Global resources consulting in Yardley, PA
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Merrill Lynch Financial Advisor Stephen A Pollard
● ClosedMerrill Lynch Financial Advisor Stephen A Pollard is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill is dedicated to providing exemplary client service and building strong client relationships based on trust and personalized service. The team is comprised of talented and experienced individuals who have access to the global resources of Merrill and are committed to helping clients pursue their financial goals through personalized wealth management strategies. The institution offers a broad array of strategies designed for sophisticated financial needs, including investment services, banking services, and personal service. The team can provide access to a customized suite of high-level financial services, individual client approaches to asset allocation, wealth management strategies, estate planning services, retirement planning services, insurance, and risk management strategies. Clients also have access to Merrill's open investment platform, which offers a range of investment options. Additionally, clients can enjoy convenient, secure account access with MyMerrill®. The team at Merrill Lynch Wealth Management Advisors is dedicated to helping clients achieve their financial goals by building a customized investment approach tailored to their needs and priorities. By getting to know clients personally and understanding what matters most to them, the team can create a financial approach that reflects their personality and helps them address fluctuations in the market and changes in their life. Clients can expect a dedicated one-on-one relationship with the team at Merrill Lynch Financial Advisor Stephen A Pollard.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Glenn Fels
● ClosedMerrill Lynch Financial Advisor Glenn Fels, located at 1040 Stony Hill Road in Yardley, Pennsylvania, is a finance institution dedicated to providing exemplary client service. With over thirty-five years of investment and planning experience, Glenn offers personalized strategies for high net worth individuals, private business owners, and corporate executives. He focuses on minimizing downside losses and creating less volatile portfolios for clients. Glenn's approach includes collaborating with your other planning specialists to ensure your financial needs are met. As a client, you will be treated like family and receive personalized advice and guidance based on your goals and priorities. With access to the global resources of Merrill, Glenn and his team are committed to building strong client relationships based on trust and personalized service. They believe in putting you first and helping you achieve your financial goals through a customized investment approach. Contact Merrill Lynch Financial Advisor Glenn Fels to start planning for your financial future today.
1040 Stony Hill Rd #200, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Wilford H Lawrence
● ClosedMerrill Lynch Financial Advisor Wilford H Lawrence is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. Managing your wealth begins with a deep understanding of your full financial picture, and Wilford Lawrence can help create a flexible strategy tailored to your individual needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, Wilford Lawrence is committed to helping you pursue your financial goals through personalized wealth management strategies. Wilford Lawrence follows the Merrill tradition of community involvement, volunteering with local organizations to give back. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals, while the global resources of Merrill ensure a team of experienced individuals dedicated to building strong client relationships based on trust and personalized service.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Sean A McGee
● ClosedMerrill Lynch Financial Advisor Sean A McGee, located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States, is a finance institution dedicated to helping individuals, families, and business owners achieve their financial goals. Sean McGee focuses on growing clients' savings into wealth, removing financial stress from their lives, and providing exemplary client service. As a Senior Portfolio Manager, Sean is qualified to manage investments directly, offering personalized strategies to help clients pursue their financial objectives. With access to the global resources of Merrill Lynch Wealth Management, Sean's team is committed to building strong client relationships based on trust and personalized service. By understanding each client's goals and priorities, Sean designs and implements personalized financial plans to help manage investment risk and turn goals into reality. Sean believes in the importance of continuously assessing and adjusting financial approaches to reflect changes in clients' lives and goals. With a focus on personalized service and comprehensive financial solutions, Sean McGee is dedicated to helping clients achieve their financial aspirations.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Siva Veerapandy
● ClosedMerrill Lynch Financial Advisor Siva Veerapandy, located at 1040 Stony Hill Road in Yardley, Pennsylvania, is a finance institution that prides itself on providing exemplary client service. Siva's dedication to analytics, research, and client relationships sets him apart in the industry. With over 15 years of experience in financial services, Siva specializes in wealth and retirement planning, multi-generational trust and estate planning, portfolio management, alternative investments, insurance, and annuities. He takes a proactive approach to building risk-managed investment strategies tailored to each client's goals and needs. Siva holds a Chartered Financial Analyst® designation and an MBA in Finance, demonstrating his commitment to ongoing learning and professional development. As a caring financial advisor, Siva is approachable, available, and works closely with clients to ensure their financial well-being. Whether you are planning for retirement, managing your wealth, or looking to pass on your assets to future generations, Siva is dedicated to helping you achieve your financial goals. With access to the global resources of Merrill Lynch, Siva and his team are committed to building strong client relationships based on trust and personalized service. Contact Siva Veerapandy today to start planning for your financial future.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Samuel E Griffiths
