Merrill Lynch Wealth Management Advisor Julia C Gorman - Ithaca, New York

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Julia C Gorman: A Comprehensive Overview of a Merrill Lynch Wealth Management Advisor

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For individuals and families seeking comprehensive financial planning and wealth management solutions, Julia C Gorman, a dedicated Financial Consultant and Financial Planner at Merrill Lynch Wealth Management, presents a valuable resource. Located at 235 S Cayuga St, Ithaca, NY 14850, United States, Ms. Gorman offers personalized guidance and strategic advice to help clients achieve their long-term financial goals. Her commitment to client success is underscored by her accessibility and a focus on building lasting relationships.

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About Julia C Gorman

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Julia C Gorman has spent considerable time and dedication honing her skills and expertise within the financial services industry. As a Merrill Lynch Wealth Management Advisor, she leverages the extensive resources and platform of a leading global financial institution while maintaining a client-centric approach. Her career is rooted in a deep understanding of the complexities of personal finance, encompassing investment management, retirement planning, estate planning, and tax optimization. She prioritizes understanding each client’s unique circumstances, risk tolerance, and aspirations to develop tailored strategies designed to meet their specific needs. Ms. Gorman’s professional journey reflects a continuous pursuit of knowledge and a commitment to staying abreast of the latest market trends and regulatory changes.

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Location and Accessibility

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The office of Julia C Gorman is conveniently situated at 235 S Cayuga St, Ithaca, NY 14850. This location offers a professional and welcoming environment for clients. Importantly, the firm has prioritized accessibility for all clients, featuring:

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• Wheelchair-Accessible Car Park: Ensuring ease of access for individuals using mobility devices.

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• Wheelchair-Accessible Entrance: Providing a smooth transition into the office.

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• Wheelchair-Accessible Toilet: Demonstrating a commitment to inclusivity and comfort.

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• Toilet Facilities: Standard restroom amenities are readily available.

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Appointments are highly recommended to ensure Ms. Gorman can dedicate her full attention to each client’s needs. This allows for a more in-depth discussion and a thorough assessment of financial objectives.

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Specialties and Services

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Ms. Gorman’s expertise covers a broad spectrum of wealth management services, including:

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• Investment Management: Developing and implementing investment strategies aligned with client risk profiles and goals.

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• Retirement Planning: Creating comprehensive retirement plans to ensure financial security in the future.

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• Financial Planning: Providing holistic financial planning services to address all aspects of a client’s financial life.

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• Estate Planning: Working with clients to develop estate plans that protect their assets and provide for their loved ones.

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• Tax Optimization: Identifying opportunities to minimize tax liabilities and maximize wealth accumulation.

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She utilizes Merrill Lynch’s sophisticated research and analytical tools to provide clients with informed investment recommendations. Ms. Gorman’s approach is characterized by transparency, integrity, and a genuine desire to help clients achieve their financial dreams.

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Website and Contact Information

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Clients can access more information about Julia C Gorman and her services through the following resources:

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• Website: fa.ml.com

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• Phone: 6072776670

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The website provides details on her team, investment philosophy, and client success stories. Contacting Ms. Gorman directly via phone allows for a personalized consultation to discuss individual financial needs.

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Client Feedback and Reputation

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Currently, Julia C Gorman’s business at Merrill Lynch lacks publicly available client reviews on Google My Business. The average opinion is 0/5, indicating a lack of documented client feedback at this time. However, this does not necessarily reflect the quality of her services, as the absence of reviews could be due to a relatively new client base or a strategic decision to prioritize direct client communication. It’s recommended to seek independent verification of her performance through referrals or conversations with current and former clients.

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Overall Recommendation

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Julia C Gorman represents a dedicated and experienced financial advisor within the Merrill Lynch Wealth Management network. Her commitment to accessibility, combined with her expertise in investment management, retirement planning, and estate planning, makes her a potentially valuable resource for individuals seeking professional financial guidance. While current client reviews are limited, her location, accessibility features, and established firm affiliation offer a solid foundation for a positive client experience. Further research and direct communication are encouraged to determine if she aligns with a client’s specific financial needs and objectives. The firm's focus on client relationships and personalized service is a key strength. Considering her specialized knowledge and the resources of Merrill Lynch, she is well-equipped to assist clients in navigating the complexities of the financial landscape.

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"summary": "Julia C Gorman is a Merrill Lynch Wealth Management Advisor in Ithaca, NY, offering personalized financial consulting and planning services with a focus on accessibility and client relationships.",
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