Merrill Lynch Financial Advisor Matt Gelfand
7501 Wisconsin Avenue, Bethesda, MD 20814
Location & Phone number
7501 Wisconsin Ave Suite 600 W, Bethesda, MD 20814, United States
About the Business
Merrill Lynch Financial Advisor Matt Gelfand, located at 7501 Wisconsin Avenue in Bethesda, Maryland, specializes in providing comprehensive financial solutions for nonprofit clients. Gelfand, Marsh & Associates work closely with clients to understand their financial goals, risk tolerance, and liquidity needs to create a customized financial approach. Their team of experienced professionals combines Merrill's investment insights with Bank of America's banking services to offer a high level of personalized service.
With a focus on building strong client relationships based on trust, Gelfand, Marsh & Associates is supported by talented specialists who are dedicated to guiding investment programs and strategic decision making for institutional clients. As a Bank of America Global Institutional Consulting team, they offer boutique-like attentiveness with the global perspective and industry experience of Bank of America.
Whether you are a tax-exempt charitable organization or another type of institution, Gelfand, Marsh & Associates can provide the knowledge and customized service needed to navigate today's financial landscape. Their commitment to teamwork, personalized service, and customized strategies sets them apart as a trusted financial partner.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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