Merrill Lynch Financial Advisor Andres Leon - Miami, Florida

Merrill Lynch Financial Advisor Andres Leon – A Comprehensive Overview

For individuals and families seeking expert financial guidance, Merrill Lynch Financial Advisor Andres Leon presents a compelling option. Located in the heart of Miami’s financial district at 701 Brickell Ave, 11th Floor, Miami, FL 33131, United States, Mr. Leon offers a personalized approach to wealth management. His contact number is 3055303654, and prospective clients can learn more and schedule an appointment on his website: advisor.ml.com.

Specialties: Andres Leon specializes in providing comprehensive financial consulting and financial planning services. He assists clients with a broad range of needs, including retirement planning, investment management, estate planning, tax optimization, and risk management. Mr. Leon’s expertise allows him to craft tailored strategies designed to align with each client’s unique financial goals and circumstances.

Location and Accessibility: The firm’s Brickell Avenue location is strategically positioned within Miami’s vibrant business community. Recognizing the importance of accessibility, the office boasts several features designed to accommodate all clients. These include a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. Additionally, the facility provides standard toilets for general use. Appointments are highly recommended to ensure dedicated time and attention to each client’s needs. The convenient location makes it easily accessible for those navigating Miami’s extensive transportation network.

Key Features and Services

Mr. Leon’s service offerings extend beyond simple investment advice. He focuses on building long-term relationships with his clients, understanding their aspirations, and proactively managing their portfolios. Here’s a breakdown of some key service areas:

• Investment Management: Mr. Leon leverages his extensive knowledge of the investment landscape to construct and manage diversified portfolios aligned with client risk tolerance and investment objectives. He utilizes a range of investment vehicles, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: A significant portion of his practice is dedicated to helping clients plan for a secure and comfortable retirement. He develops customized retirement income strategies, considering factors such as desired lifestyle, healthcare costs, and potential longevity.
• Estate Planning: Recognizing the importance of preserving wealth and ensuring a smooth transfer of assets, Mr. Leon collaborates with estate planning attorneys to assist clients in creating wills, trusts, and other estate planning documents.
• Tax Optimization: He works closely with tax professionals to identify opportunities to minimize tax liabilities and maximize after-tax returns.
• Risk Management: Mr. Leon helps clients assess and mitigate various financial risks, including market volatility, inflation, and mortality risk.

Client Feedback and Reputation

Currently, Merrill Lynch Financial Advisor Andres Leon has 0 reviews on Google My Business. This limited feedback underscores the need for prospective clients to conduct thorough due diligence and seek independent verification of his credentials and performance. The average opinion is 0/5, indicating a lack of publicly available reviews at this time. It’s crucial for potential clients to actively seek out testimonials and case studies to gain a more comprehensive understanding of Mr. Leon’s approach and client satisfaction.

Recommendations: Given the absence of recent reviews, it is strongly recommended that individuals considering working with Andres Leon proactively seek out references and speak directly with current or former clients. Furthermore, a thorough review of his credentials and regulatory history through the SEC’s Investment Adviser Public Disclosure (IAPD) website is advisable. This proactive approach will empower individuals to make an informed decision based on a complete assessment of his qualifications and experience.

Contact Information Summary:

Additional Points of Interest: Beyond the accessibility features, the office environment is designed to promote a comfortable and professional atmosphere. Clients are encouraged to schedule appointments in advance to ensure dedicated one-on-one attention. The firm’s commitment to client service is evident in its proactive communication and personalized approach to financial planning.

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"summary": "Merrill Lynch Financial Advisor Andres Leon provides comprehensive financial consulting and planning services from his Miami office, focusing on investment management, retirement planning, and estate optimization, but currently lacks publicly available client reviews.",
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