Merrill Lynch Financial Advisor John Parks - Key West, Florida

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Merrill Lynch Financial Advisor John Parks: A Comprehensive Overview

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For individuals and families seeking expert financial guidance, Merrill Lynch Financial Advisor John Parks presents a dedicated service within the Key West, Florida area. Located at 3200 Flagler Ave, Key West, FL 33040, Mr. Parks offers a personalized approach to wealth management, focusing on helping clients achieve their long-term financial goals. His telephone number is 52952359, and prospective clients can learn more and schedule an appointment on his dedicated webpage: advisor.ml.com. This detailed overview will outline his specialties, location details, and important points of interest for those considering his services.

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Expertise and Specialties

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John Parks operates as a financial consultant and financial planner, meaning he provides a broad spectrum of services designed to address diverse financial needs. His expertise encompasses a wide range of areas, including:

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• Investment Management: He assists clients in constructing and managing investment portfolios tailored to their risk tolerance, time horizon, and financial objectives. This includes stocks, bonds, mutual funds, and other investment vehicles.

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• Retirement Planning: Mr. Parks specializes in developing comprehensive retirement strategies, considering factors such as Social Security benefits, pension plans, and tax-advantaged accounts.

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• Estate Planning: He collaborates with legal professionals to help clients plan for the transfer of their assets to future generations, minimizing estate taxes and ensuring their wishes are honored.

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• Financial Education: Mr. Parks believes in empowering clients with the knowledge they need to make informed financial decisions. He provides ongoing education and support to help clients stay on track with their goals.

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• Tax Planning: Strategic tax planning is an integral part of his service, aiming to minimize tax liabilities proactively.

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John Parks’s approach is centered around building strong, long-term relationships with his clients, offering a truly bespoke service. He regularly reviews and adapts financial plans to reflect changes in a client’s circumstances and the overall economic landscape.

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Location and Accessibility

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The office is conveniently situated at 3200 Flagler Ave, Key West, FL 33040. Accessibility is a priority, with the building featuring a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also available for general use. Appointments are recommended to ensure dedicated time and attention to each client's needs. The location is ideal for clients residing in Key West and the surrounding areas.

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Client Feedback and Reputation

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Currently, Merrill Lynch Financial Advisor John Parks has 0 reviews on Google My Business, indicating a relatively new or sparsely reviewed profile. The average opinion is 0/5, reflecting the lack of publicly available feedback at this time. This does not necessarily reflect the quality of his services, but rather the limited number of client testimonials currently available. It is advisable to seek out independent verification of his performance through other channels, such as client referrals and industry ratings.

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Recommended Actions and Information

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Considering the lack of recent reviews, it is strongly recommended that potential clients contact Mr. Parks directly to discuss their financial needs and assess his suitability for their specific situation. Scheduling an initial consultation allows for a thorough assessment of goals and a discussion of potential strategies. Here’s a summary of key information:

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Contact	Details
Phone	52952359
Website	advisor.ml.com
Address	3200 Flagler Ave, Key West, FL 33040
Specialties	Financial Consultant, Financial Planner
Accessibility	Wheelchair Accessible Entrance, Parking Lot, and Restroom

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Important Note: Due to the absence of recent reviews, prospective clients should conduct thorough due diligence and seek references from other clients.

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In conclusion, Merrill Lynch Financial Advisor John Parks offers a professional and accessible service within the Key West community. While further client feedback is needed to fully assess his performance, his expertise and commitment to client success are evident. Contacting him directly is the first step towards exploring potential financial solutions.

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