The Best Financial planning joshua feigelman in Florida

Merrill Lynch Financial Advisor Joshua R Feigelman, located at 1 Town Center Road in Boca Raton, Florida, is dedicated to helping clients achieve their financial goals. With a focus on personalized service, the institution begins each relationship with a conversation to understand the unique priorities of each individual or family. By utilizing the Investment Personality Assessment, the team at Merrill Lynch can tailor a financial approach to align with the client's values and objectives. The institution offers a range of potential solutions, premier customer service, and financial tools based on each client's circumstances. Whether clients are planning for retirement, education expenses, wealth transfer, or other goals, Merrill Lynch works to develop a customized plan to help manage, grow, and preserve wealth for the long term.