Merrill Lynch Financial Advisor Gary Seitz - Springfield, Illinois

Gary Seitz, Merrill Lynch Financial Advisor

\n

For individuals and families seeking comprehensive financial guidance, Gary Seitz at Merrill Lynch presents a dedicated service based out of Springfield, Illinois. Located at 611 E Monroe St, Springfield, IL 62701, Mr. Seitz operates with a commitment to providing tailored financial planning solutions. His phone number is 2175254230, and prospective clients can access more information and schedule appointments through his website: advisor.ml.com.

\n\n

About Gary Seitz

\n

Gary Seitz is a financial consultant and financial planner with extensive experience at Merrill Lynch. He specializes in assisting clients with a wide range of financial needs, including retirement planning, investment management, estate planning, and tax optimization. Mr. Seitz’s approach centers around understanding each client’s unique circumstances, goals, and risk tolerance to develop a customized strategy for achieving long-term financial security. He prioritizes building strong, trusting relationships with his clients, acting as a reliable partner in navigating the complexities of the financial landscape.

\n\n

Specialties and Services

\n

\n
• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, considering factors such as income, expenses, and desired lifestyle.

\n

• Investment Management: Creating and managing diversified investment portfolios aligned with clients’ risk profiles and financial goals.

\n

• Estate Planning: Providing guidance on wills, trusts, and other estate planning tools to protect assets and ensure a smooth transfer of wealth.

\n

• Tax Optimization: Identifying strategies to minimize tax liabilities and maximize after-tax returns.

\n

• Financial Education: Offering resources and guidance to help clients make informed financial decisions.

\n

\n\n

Accessibility and Amenities

\n

Merrill Lynch’s Springfield office is designed with accessibility in mind. The facility offers a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Clients can also expect to find standard restroom facilities. Appointments are recommended to ensure dedicated time for personalized service and detailed discussions. The team believes in creating a comfortable and convenient experience for all clients.

\n\n

Client Feedback and Reputation

\n

Currently, this office has 0 reviews on Google My Business, indicating a limited number of publicly available opinions. The average opinion is 0/5, suggesting that there is a need for more client testimonials and feedback. However, this does not necessarily reflect the quality of service provided, and potential clients are encouraged to conduct their own research and consider scheduling a consultation to assess whether Mr. Seitz and Merrill Lynch are the right fit for their financial needs. It’s important to note that a lack of reviews doesn’t automatically equate to a negative experience – it simply reflects the current level of public feedback.

\n\n

Contact Information Summary

\n

\n

\n

\n

\n

Address	611 E Monroe St, Springfield, IL 62701
Phone	2175254230
Website	advisor.ml.com

\n

Recommendation: For individuals seeking a seasoned financial advisor with a focus on personalized service and a commitment to accessibility, Gary Seitz at Merrill Lynch is worth considering. While current reviews are limited, the office’s accessibility features and Mr. Seitz’s expertise in various financial planning areas make him a potentially valuable resource. It’s advised to schedule an appointment to discuss specific financial goals and explore how his services can be tailored to individual needs.

\n",
"summary": "Gary Seitz at Merrill Lynch in Springfield, IL, provides personalized financial consulting and planning services with a focus on accessibility and client relationships, despite currently lacking public reviews.",
"keywords": ["financial planning", "investment management", "retirement planning", "financial advisor", "estate planning"],
"word_count": 966,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}