Merrill Lynch Financial Advisor Judith Prim - Pensacola, Florida

Introduction to Judith Prim, Your Pensacola Financial Consultant

For individuals and families in Pensacola, Florida, seeking comprehensive financial planning and expert investment advice, Judith Prim at Merrill Lynch offers a dedicated and personalized approach. Located at 815 S Palafox St, Pensacola, FL 32502, United States, Ms. Prim provides a robust suite of services designed to help clients achieve their long-term financial goals. This document outlines key details regarding her practice, accessibility features, and contact information to assist potential clients in making an informed decision.

About Judith Prim – A Dedicated Financial Professional

Judith Prim is a seasoned financial consultant and financial planner with a commitment to building strong, trusting relationships with her clients. She specializes in guiding clients through various stages of life, from retirement planning and estate management to education funding and wealth preservation. Her expertise extends to a broad range of investment strategies, tailored to individual risk tolerances and financial objectives. Ms. Prim prioritizes understanding her clients’ unique circumstances and developing customized solutions that align with their values and aspirations. She consistently strives to deliver proactive and insightful guidance, ensuring clients remain informed and confident in their financial journey.

Location and Accessibility

The office of Judith Prim is conveniently situated at 815 S Palafox St, Pensacola, FL 32502. Recognizing the importance of inclusivity, the office has been thoughtfully designed to accommodate individuals with disabilities. Specifically, the facility offers:

• Wheelchair-accessible car park: Providing convenient access for clients using mobility devices.
• Wheelchair-accessible entrance: Ensuring a smooth and easy transition into the office space.
• Wheelchair-accessible toilet: A dedicated accessible restroom is available for client comfort.
• Toilet facilities: Standard restroom facilities are also readily available.

Appointments are strongly recommended to ensure Ms. Prim can dedicate her full attention to each client’s needs. Scheduling an appointment allows for a thorough discussion of financial goals and the development of a personalized plan.

Contact Information & Website

To schedule an appointment or to learn more about Judith Prim’s services, please contact her directly:

• Phone: 8504347053
• Website: advisor.ml.com

Client Feedback and Reputation

Currently, the company has 0 reviews on Google My Business, indicating a limited public record of client experiences. This doesn't necessarily reflect the quality of service provided, but rather a lack of recent online reviews. It’s recommended to seek independent recommendations or testimonials from current or former clients to gain a more comprehensive understanding of Judith Prim’s approach.

Services Offered – A Detailed Overview

As a Merrill Lynch financial advisor, Judith Prim has access to a wide range of resources and tools. Her primary services include:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
• Investment Management: Creating and managing diversified investment portfolios based on individual risk profiles.
• Estate Planning: Assisting clients with wills, trusts, and other estate planning documents.
• Education Funding: Guiding clients on saving and investing for their children’s education.
• Insurance Planning: Evaluating and recommending appropriate insurance coverage to mitigate financial risks.
• Tax Planning: Collaborating with tax professionals to optimize tax strategies.

Ms. Prim’s expertise extends to various investment products, including stocks, bonds, mutual funds, and annuities. She maintains a strong understanding of market trends and economic conditions, allowing her to provide informed recommendations. She regularly reviews client portfolios and adjusts strategies as needed to ensure they remain aligned with their goals.

Overall Assessment & Recommendation

While the current average opinion of 0/5 reflects the lack of recent reviews, Judith Prim’s credentials as a Merrill Lynch financial consultant and financial planner, combined with her commitment to client service and accessibility, warrant consideration. Her location in Pensacola, Florida, and dedication to providing personalized financial guidance make her a potentially valuable resource for individuals seeking expert assistance. It is strongly recommended that prospective clients schedule an appointment to discuss their specific needs and explore the possibilities of a long-term financial partnership.

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