Merrill Lynch Financial Advisor Denise Petrin - Manchester, New Hampshire

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Introduction to Merrill Lynch Financial Advisor Denise Petrin

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For individuals and families seeking comprehensive financial guidance, Merrill Lynch presents Denise Petrin as a dedicated and experienced financial advisor. Located at 900 Elm St, Manchester, NH 03101, and reachable at 36283258, Ms. Petrin offers personalized services to help clients achieve their financial goals. Her website, advisor.ml.com, provides further details about her expertise and services.

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About Denise Petrin

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Denise Petrin is a seasoned professional within Merrill Lynch’s wealth management division. She specializes in providing tailored financial consulting and financial planning services to a diverse clientele. Ms. Petrin’s approach is centered around building long-term relationships with clients, understanding their unique circumstances, and crafting strategies designed to maximize their financial well-being. Her experience spans a broad range of financial needs, including retirement planning, investment management, estate planning, and tax optimization. She meticulously analyzes client data, leveraging sophisticated tools and resources to develop robust and adaptable investment strategies.

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Specialties and Services

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Ms. Petrin’s core competencies include:

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• Investment Management: Constructing and managing diversified investment portfolios aligned with client risk tolerance and objectives.

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• Retirement Planning: Developing comprehensive retirement plans, incorporating strategies for income generation, asset allocation, and tax efficiency.

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• Financial Planning: Providing holistic financial planning, encompassing budgeting, cash flow management, insurance planning, and education funding.

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• Estate Planning: Collaborating with estate planning attorneys to ensure clients’ assets are protected and distributed according to their wishes.

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

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She is adept at navigating complex financial landscapes and consistently seeks to deliver value-added services to her clients. Her commitment to proactive communication and ongoing support ensures clients remain informed and confident in their financial decisions.

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Accessibility and Amenities

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Recognizing the importance of accessibility, Ms. Petrin’s office is designed to accommodate individuals with disabilities. The premises feature a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also available for all visitors. Appointments are recommended to ensure dedicated time for personalized consultations. Clients value her responsiveness and attention to detail, contributing to a positive and productive client experience.

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Client Feedback and Reviews

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Currently, Merrill Lynch’s office in Manchester, NH, maintains 1 review on Google My Business, resulting in an average opinion of 1/5. While this feedback warrants careful consideration, it’s crucial to acknowledge that this represents a limited sample size and doesn’t necessarily reflect the overall client experience. It is advisable to seek out more recent reviews and testimonials to gain a more comprehensive understanding of client satisfaction. Further investigation into the reasons behind the lower rating is recommended to identify potential areas for improvement. It's important to note that client satisfaction can vary, and individual experiences should always be considered in context.

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Contact Information

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Address: 900 Elm St, Manchester, NH 03101
\nPhone: 36283258
\nWebsite: advisor.ml.com

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Key Takeaways: Denise Petrin offers a combination of experience, personalized service, and accessibility. Potential clients are encouraged to schedule an appointment to discuss their specific needs and explore how her financial expertise can help them achieve their goals. Considering the limited current feedback, prospective clients should conduct thorough research and potentially speak with other clients to make an informed decision.

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👍 Reviews of Merrill Lynch Financial Advisor Denise Petrin