Merrill Lynch Financial Advisor Gregory Burns - Syracuse, New York

Gregory Burns, Merrill Lynch Financial Advisor – A Comprehensive Overview

For individuals and families seeking expert financial guidance, Merrill Lynch presents Gregory Burns as a dedicated financial advisor based in Syracuse, New York. Located at 205 S Salina St #300, Syracuse, NY 13202, United States, Mr. Burns operates within the O’Connor and Burns Group, a respected arm of Merrill Lynch’s extensive network. He specializes in providing tailored financial consulting and financial planning services to meet diverse client needs. This detailed overview will explore Mr. Burns’s qualifications, services, location details, and other pertinent information to assist those considering his professional expertise.

Contact Information:

• Phone: 3154240415
• Website: advisor.ml.com

Specialties: Gregory Burns’ core competencies lie in:

• Investment Management: Constructing and managing investment portfolios aligned with individual risk tolerance and financial objectives.
• Retirement Planning: Developing comprehensive retirement strategies, including savings, investment, and distribution planning.
• Estate Planning: Assisting clients in structuring their estates for efficient wealth transfer and tax minimization.
• Financial Planning: Providing holistic financial planning services encompassing budgeting, cash flow management, and goal setting.
• Tax Planning: Collaborating with tax professionals to optimize tax strategies and minimize tax liabilities.

Accessibility Features: Recognizing the importance of inclusivity, Mr. Burns’s office is designed to accommodate individuals with disabilities. The facility offers:

• Wheelchair-Accessible Car Park: Convenient parking for visitors utilizing wheelchairs.
• Wheelchair-Accessible Entrance: A ramp or elevator provides access to the building.
• Wheelchair-Accessible Toilet: A fully equipped accessible restroom is available.
• Toilet Facilities: Standard restroom facilities are also available.

Appointment Recommendations: It is highly recommended that clients schedule an appointment with Mr. Burns to discuss their specific financial circumstances and goals. This allows for a more focused and productive consultation. Initial consultations typically involve a thorough assessment of the client’s current financial situation, objectives, and risk profile.

Client Feedback and Reputation: Currently, Gregory Burns’s company has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. While this indicates a lack of publicly available reviews at this time, it does not necessarily reflect the quality of service provided. It’s advisable to seek independent verification of client satisfaction through referrals or direct inquiries.

About Gregory Burns and the O’Connor & Burns Group: Gregory Burns is a seasoned financial professional with a strong track record of helping clients achieve their financial aspirations. He is a member of the O’Connor & Burns Group, a well-established team within Merrill Lynch that focuses on delivering personalized wealth management solutions. The group prides itself on building long-term relationships with clients based on trust, integrity, and a deep understanding of their unique needs. Mr. Burns’s experience and expertise, combined with the resources of Merrill Lynch, enable him to provide a comprehensive range of financial advisory services.

Key Areas of Focus: Mr. Burns’s practice is centered around helping clients navigate the complexities of the financial landscape. He assists clients in:

• Defining Financial Goals: Collaborating with clients to identify and prioritize their financial objectives, such as retirement, education funding, or wealth accumulation.
• Risk Management: Assessing and mitigating financial risks through diversification, insurance planning, and other strategies.
• Portfolio Optimization: Continuously monitoring and adjusting investment portfolios to ensure they remain aligned with client goals and market conditions.
• Tax Efficient Planning: Implementing tax-advantaged strategies to minimize tax liabilities and maximize after-tax returns.

Resources and Support: As a Merrill Lynch advisor, Mr. Burns benefits from access to a vast array of resources and support services, including research tools, market analysis, and compliance expertise. This allows him to provide clients with the most up-to-date information and insights. He also works closely with other specialists within Merrill Lynch, such as estate planning attorneys and tax accountants, to provide a holistic approach to financial planning.

Recommendations for Prospective Clients: Individuals considering Gregory Burns as their financial advisor are encouraged to schedule a consultation to discuss their specific needs and goals. During the consultation, they can learn more about Mr. Burns’s approach to financial planning and assess whether his expertise aligns with their requirements. It's also advisable to inquire about the firm’s fee structure and potential conflicts of interest. Furthermore, researching the O’Connor & Burns Group’s credentials and track record can provide additional assurance.

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"summary": "Gregory Burns is a Merrill Lynch Financial Advisor in Syracuse, NY, specializing in financial consulting and planning, offering personalized wealth management services and accessibility features for clients.",
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