Merrill Lynch Financial Advisor Jesse Silver - Garden City, New York

Jesse Silver, Merrill Lynch Financial Advisor

For individuals seeking comprehensive financial planning and expert financial consulting, Jesse Silver at Merrill Lynch presents a dedicated service located at 1325 Franklin Ave 4th Floor, Garden City, NY 11530. His contact number is 68778274, and prospective clients can access more information through his website: advisor.ml.com. Mr. Silver specializes in assisting clients with a wide range of financial needs, from retirement planning and investment management to estate planning and tax optimization. He is committed to building long-term relationships based on trust and a deep understanding of each client’s unique circumstances.

About Jesse Silver

Jesse Silver is a seasoned financial advisor with a strong background in helping individuals and families achieve their financial goals. His experience within Merrill Lynch allows him to leverage a wealth of resources and expertise to provide tailored solutions. He has cultivated a reputation for being approachable, responsive, and genuinely invested in his clients’ success. Silver’s approach centers around a holistic view of a client’s finances, considering not only their current situation but also their future aspirations and potential risks.

Specialties and Services Offered

Mr. Silver’s core competencies include:

• Investment Management: He assists clients in constructing and managing diversified investment portfolios designed to meet specific risk tolerances and return objectives. This includes stocks, bonds, mutual funds, and other investment vehicles.
• Retirement Planning: A significant portion of his practice is dedicated to helping clients plan for a comfortable and secure retirement. This involves projecting retirement income needs, determining optimal savings strategies, and exploring various retirement account options (e.g., 401(k)s, IRAs).
• Financial Planning: Silver provides comprehensive financial planning services, encompassing budgeting, cash flow management, debt reduction, and goal setting.
• Estate Planning: He collaborates with estate planning attorneys to help clients develop strategies for transferring assets efficiently and minimizing estate taxes.
• Tax Planning: He works with tax professionals to identify opportunities for tax-efficient investing and savings.

Accessibility and Client Experience

Jesse Silver prioritizes accessibility and client comfort. The office at 1325 Franklin Ave is equipped with a wheelchair accessible entrance and wheelchair accessible parking lot, demonstrating a commitment to inclusivity. Furthermore, the office features a wheelchair accessible restroom, ensuring a comfortable experience for all visitors. Appointments are recommended to allow for dedicated time and personalized attention. It’s worth noting that currently, there are no publicly available reviews on Google My Business – a factor prospective clients may wish to consider when evaluating his service. The current average opinion is a 0/5, suggesting a need for more client feedback.

Key Information Summary

Recommendation

Individuals seeking a knowledgeable and dedicated financial advisor should seriously consider contacting Jesse Silver. His expertise, combined with his commitment to client service and accessibility, makes him a valuable resource for navigating the complexities of personal finance. While a lack of recent reviews warrants cautious consideration, the established presence within Merrill Lynch and his clearly defined areas of specialization offer a strong foundation for trust. Prospective clients are encouraged to schedule an appointment to discuss their individual needs and explore the potential benefits of working with Mr. Silver. His dedication to providing personalized attention and tailored solutions underscores his commitment to helping clients achieve their long-term financial goals. The restroom is also available for client use.