Merrill Lynch Financial Advisor Lori Bjorndahl - Smithtown, New York

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Introducing Lori Bjorndahl, a Dedicated Financial Advisor

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For individuals and families seeking comprehensive financial planning and expert guidance, Lori Bjorndahl at Merrill Lynch presents a valuable resource. Ms. Bjorndahl operates as a financial consultant and financial planner, committed to helping clients achieve their long-term financial goals. Her approach is characterized by personalized service, in-depth analysis, and a dedication to building strong, trusting relationships with her clients.

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About Lori Bjorndahl

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Lori Bjorndahl is a seasoned professional within Merrill Lynch. She specializes in providing tailored financial strategies to a diverse clientele, encompassing retirement planning, investment management, estate planning, and income tax strategies. Ms. Bjorndahl’s expertise extends to various financial needs, allowing her to offer a holistic approach to wealth management. She consistently prioritizes understanding her clients' unique circumstances, risk tolerance, and aspirations to develop customized plans that align with their objectives. Her commitment goes beyond simply managing assets; she aims to empower clients with the knowledge and confidence to make informed financial decisions throughout their lives.

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Location and Contact Information

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Clients can readily connect with Lori Bjorndahl at her office located at:

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Address: 50 NY-111, Smithtown, NY 11787, United States.

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Phone: 6313613218

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Website: advisor.ml.com

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Key Specializations and Services

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• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.

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• Investment Management: Constructing diversified portfolios based on individual risk profiles and financial goals.

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• Estate Planning: Providing guidance on wealth transfer and legacy planning.

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• Tax Planning: Minimizing tax liabilities through strategic financial planning.

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• Financial Education: Empowering clients with the knowledge to make sound financial decisions.

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Ms. Bjorndahl’s services are designed to be adaptable, evolving alongside her clients’ changing needs and life events. She regularly reviews and adjusts financial plans to ensure they remain aligned with their evolving circumstances.

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Accessibility and Amenities

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Recognizing the importance of accessibility, Lori Bjorndahl’s office is equipped to accommodate clients with disabilities. The facility features:

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• Wheelchair-Accessible Car Park: Convenient parking for individuals using wheelchairs.

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• Wheelchair-Accessible Entrance: A level entry point for ease of access.

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• Wheelchair-Accessible Toilet: A fully accessible restroom for client comfort.

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• Toilet Facilities: Standard restroom facilities available.

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• Appointments Recommended: Scheduling an appointment ensures dedicated time and personalized attention.

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Client Feedback and Reputation

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Currently, Merrill Lynch’s office in Smithtown has 0 reviews on Google My Business, indicating a relatively new or emerging presence within the local community. The average opinion is 0/5, suggesting an opportunity for Ms. Bjorndahl and the Gergel Group to build a strong reputation through positive client experiences. This lack of reviews also highlights the importance of clients actively sharing their feedback to contribute to a more comprehensive understanding of the service provided.

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Overall Recommendation

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Lori Bjorndahl offers a professional and dedicated approach to financial advice. While currently lacking established online reviews, her commitment to accessibility and personalized service makes her a potentially excellent choice for individuals seeking comprehensive financial planning assistance. We strongly recommend contacting her directly to schedule an appointment and discuss your specific financial needs. Her team, the Gergel Group, complements her expertise, providing a robust framework for wealth management. Further research and direct communication are encouraged to determine if her services align with your individual circumstances. The accessible facility demonstrates a commitment to inclusivity and client comfort. Considering the limited current feedback, proactively seeking client testimonials will be beneficial in shaping a positive perception of the Gergel Group’s services over time.

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