Inheritanceplanning in Greenwich, Connecticut

The Cushman, Curry, Higbie Group at Morgan Stanley is a premier financial institution located at 1 Fawcett Place in Greenwich, Connecticut, United States. Our team of experienced professionals offers a wide range of financial services including investment management, wealth planning, and retirement solutions. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you in reaching your financial objectives.

Merrill Lynch Financial Advisor Zachary E. Niklaus, located at 2 Pickwick Plaza in Greenwich, Connecticut, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With a focus on providing honest and intelligent financial guidance, the institution works closely with clients to establish objectives, set strategies, and review progress regularly. By incorporating modern portfolio theory and behavioral finance into their wealth management practice, they aim to help clients manage, grow, and preserve their wealth for the long term. The institution believes in developing a customized financial approach tailored to each client's unique goals and priorities, offering access to investment insights and banking solutions to help clients make informed decisions. By utilizing tools such as the Investment Personality Assessment, they seek to gain a deeper understanding of each client's investing preferences and goals. With a commitment to helping clients achieve financial success, Merrill Lynch Financial Advisor Zachary E. Niklaus goes beyond the traditional role of an advisor, providing access to research, investment products, and services to help clients navigate their financial journey.