Merrill Lynch Financial Advisor Nicole Leonard
26 Century Hill Drive, Latham, NY 12110
About the Business
Merrill Lynch Financial Advisor Nicole Leonard, located at 26 Century Hill Drive in Latham, New York, is part of The Moloney - Leonard Group, dedicated to helping clients achieve their financial goals. With 85 years of combined financial services experience, the team at Merrill Lynch focuses on developing a customized financial approach for each client, placing them at the center of the wealth management process.
The team at Merrill Lynch understands that each client's situation is unique and ever-changing. By getting to know clients personally and understanding their goals and priorities, they can provide thoughtful investment guidance aligned with what matters most to each individual. Through tools like the Investment Personality Assessment, they tailor financial strategies to suit each client's needs and preferences.
The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They offer services such as Merrill Personal Wealth Analysis™ to help clients document and achieve their financial goals. With a focus on ongoing communication and adjustments to financial approaches as needed, the team at Merrill Lynch is dedicated to helping clients stay on track to reach their objectives.
As Merrill Lynch Wealth Management Advisors, the team at Merrill Lynch Financial Advisor Nicole Leonard is dedicated to helping clients navigate the complexities of their financial lives and build customized investment approaches to pursue their goals. By putting clients first and offering personalized investment strategies, the team aims to help clients achieve their financial aspirations and live their best financial lives.
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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