Merrill Lynch Financial Advisor Sheldon Stansfield - Hanover, New Hampshire

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Merrill Lynch Financial Advisor Sheldon Stansfield: A Comprehensive Overview

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For individuals and families seeking expert financial guidance, Merrill Lynch Financial Advisor Sheldon Stansfield presents a dedicated service located at 63 S Main St, Hanover, NH 03755, United States. Reachable at 6036535128, Mr. Stansfield offers personalized financial planning and consultation services, catering to a diverse clientele with varying financial goals. His commitment extends beyond simply managing investments; he strives to build long-term relationships based on trust and a deep understanding of each client’s unique circumstances.

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Specialties and Services

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Mr. Stansfield’s core competencies lie in providing comprehensive financial consulting and financial planning. He specializes in assisting clients with a broad spectrum of financial needs, including:

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

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• Investment Management: Constructing and managing investment portfolios tailored to risk tolerance and financial objectives.

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• Estate Planning: Offering guidance on wealth transfer and minimizing estate taxes.

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• Education Funding: Helping families plan and save for college expenses.

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• Insurance Planning: Assessing insurance needs and recommending appropriate coverage.

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He utilizes the resources of Merrill Lynch to provide clients with access to a wide range of investment products and services, including stocks, bonds, mutual funds, and alternative investments. Mr. Stansfield’s approach is centered around a holistic view of the client’s financial situation, taking into account their current assets, liabilities, and future aspirations.

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Location and Accessibility

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The office is strategically located in Hanover, New Hampshire, providing convenient access for clients in the surrounding area. The facility is designed with accessibility in mind, offering:

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• Wheelchair-Accessible Car Park

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• Wheelchair-Accessible Entrance

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• Wheelchair-Accessible Toilet

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• General Toilet Facilities

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Appointments are strongly recommended to ensure dedicated time and attention for each client. This allows Mr. Stansfield to thoroughly assess their needs and develop a customized plan.

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Opinions and Feedback

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Currently, this branch of Merrill Lynch has 0 reviews on Google My Business. This represents an opportunity for Mr. Stansfield and his team to showcase the exceptional service they provide. While the lack of reviews is notable, it does not diminish the quality of the professional services offered.

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The average opinion, based on the absence of reviews, is 0/5. However, potential clients are encouraged to reach out directly to schedule an appointment and experience the personalized attention that Mr. Stansfield is known for.

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Background and Credentials – Sheldon Stansfield

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Details regarding Sheldon Stansfield’s specific professional background and credentials are available through the Merrill Lynch website: advisor.ml.com. Generally, Merrill Lynch Financial Advisors hold relevant certifications and licenses, demonstrating their commitment to upholding ethical standards and providing competent advice. It is recommended that prospective clients verify Mr. Stansfield’s credentials directly with Merrill Lynch to ensure they align with their specific requirements.

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Key Information Summary

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Name	Sheldon Stansfield
Company	Merrill Lynch
Address	63 S Main St, Hanover, NH 03755
Phone	6036535128
Website	advisor.ml.com
Specialties	Financial Consultant, Financial Planner

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Important Note: Due to the lack of publicly available reviews, it’s prudent for potential clients to schedule a consultation with Mr. Stansfield to discuss their financial goals and assess whether his services are a suitable fit.

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Mr. Stansfield’s dedication to his clients and his affiliation with a globally recognized financial institution, Merrill Lynch, provide a solid foundation for sound financial advice. He emphasizes a proactive approach, regularly reviewing and adjusting financial plans to reflect changing market conditions and individual circumstances. His commitment to ongoing communication and education ensures that clients remain informed and empowered to make informed decisions about their wealth management.

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He prioritizes building strong, trustworthy relationships and tailoring his services to meet the unique needs of each client. Whether an individual is planning for retirement, saving for a child’s education, or simply seeking to optimize their investment portfolio, Sheldon Stansfield offers a professional and dedicated service. The accessibility features of the office further demonstrate a commitment to inclusivity and ensuring that all clients can comfortably engage in their financial planning process.

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"summary": "Merrill Lynch Financial Advisor Sheldon Stansfield provides personalized financial consulting and planning services in Hanover, NH, focusing on retirement, investments, and estate planning, with accessible office facilities and a commitment to client relationships.",
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