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1325 FRANKLIN AVENUE
Floor No. 04,
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The Garden City Office of Merrill Lynch Wealth Management concentrates on serving the wealth management needs of high-net-worth and ultra-high-net-worth individuals, their families, businesses, companies and not-for-profit organizations. As with all clients, we take a goals-based wealth management approach to assessing the situation, articulating needs and goals, defining and refining our approach, implementing a goals based strategy and constantly reviewing client's progress to goals. The client is at the center of everything we do. In Garden City, we have over 100 Financial Professionals with the experience and training that recognizes no two clients are identical. We work with clients to allocate assets and customize portfolios based on specific need, risk tolerance, comfort level, liquidity needs and time horizon – a goals based approach. Additionally, we offer clients access to specialists from all over the globe and help in areas such as insurance and annuities, investments, charitable gifting, retirement income, pension and deferred compensation services, defined benefit and contribution plans, tax minimization strategies, guidance on concentrated stock positions and wealth transfer and estate planning services. This is often in concert with clients’ other professionals, such as attorneys and tax specialists. We also provide access to a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized banking guidance along with lending solutions focused on your needs. Business owners and executives can also gain access to Bank of America’s Global Commercial Banking group, which offers strategies and solutions for companies, government agencies, and not-for-profit institutions with revenues ranging from $2.5 million to $2 billion. Our goal is to help clients fully integrate and manage all facets of their financial lives.
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.