● ClosedMerrill Lynch Financial Advisor Samuel E Griffiths is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Their approach to managing wealth begins with a deep understanding of each client's full financial picture, allowing them to create flexible strategies tailored to the ever-changing market conditions. By offering access to the investment insights of Merrill and the banking convenience of Bank of America, they strive to help clients pursue their goals through personalized wealth management strategies. At the Griffiths Group, an exceptional client experience is at the forefront, from wealth planning and strategy to investment management and service. The team is committed to understanding and prioritizing the goals and priorities of each client, adapting their financial approach as life and goals change over time. By utilizing the Merrill Investment Personality Assessment and other tools, Merrill Lynch Financial Advisor Samuel E Griffiths can customize financial approaches to help clients pursue what matters most to them.
1040 Stony Hill Rd #200, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Nick A Maciolek
● ClosedMerrill Lynch Financial Advisor Nick A Maciolek is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. As part of the SM Group, they offer a goals-based wealth management approach that prioritizes the client's personal goals. With access to global investing resources from Merrill and banking services from Bank of America, they assist clients in planning for education, retirement, healthcare costs, and wealth preservation. The institution believes in developing a financial strategy aligned with the client's goals, focusing on managing, growing, and preserving wealth for the long term. The team at Merrill Lynch Financial Advisor Nick A Maciolek is dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes for their exemplary client service, they offer the Merrill Personal Wealth Analysis™ to help clients create a personalized plan centered on their goals. By staying informed about changes in the client's life and financial markets, they aim to help clients achieve what's most important to them. With a focus on understanding the client's priorities and personality, they offer a customized investment approach to address their needs and pursue their goals. Whether it's planning for retirement, education, or passing wealth to future generations, Merrill Lynch Financial Advisor Nick A Maciolek is committed to helping clients achieve their financial aspirations.
1040 Stony Hill Rd #200, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Garren Y Nowicki
● ClosedMerrill Lynch Financial Advisor Garren Y Nowicki, located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States, is a finance institution that prides itself on providing exemplary client service. The team, supported by the global resources of Merrill, is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes for their wealth management teams and advisors, they work closely with clients to help identify and define financial goals, creating personalized plans that reflect individual investment styles and life plans. By understanding clients' goals, values, risk tolerance, and liquidity needs, the team develops comprehensive financial strategies to help clients pursue their goals at every stage of life. With tools like the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they tailor financial approaches to reflect changes in clients' lives and goals. Through one-on-one discovery meetings and ongoing reviews, they help clients make informed decisions and stay on track to achieve their financial objectives. The team's mission is to understand clients' needs and priorities, offering solutions to help turn goals into reality and providing access to comprehensive financial solutions through Bank of America. With a focus on personalized investment strategies and dedicated one-on-one relationships, Merrill Lynch Financial Advisor Garren Y Nowicki is committed to helping clients live their best financial lives.
1040 Stony Hill Rd #200, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Joel B Spangler
● ClosedMerrill Lynch Financial Advisor Joel B Spangler, located at 1040 Stony Hill Road, Yardley, Pennsylvania, offers a goals-based wealth management approach that prioritizes the individual needs and aspirations of clients. With access to the global investing resources of Merrill and the banking convenience of Bank of America, the SM Group assists clients in developing personalized financial strategies aligned with their goals. The team, comprised of experienced professionals, is dedicated to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, clients can create a customized plan centered on their goals and aspirations. The advisors at Merrill Lynch work to help clients stay on track to achieve their financial objectives, adjusting their approach as needed to reflect changes in their lives and the financial markets. The institution has received recognition from Forbes for their exemplary client service, setting the standard for wealth management excellence. By working with a dedicated Merrill advisor, clients can benefit from personalized investment strategies and comprehensive financial solutions tailored to their unique needs and priorities. With a focus on understanding what matters most to each client, Merrill Lynch Financial Advisor Joel B Spangler strives to help individuals achieve their financial goals and live their best financial life.
