TOP 10 Discretionary investment management in Williamsville, New York

Merrill Lynch Wealth Management, located at 6245 Sheridan Drive in Williamsville, New York, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies tailored to each client's needs and goals. The advisors at Merrill Lynch Wealth Management have access to the resources of Bank of America, allowing them to offer guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services. They work closely with clients to understand their current financial situation and create strategies to help them achieve their long-term objectives.

Merrill Lynch Financial Advisor Patrick J Buettner is a finance institution located at 6245 Sheridan Drive, Williamsville, New York, United States. With over 30 years of experience in the financial services industry, Patrick J. Buettner focuses on developing strategies and advice for individuals, families, and businesses to help them achieve their short and long-term financial goals. He is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, operating out of the Williamsville, NY office. Patrick holds a degree in Finance from Canisius College and has an AAMS designation from the College for Financial Planning Institutes Corp. He is also a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies. Patrick is dedicated to building strong client relationships based on trust and personalized service, and believes in the importance of community involvement. By listening to his clients and understanding their goals and priorities, Patrick creates personalized financial plans to help them achieve financial success. With access to the resources of Merrill and Bank of America, he offers advice and guidance based on individual needs and market conditions, helping clients stay on track to reach their financial goals. Let Merrill Lynch Financial Advisor Patrick J Buettner help you achieve your financial objectives and secure your financial future.

Merrill Lynch Financial Advisor Kristin Marusza, located at 6245 Sheridan Drive in Williamsville, New York, offers personalized financial strategies for high net worth individuals, their families, and businesses. With over 29 years of experience in the financial services industry, Kristin focuses on helping clients meet their short and long term financial goals. As a Certified Financial Planner and Chartered Retirement Planning Counselor, she is qualified to provide traditional advice and guidance, as well as build and manage personalized investment strategies tailored to each client's needs. By participating in Merrill Lynch's Investment Advisory Program, Kristin can manage her strategies on a discretionary basis, ensuring that clients' investments align with their objectives. Through the Merrill Personal Wealth Analysis™ process, Kristin works with clients to create a personalized financial plan centered on their goals and priorities. With a commitment to community service and a deep understanding of behavioral finance, Kristin helps clients navigate life changes and market fluctuations to achieve their financial aspirations. By staying informed and regularly reviewing clients' progress, Kristin ensures that their financial approach remains aligned with their evolving goals. As a Merrill Lynch Wealth Management Advisor, Kristin Marusza is dedicated to helping clients pursue their financial goals and build a secure financial future.