Merrill Lynch Financial Advisor James Gaughran - Smithtown, New York

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Merrill Lynch Financial Advisor James Gaughran: A Comprehensive Overview

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For individuals and families seeking expert financial guidance, Merrill Lynch Financial Advisor James Gaughran presents a dedicated service within the established network of Merrill Lynch. Located at 50 NY-111, Smithtown, NY 11787, United States, Mr. Gaughran offers a personalized approach to wealth management, encompassing a wide range of financial planning needs. His telephone number is 631-361-3260, and prospective clients can access further information and schedule an appointment through his website: advisor.ml.com. It’s important to note that currently, the company has 0 reviews on Google My Business, reflecting a nascent online presence, but the available data paints a picture of a committed professional.

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Specialties and Expertise

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James Gaughran’s core competencies lie in providing comprehensive financial consulting and financial planning services. He specializes in assisting clients with a variety of financial objectives, including retirement planning, investment management, estate planning, and tax optimization. Mr. Gaughran’s approach is deeply rooted in understanding each client’s unique circumstances, goals, and risk tolerance. He meticulously crafts tailored strategies designed to achieve long-term financial security and prosperity. His expertise extends to:

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

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

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• Estate Planning: Providing guidance on wills, trusts, and other estate planning instruments to safeguard assets and ensure a smooth transfer of wealth.

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• Tax Planning: Identifying opportunities to minimize tax liabilities and maximize after-tax returns.

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• Education Planning: Assisting families in saving for and funding their children’s education.

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Mr. Gaughran leverages the resources and research capabilities of Merrill Lynch to deliver sophisticated, data-driven advice. He emphasizes ongoing communication and proactive monitoring of client portfolios, adapting strategies as needed to respond to changing market conditions and individual life events.

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Location and Accessibility

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The office location at 50 NY-111, Smithtown, NY 11787, is strategically situated to serve clients in the Smithtown area and surrounding communities. Mr. Gaughran is committed to providing a welcoming and accessible environment for all clients. The office features:

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• Wheelchair-Accessible Car Park: Ensuring convenient parking for individuals with mobility challenges.

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• Wheelchair-Accessible Entrance: Providing a barrier-free entry point to the office.

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• Wheelchair-Accessible Toilet: Offering a fully accessible restroom facility.

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• Toilet Facilities: Standard restroom facilities are also available.

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Appointments are highly recommended to ensure dedicated attention and facilitate a thorough discussion of client needs. Contacting Mr. Gaughran’s office at 631-361-3260 to schedule an appointment is strongly advised.

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Client Feedback and Reputation

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Currently, the company does not have any publicly available Google My Business reviews. This lack of immediate feedback is understandable given the relative newness of the advisory practice. However, it's anticipated that as Mr. Gaughran builds his client base and delivers successful outcomes, positive reviews will accumulate. The current average opinion of 0/5 underscores the need for prospective clients to conduct their own due diligence and assess whether Mr. Gaughran’s services align with their specific requirements. It is recommended to thoroughly research any financial advisor before entrusting them with your financial future.

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Key Recommendations

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For individuals seeking a dedicated financial advisor with a track record of success and a commitment to personalized service, James Gaughran at Merrill Lynch presents a viable option. His expertise in a range of financial planning areas, combined with his accessibility and dedication to client needs, make him a potentially valuable resource. However, prospective clients should proactively seek independent verification of his credentials and experience. Contacting the office directly at 631-361-3260 to schedule an initial consultation is a recommended first step. Visiting the website at advisor.ml.com will also provide access to further information and resources. Remember to ask detailed questions about his investment philosophy, fees, and client service approach during the consultation.

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"summary": "James Gaughran, a Merrill Lynch Financial Advisor based in Smithtown, NY, offers personalized financial consulting and planning services, focusing on retirement, investments, and estate planning, with accessibility features for clients.",
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