1040 Stony Hill Rd #200, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Brian L Leone
● ClosedMerrill Lynch Financial Advisor Brian L Leone is a finance institution located at 1040 Stony Hill Road in Yardley, Pennsylvania, United States. Supported by the global resources of Merrill, the group is dedicated to building strong client relationships based on trust and personalized service. Omar approaches each client with the belief that he can improve their financial lives. With a background in owning and operating a hospitality business, he understands the challenges of running a small business and treats clients with fairness. Omar creates an intimate atmosphere where clients can openly discuss their life priorities and financial concerns. He listens to their goals and helps them make important financial decisions.
1040 Stony Hill Rd #200, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Mark A Mucciacciaro
● ClosedMerrill Lynch Financial Advisor Mark A Mucciacciaro is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. The SM Group, of which Mark A Mucciacciaro is a part, offers a goals-based wealth management approach that focuses on putting clients at the center of the wealth management process. By providing access to global investing resources from Merrill Lynch and banking solutions from Bank of America, the institution assists clients in identifying and prioritizing personal financial goals. The team at Merrill Lynch works with clients to develop a financial strategy aligned with their aspirations, whether it's planning for education, retirement, healthcare costs, wealth preservation, or other financial objectives. Through conversations and assessments, the institution aims to understand clients' investing preferences and tailor financial approaches to help them pursue their goals effectively. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service, leveraging the global resources of the institution to provide comprehensive financial solutions. With a focus on understanding clients' unique needs and priorities, Merrill Lynch Financial Advisor Mark A Mucciacciaro aims to help clients stay on track to achieve their financial goals, regardless of market fluctuations or changes in their lives. The institution offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
1040 Stony Hill Rd #200, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Patrick T Sweet
● ClosedMerrill Lynch Financial Advisor Patrick T Sweet is a finance institution located at 1040 Stony Hill Road in Yardley, Pennsylvania, United States. The institution takes pride in its advisors who have been recognized by financial industry publications and Bank of America Corporation for their exemplary client service. Their team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Their advisors have been ranked in publications such as Barron's "Top 1,200 Financial Advisors: State-by-State" and Forbes "Best-in-State Wealth Advisors". They offer a wide array of strategies designed for sophisticated financial needs, including investment services, banking services, and personal service. The team at Pollard, DiMedio & Associates believes in managing wealth as a process involving personal decisions, working closely with clients at every stage of their financial life.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States -
Merrill Lynch Financial Advisor Christopher G DiMedio
● ClosedMerrill Lynch Financial Advisor Christopher G DiMedio, located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States, is a finance institution that prides itself on providing exemplary client service. Recognized by industry publications such as Barron's and Forbes, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill and the banking solutions of Bank of America, the team can help clients navigate today's changing market conditions and pursue their financial goals through tailored wealth management strategies. The experienced team at Pollard, DiMedio & Associates believes in a personalized approach to wealth management, working closely with clients at every stage of their financial journey. By utilizing tools such as the Investment Personality Assessment, the team can gain a deeper understanding of clients' investing preferences and create customized financial strategies. Offering a broad array of strategies for individuals and businesses, Merrill Lynch provides access to investment, banking, and personal services to help clients achieve what matters most to them. With an open investment platform and a focus on high-level financial services, the team at Merrill Lynch is committed to helping clients navigate the complexities of wealth management. Through convenient account access with MyMerrill, clients can stay connected to their investments and pursue their financial goals with ease. Whether planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is dedicated to helping clients make informed decisions and reach their personally meaningful goals.
1040 Stony Hill Rd 2nd Floor, Yardley, PA 19067, United States
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