Merrill Lynch Financial Advisor Evan Roberts - Hanover, New Hampshire

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Introduction to Merrill Lynch Financial Advisor Evan Roberts

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For individuals and families seeking comprehensive financial guidance and personalized investment strategies, Merrill Lynch Financial Advisor Evan Roberts presents a valuable resource. Located in Hanover, New Hampshire, Mr. Roberts offers a dedicated approach to managing finances and planning for the future. This document provides a detailed overview of his services, location, contact information, and key features designed to assist prospective clients in making informed decisions.

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About Evan Roberts

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Evan Roberts is a Financial Consultant and Financial Planner at Merrill Lynch. He specializes in helping clients navigate the complexities of wealth management, retirement planning, investment strategies, and estate planning. Mr. Roberts’s commitment is to build lasting relationships with his clients, understanding their unique circumstances and goals to create tailored solutions. His experience within Merrill Lynch provides access to a broad range of resources and expertise, ensuring clients receive top-tier support.

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Location and Accessibility

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Mr. Roberts operates out of a conveniently located office at 63 S Main St, Hanover, NH 03755, United States. The office is designed with accessibility in mind, offering several features to ensure a comfortable experience for all clients. These include:

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• Wheelchair-Accessible Car Park: Clients utilizing wheelchairs or mobility devices will find ample parking available.

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• Wheelchair-Accessible Entrance: The entrance to the office is designed to accommodate wheelchairs, facilitating easy access.

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• Wheelchair-Accessible Toilet: A fully accessible toilet is available on-site, demonstrating a commitment to inclusivity.

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• Toilet Facilities: Standard restroom facilities are readily available.

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Appointments are strongly recommended to ensure Mr. Roberts can dedicate sufficient time to your individual needs. This proactive approach allows for a more in-depth discussion of your financial goals and a thorough review of your current situation.

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Contact Information

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Clients can easily reach Evan Roberts through the following channels:

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Phone: 6036432219

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Website: advisor.ml.com

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Specialties and Services

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Evan Roberts offers a diverse range of services tailored to meet various financial needs. These include:

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• Investment Management: Creating and managing investment portfolios aligned with client risk tolerance and financial objectives.

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

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• Financial Planning: Providing holistic financial plans covering budgeting, savings, debt management, and insurance needs.

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• Estate Planning: Assisting clients in planning for the transfer of assets and ensuring their wishes are carried out.

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• Tax Planning: Collaborating with tax professionals to minimize tax liabilities and optimize financial strategies.

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His expertise extends to a wide variety of investment vehicles, including stocks, bonds, mutual funds, and ETFs. He emphasizes a long-term perspective, focusing on sustainable growth and risk management.

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Client Feedback and Reputation

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Currently, Evan Roberts’s profile on Google My Business has 0 reviews. This indicates a relatively new or sparsely reviewed profile. However, it also presents an opportunity for new clients to provide valuable feedback and contribute to his growing reputation. The Average opinion: 0/5 reflects this lack of review data. It's advisable to actively seek testimonials and reviews to build trust and credibility.

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Key Takeaways for Potential Clients

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Considering engaging with Evan Roberts offers several advantages:

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• Experienced Advisor: Leverages the resources and expertise of Merrill Lynch.

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• Personalized Service: Focuses on building relationships and understanding individual client needs.

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• Accessibility: The office is designed to accommodate clients with mobility challenges.

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• Comprehensive Services: Provides a wide range of financial planning and investment management services.

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We encourage prospective clients to schedule an appointment to discuss their financial goals and explore how Mr. Roberts’s services can help them achieve their objectives. Contacting him via phone or visiting his website are convenient ways to initiate the conversation. His dedication to providing tailored solutions and his commitment to client success make him a strong candidate for your financial advisor needs.

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