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TOP 30 How to build a strong relationship in Ocala, FL
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Merrill Lynch Financial Advisor Michael J. Hart
Merrill Lynch Financial Advisor Michael J. Hart is located at 301 Southeast 17th Street in Ocala, Florida, United States. This institution specializes in finance and offers services to address the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. The team works closely with clients to determine their financial goals and crafts customized strategies to help them pursue these goals. Michael Hart, a Wealth Management Advisor and Portfolio Manager, leads the Ocala office and is a managing partner of Hart, Greiner & Associates. He holds various certifications and degrees in financial planning and retirement counseling. The team at Merrill Lynch leverages their expertise to serve clients with diverse financial needs, including investments, insurance, tax strategies, retirement planning, and estate planning.
Merrill Lynch Financial Advisor Michael B Greiner
Merrill Lynch Financial Advisor Michael B Greiner is a managing partner of Hart, Greiner & Associates within Merrill Lynch Wealth Management in Ocala, Florida. With a focus on developing strategies and providing advice for individuals, families, and businesses, Michael strives to understand his clients' short- and long-term financial objectives. He believes in the importance of regular reviews to track progress towards goals and adapting strategies as life changes. Michael's approach to investing is personalized, starting with a conversation to truly understand each client's needs and goals. He holds a Bachelor's degree in Economics from the University of Florida and has obtained certifications as a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor. Michael is actively involved in supporting the community and local organizations in Ocala. With access to the resources of Merrill and Bank of America, Michael and his team are committed to building strong client relationships based on trust and personalized service. By understanding his clients' investment personalities and priorities, Michael helps them create financial strategies that reflect their individual needs and goals. With a focus on continual communication and adjusting financial approaches as life changes, Michael is dedicated to helping his clients achieve their financial aspirations.
Dr. Jaclyne Herrera
Dr. Jaclyne Herrera is a trusted dentist located at 2575 Southwest 42nd Street in Ocala, Florida. Dr. Herrera has been a resident of Ocala since 1994 and has a strong educational background, graduating with honors from the University of Miami and the University of Florida. She served in the Army as a Captain, providing dental care to military personnel and their families. Dr. Herrera is dedicated to providing gentle and comprehensive general dentistry services to the residents of Central Florida. She is a member of several professional dental associations and values the relationships she builds with her patients. In her free time, Dr. Herrera enjoys traveling, gardening, and spending time with her family. Visit Dr. Jaclyne Herrera for top-quality dental care in a welcoming environment.
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