Merrill Lynch Financial Advisor Kevin Regan - Middletown, New York

Introducing Merrill Lynch Financial Advisor Kevin Regan

For individuals and families seeking comprehensive financial guidance, Mr. Kevin Regan of Merrill Lynch Financial Advisors stands as a dedicated professional. Located at 90 Crystal Run Rd, Middletown, NY 10941, Mr. Regan offers a personalized approach to financial planning and investment management. His commitment to client success is evident in his expertise and accessibility, making him a valuable resource for those navigating the complexities of their financial futures.

Phone: 56950169

Website: advisor.ml.com

Mr. Regan specializes in a broad range of financial services, primarily functioning as a financial consultant and financial planner. He assists clients with creating tailored strategies encompassing retirement planning, investment portfolio management, estate planning, and wealth preservation. His services are designed to meet diverse needs, from young professionals establishing their financial foundations to retirees seeking to safeguard their assets and generate income. He takes a proactive approach, regularly reviewing and adjusting strategies to align with evolving client goals and market conditions.

Other Points of Interest: Mr. Regan’s office is thoughtfully designed with accessibility in mind. It features a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom, demonstrating a commitment to inclusivity and ensuring that all clients can comfortably engage in their financial discussions. Appointments are strongly recommended to allow ample time for a thorough assessment of individual circumstances and the development of a customized plan. He believes in building strong, trusting relationships with his clients – a cornerstone of his practice.

Detailed Information About Kevin Regan’s Services

Mr. Regan’s approach to financial planning is holistic, considering all aspects of a client’s financial life. He doesn’t just focus on investments; he delves into understanding a client’s values, risk tolerance, and long-term objectives. Here’s a breakdown of the key services he provides:

• Investment Management: Mr. Regan can help clients construct and manage investment portfolios designed to achieve their specific financial goals. He utilizes a range of investment vehicles, including stocks, bonds, mutual funds, and ETFs, carefully considering diversification and risk management.
• Retirement Planning: He assists clients in determining the best strategies for accumulating sufficient savings for a comfortable retirement. This includes analyzing current savings, projecting future needs, and developing plans for Social Security and other retirement income sources.
• Estate Planning: Recognizing the importance of protecting assets and ensuring a smooth transfer of wealth, Mr. Regan works with clients to develop comprehensive estate plans, including wills, trusts, and other legal documents.
• Financial Education: Mr. Regan is dedicated to empowering clients with the knowledge and understanding they need to make informed financial decisions. He provides clear explanations of complex concepts and regularly offers insights into market trends and investment opportunities.
• Insurance Planning: He helps clients assess their insurance needs, including life insurance, disability insurance, and long-term care insurance, to protect themselves and their families from unforeseen events.

Opinions: Currently, this company has 0 reviews on Google My Business. This indicates a relatively new or under-reviewed business. However, this does not necessarily reflect the quality of service provided.

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Accessibility: The office is committed to providing a welcoming environment for all clients. Beyond the already mentioned accessibility features, there is a standard restroom available.

Summary: Kevin Regan at Merrill Lynch Financial Advisors offers personalized financial consulting and planning services, prioritizing client needs and providing accessible, inclusive support.

Keywords: Financial Planning, Investment Management, Retirement, Wealth Preservation, Financial Advisor