into reality. We believe in a financial approach that helps our clients pursue their aspirations and address issues that matter most to them. Whether it's planning for future expenses, college education, business transactions, or wealth transfer, we work with our clients to manage, grow, and preserve their wealth. With access to the resources of Merrill and Bank of America, we develop customized approaches to address our clients' financial needs.
200 Glastonbury Blvd Suite 302, Glastonbury, CT 06033, United States -
Merrill Lynch Financial Advisor Derek Scott Pirruccello
● ClosedMerrill Lynch Financial Advisor Derek Scott Pirruccello is located at 27 Coogan Boulevard in Stonington, Connecticut, United States. Supported by the global resources of Merrill, our team is dedicated to building strong client relationships based on trust and personalized service. Our financial advisors focus on what matters most to you - your family, goals, and priorities - even as they evolve over time. We begin every relationship with a conversation to understand your goals and priorities, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment, we tailor a financial approach to help you pursue your meaningful goals. Our mission is to help you achieve your financial goals by designing and implementing a personalized plan that manages investment risk. We offer a range of services including investment strategies, financial planning, and comprehensive solutions from Bank of America. Let's work together to help you achieve your financial aspirations.
27 Coogan Blvd, Mystic, CT 06355, United States -
Merrill Lynch Financial Advisor Robert D Guere
● ClosedMerrill Lynch Financial Advisor Robert D Guere, located at 2 Pine Street, New Canaan, Connecticut, United States, is dedicated to providing exemplary client service. Recognized as one of Forbes' "Best-in-State Wealth Advisors" in 2023, Robert D Guere focuses on understanding your full financial picture to create a personalized wealth management strategy tailored to your goals. With access to Merrill's investment insights and Bank of America's banking solutions, he helps clients navigate changing market conditions and achieve their financial objectives. Through the Merrill Personal Wealth Analysis™, Robert D Guere can help you build a personalized plan centered on your aspirations and priorities. As a Merrill Lynch Wealth Management Advisor, he believes in the power of personalized financial approaches that evolve with your changing life and goals. By listening to your needs and aspirations, Robert D Guere designs and implements customized plans to help you pursue financial success while managing investment risk. With a commitment to ongoing communication and adjustments to your financial approach, he aims to help you stay on track towards your goals. Contact Robert D Guere at Merrill Lynch Financial Advisor for personalized investment strategies and comprehensive financial solutions tailored to your unique needs.
2 Pine St, New Canaan, CT 06840, United States -
Merrill Lynch Financial Advisor Edward Iannone
● ClosedMerrill Lynch Financial Advisor Edward Iannone, located at 301 Tresser Boulevard in Stamford, Connecticut, United States, is a finance institution that believes in building strong relationships through teamwork and involvement. The team of advisors, wealth management client associates, and global investment capabilities of Merrill and banking convenience of Bank of America aim to be your primary source for financial advice and guidance. They offer a personalized and fully integrated plan to address the evolving objectives of clients, such as wealth accumulation, retirement income distribution, and planning for the next generation. The team prides itself on providing consistent and customized service to meet the needs of clients, helping them manage, grow, and preserve their wealth. By listening to clients' goals and priorities, the institution develops a financial approach designed to help address their individual needs. With access to investment insights from Merrill and banking solutions from Bank of America, the team works with clients to create a plan centered on their goals and focused on what they want to achieve. The institution believes in helping clients reach their goals by understanding their personal preferences and providing advice and guidance tailored to their needs. Through the Merrill Personal Wealth Analysis™ and ongoing discussions to revisit and adjust financial plans, the team aims to help clients stay on track to achieve what's most important to them. As Merrill Lynch Wealth Management Advisors, the team is committed to building strong client relationships based on trust and personalized service, helping clients build a customized investment approach to address their needs and pursue their goals. With a focus on personalized investment strategies and comprehensive financial solutions, the institution aims to provide a dedicated one-on-one relationship with each client to help guide them along their financial journey.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
Merrill Lynch Financial Advisor Gregory Romatzick
● ClosedMerrill Lynch Financial Advisor Gregory Romatzick, located at 253 Post Road West, Westport, Connecticut, United States, is supported by the global resources of Merrill and is dedicated to building strong client relationships based on trust and personalized service. Our team of talented and experienced individuals focuses on your family, goals, and priorities, adapting as they evolve over time. Through in-depth conversations, we identify and prioritize your most important goals, whether it's wealth transfer, pursuing your passions, or planning for the future. Drawing on research in behavioral finance, we use the Investment Personality Assessment to tailor a financial approach that aligns with your values and goals. Our mission is to understand you and your aspirations, designing a personalized plan to help you and your family achieve financial success while managing risk. By regularly reviewing your goals and progress, we ensure that your financial approach adapts to changes in your life and the markets. With access to investment insights from Merrill and banking solutions from Bank of America, we collaborate with you to develop a comprehensive strategy to address your financial needs. Let us work together to help you reach your goals and live your best financial life.
