Merrill Lynch Financial Advisor Shane J. Mahieu
26 Century Hill Drive, Latham, NY 12110
About the Business
Merrill Lynch Financial Advisor Shane J. Mahieu is a trusted professional located at 26 Century Hill Drive in Latham, New York, United States. With over 25 years of experience in the financial services industry, Shane is known for his methodical and disciplined approach in working with individuals, families, and organizations. He takes the time to understand his clients' unique goals and objectives, creating personalized financial plans tailored to their specific needs.
Shane holds the designation of Accredited Asset Management Specialist from the College for Financial Planning, showcasing his expertise in managing assets effectively. He is also deeply involved in community service, volunteering as a firefighter and serving on various boards and councils.
At Merrill Lynch Wealth Management, Shane focuses on building strong relationships with his clients, prioritizing their goals and aspirations. By listening carefully and understanding each client's financial situation, he helps them navigate the complexities of the financial markets and make informed decisions.
Whether you're planning for retirement, saving for a major purchase, or passing on wealth to future generations, Shane is dedicated to helping you achieve your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, he can develop a comprehensive approach to address your financial needs.
Shane believes that the key to financial success lies in understanding his clients on a personal level and designing a plan that aligns with their life priorities. By regularly reviewing and adjusting the financial approach, he ensures that clients stay on track to reach their goals.
As a Merrill Lynch Wealth Management Advisor, Shane Mahieu is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives. Contact him today to start building a customized plan that reflects your unique needs and aspirations.
Photos
Hours open
Monday:
9:00 AM - 4:30 PM
Tuesday:
9:00 AM - 4:30 PM
Wednesday:
9:00 AM - 4:30 PM
Thursday:
9:00 AM - 4:30 PM
Friday:
9:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
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