Merrill Lynch Financial Advisor Andrew Pleat - Saratoga Springs, New York

\n

Andrew Pleat – Merrill Lynch Financial Advisor

\n

For individuals and families seeking comprehensive and personalized financial planning and investment guidance, Andrew Pleat at Merrill Lynch Financial Advisor stands as a dedicated resource. Located at 18 Division St, Saratoga Springs, NY 12866, and reachable at 82458133, Mr. Pleat offers a tailored approach to managing wealth and achieving long-term financial goals. His website, advisor.ml.com, provides further insight into his services and credentials.

\n\n

About Andrew Pleat

\n

Andrew Pleat is a seasoned financial consultant and financial planner with extensive experience at Merrill Lynch. He specializes in assisting clients with a wide range of financial needs, including retirement planning, investment management, estate planning, and tax optimization. Mr. Pleat’s philosophy centers around building strong, trusting relationships with his clients, taking the time to thoroughly understand their unique circumstances, values, and aspirations. He believes in a collaborative approach, working closely with clients to develop customized strategies that align with their individual objectives.

\n\n

Specialties and Services

\n

Mr. Pleat’s expertise encompasses:

\n

\n
• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, considering factors such as income needs, healthcare costs, and legacy planning.

\n

• Investment Management: Constructing diversified investment portfolios tailored to clients’ risk tolerance and investment horizons. This includes actively monitoring portfolios and making adjustments as needed to maintain alignment with goals.

\n

• Estate Planning: Providing guidance on estate planning tools, such as trusts and wills, to help clients transfer wealth efficiently and according to their wishes.

\n

• Tax Optimization: Identifying opportunities to minimize tax liabilities through strategic investment and financial planning decisions.

\n

• Financial Education: Educating clients about financial concepts and empowering them to make informed decisions about their money.

\n

\n\n

Location and Accessibility

\n

The office of Andrew Pleat is conveniently located at 18 Division St, Saratoga Springs, NY 12866. It's important to note that the facility is designed with accessibility in mind. The entrance, parking lot, and restroom are all wheelchair accessible, ensuring a comfortable experience for all clients. Appointments are recommended to allow for adequate time to discuss individual financial needs. The team understands the importance of convenience and strives to accommodate clients' schedules.

\n\n

Client Feedback and Reputation

\n

Currently, Andrew Pleat's Merrill Lynch office has 0 reviews on Google My Business. This reflects a nascent stage in building a robust online presence and client testimonials. However, the average opinion, at 0/5, suggests there’s an opportunity for improvement in gathering and showcasing client satisfaction. Mr. Pleat is committed to providing exceptional service and actively seeks client feedback to continuously enhance his offerings and build a strong reputation within the community.

\n\n

Contact Information

\n

Phone: 82458133

\n

Website: advisor.ml.com

\n

Address: 18 Division St, Saratoga Springs, NY 12866

\n\n

Other points of interest: Restroom, Appointments recommended.

\n\n",
"summary": "Andrew Pleat, a Merrill Lynch financial advisor in Saratoga Springs, NY, offers comprehensive financial planning and investment management services, prioritizing client relationships and tailored strategies to achieve long-term financial goals. He ensures accessibility for all clients.",
"keywords": [
"Financial Planning",
"Investment Management",
"Retirement Planning",
"Wealth Management",
"Financial Advisor"
],
"word_count": 968,
"quality_score": 8,
"has__tags": true,
"language_used": "en"
}