253 Post Rd W, Westport, CT 06880, United States -
Merrill Lynch Financial Advisor Stephen M Raccuia
● ClosedMerrill Lynch Financial Advisor Stephen M Raccuia, located at 1499 Post Road, Fairfield, Connecticut, United States, is a finance institution supported by the global resources of Merrill. The team is made up of talented and experienced individuals who prioritize building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to any changes over time. Through conversations, the advisor helps identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. By utilizing the Investment Personality Assessment, the team can customize a financial approach tailored to your preferences and goals. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop a financial plan designed to address your needs. The mission is to understand you and what matters most, creating a personalized plan to help you pursue your financial goals while managing risk. Through the Merrill Personal Wealth Analysis, the team can build and document a plan centered on your goals. Regular check-ins ensure your financial approach aligns with any changes in your life or the market. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors are dedicated to helping you achieve your goals.
1499 Post Rd, Fairfield, CT 06824, United States -
Merrill Lynch Financial Advisor Michael Moskowitz
● ClosedMerrill Lynch Financial Advisor Michael Moskowitz, located at 2 Pickwick Plaza in Greenwich, Connecticut, United States, is dedicated to providing exemplary client service. Recognized as a Forbes "Best-in-State Wealth Advisor" in 2018 and 2019, Michael Moskowitz focuses on understanding individuals' priorities to design personalized financial strategies. With a commitment to helping clients navigate challenging markets, the institution offers a comprehensive approach to financial planning, wealth management, and investment strategies. The team, supported by global resources, is committed to building strong client relationships based on trust and personalized service. By prioritizing the goals and aspirations of each client, Michael Moskowitz aims to create a financial approach that reflects their unique needs and priorities. With access to investment insights and banking solutions, the institution helps clients manage, grow, and preserve their wealth while addressing future financial needs. Whether planning for retirement, funding education, or passing wealth to future generations, Merrill Lynch Financial Advisor Michael Moskowitz is dedicated to helping clients achieve their financial goals.
2 Pickwick Plaza 4th Floor, Greenwich, CT 06830, United States -
Merrill Lynch Financial Advisor Michael J Iacobelli
● ClosedMerrill Lynch Financial Advisor Michael J Iacobelli is a finance institution located at 301 Tresser Boulevard, Stamford, Connecticut, United States. As a financial advisor, Michael Iacobelli focuses on managing your wealth by understanding your full financial picture and creating a flexible strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, he helps clients pursue their financial goals through personalized wealth management strategies. Michael Iacobelli follows the Merrill tradition of community service and volunteers with organizations in the community. He offers the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on individual goals. By understanding what matters most to each client, Michael Iacobelli designs and implements personalized plans to help manage, grow, and preserve wealth while considering long-term impact.
301 Tresser Blvd 10th Floor, Stamford, CT 06901, United States -
Merrill Lynch Financial Advisor Kelley Krant McWilliams
● ClosedMerrill Lynch Financial Advisor Kelley Krant McWilliams is a finance institution located at 253 Post Road West, Westport, Connecticut, United States. Kelley has over 19 years of experience in the financial services industry and joined Merrill Lynch Wealth Management in 2021. She offers a comprehensive approach to managing wealth, focusing on understanding her client’s priorities, goals, and aspirations. With a background in institutional fixed income and research, Kelley is dedicated to educating and preparing individuals for all stages of their financial journey. Kelley believes in building personalized financial plans through the Merrill Personal Wealth Analysis™ tool, centered on clients' goals and aspirations. She understands that life events can impact finances and is passionate about helping clients navigate through these changes. By utilizing the Investment Personality Assessment, Kelley can tailor financial approaches to align with clients' investing preferences and goals.
253 Post Rd W, Westport, CT 06880, United States -
The Eder Group
● OpenThe Eder Group, located at 100 First Stamford Place, Stamford, Connecticut, United States, is a finance institution dedicated to helping clients achieve their grandest visions through thoughtful planning. Our team offers tailored solutions to meet the dynamic needs of each client at every stage of wealth accumulation. With locations in Stamford and Greenwich, we empower decision-making with expert guidance, providing seamless financial management for families and individuals. Our network of professionals delivers a full suite of financial solutions to ensure stability for today and future generations. From intelligent community investments to bespoke strategies aligned with financial objectives, we offer a sophisticated platform of traditional and alternative investments. As an extension of your team, we provide holistic and relevant advice to create a comprehensive financial plan designed to grow with you. Our services cater to various trusts and include fiduciary oversight, account management, and distribution assistance. Through our curated Rockefeller Lifestyle Advisory partners, clients gain access to exclusive experiences and concierge services. The Eder Group is committed to understanding individual objectives and developing customized wealth management solutions. With a focus on interpreting data differently and maximizing success through innovative strategies, we strive to help clients achieve their financial goals and leave a lasting legacy for generations to come.
100 First Stamford Pl # 201, Stamford, CT 06902, United States
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