TOP 30 Investment advisor for retirement in West Islip, New York

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Merrill Lynch Financial Advisor Jeffrey Scharpf is a finance institution located at 540 Montauk Highway, West Islip, New York, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. They offer wealth management strategies tailored to each client's individual goals and priorities, with access to investment insights from Merrill and banking solutions from Bank of America. The advisors at Merrill Lynch focus on understanding what matters most to their clients, whether it's planning for retirement, buying a home, or funding a child's education. Through personalized financial planning and investment strategies, they aim to help clients achieve their financial goals and manage investment risk. The institution offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to create customized plans centered on the client's objectives. With a commitment to staying on track and adapting to changes in the market and in the client's life, Merrill Lynch Financial Advisor Jeffrey Scharpf aims to help clients achieve their goals and live their best financial life.

Merrill Lynch Wealth Management, located at 540 Montauk Highway in West Islip, New York, is a leading finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized financial strategies tailored to each client's unique needs and goals. From retirement planning to estate planning, the advisors at Merrill Lynch Wealth Management are equipped to assist with a variety of wealth management challenges. In addition to financial planning services, the branch is dedicated to giving back to the community through volunteerism and charitable outreach. Employees at Merrill Lynch locations across the country are actively involved in fundraising activities to support local neighborhoods and causes. The institution is committed to maintaining vibrant and healthy communities.