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TOP 30 Merrill lynch advisory services in West Hartford, CT
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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a prestigious financial institution located at 29 South Main Street in West Hartford, Connecticut, United States. With a reputation for providing top-notch financial services and expertise, Merrill Lynch offers wealth management solutions tailored to meet the individual needs of their clients. From investment strategies to retirement planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or plan for the future, Merrill Lynch Wealth Management is committed to providing you with the guidance and support you need to succeed.
Merrill Lynch Financial Advisor David F. Farnham
Merrill 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.
Merrill Lynch Financial Advisor Lynn A Denucci
Merrill Lynch Financial Advisor Lynn A Denucci, located at 29 South Main Street in West Hartford, Connecticut, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand their clients and what matters most to them, taking the time to ask smart questions and listen carefully in order to help clients achieve their personal financial goals while managing investment risk. They provide personalized wealth management strategies and work with clients throughout life's ups and downs to help them pursue their goals. By utilizing the Investment Personality Assessment, they tailor their financial approach to each client's unique preferences and priorities. With access to the insights of Merrill and the convenience of Bank of America, they strive to exceed expectations through proactive communication, personalized service, and ongoing financial education. The institution offers a broad range of services, such as investment advisory and financial planning, with a focus on helping clients make informed decisions to reach their goals.
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