Portfolio rebalancing in Westbury, New York

Merrill Lynch Financial Advisor Brian M. Sheehan is located at 1325 Franklin Avenue in Garden City, New York, United States. Specializing in finance, Brian believes that personal relationships and communication are key to his business. He works closely with clients and their families to build trust and establish realistic expectations. Brian has a strong community presence and is dedicated to helping those in need. With a focus on retirement planning, education planning, insurance, and investment objectives, Brian works with individuals, corporate executives, police officers, firefighters, retirement plans, and non-profit organizations. He holds the prestigious Chartered Retirement Planning CounselorSM designation and believes in the importance of asset allocation and portfolio rebalancing. Brian is actively involved in various community organizations and resides in Westbury with his family. He believes in a personalized approach to financial planning and is committed to helping clients achieve their goals.

Eon Wealth Management is a leading financial institution located at 1400 Old Country Road in Westbury, New York. As a trusted provider of financial services, Eon Wealth Management offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Eon Wealth Management is dedicated to providing top-notch financial planning, investment management, and wealth preservation services. Whether you are looking to grow your assets or plan for retirement, Eon Wealth Management is committed to helping you secure a prosperous future.