Merrill Lynch Financial Advisor David Feigelman - Boca Raton, Florida

Merrill Lynch Financial Advisor David Feigelman: A Comprehensive Overview

For individuals and families seeking expert financial guidance, Merrill Lynch Financial Advisor David Feigelman presents a dedicated service located at 1 Town Center Rd, Boca Raton, FL 33486, United States. Contactable at 5613613428, Mr. Feigelman offers a personalized approach to wealth management, combining decades of experience with a commitment to client success. His website, advisor.ml.com, serves as a valuable resource for prospective clients, providing detailed information about his services and qualifications.

Specialties: David Feigelman’s primary areas of expertise encompass financial consulting and financial planning. He assists clients with a wide array of financial needs, including retirement planning, investment management, estate planning, tax optimization, and insurance strategies. His comprehensive approach ensures that each client’s financial goals are carefully assessed, and tailored strategies are developed to achieve them. Mr. Feigelman understands that every client’s situation is unique, and he dedicates himself to crafting bespoke solutions that align perfectly with individual circumstances and aspirations.

Location and Accessibility: The Boca Raton office at 1 Town Center Rd is strategically located within a thriving business district, providing convenient access for clients in the surrounding area. Importantly, the office is committed to accessibility for all clients. It features:

• A wheelchair-accessible car park, ensuring ease of arrival for individuals requiring such accommodations.
• A wheelchair-accessible entrance, facilitating seamless entry into the office.
• A wheelchair-accessible toilet, demonstrating a dedication to inclusivity and comfort.
• Standard toilets are also available.

Appointments are strongly recommended to ensure that Mr. Feigelman can dedicate sufficient time to thoroughly understand each client’s needs and develop a detailed plan. This proactive approach underscores his commitment to providing high-quality, personalized service.

Client Feedback and Reputation: Currently, this practice has 0 reviews on Google My Business, indicating a relatively new or sparsely reviewed profile. The average opinion is 0/5, suggesting that, at this stage, there is limited publicly available feedback. However, this does not necessarily reflect the quality of the services provided; it simply represents a lack of documented client experiences to date.

Key Features and Services Offered:

• Investment Management: Mr. Feigelman offers a range of investment management solutions, including portfolio construction, asset allocation, and ongoing performance monitoring. He utilizes a disciplined approach to investment selection, focusing on long-term growth and risk management.
• Retirement Planning: He helps clients plan for a comfortable and secure retirement by developing personalized savings strategies and investment plans.
• Estate Planning: Mr. Feigelman works with clients to develop comprehensive estate plans that address their wishes for the distribution of their assets after their passing. This includes wills, trusts, and other estate planning documents.
• Tax Optimization: He provides guidance on strategies to minimize tax liabilities and maximize after-tax returns.
• Insurance Planning: He assists clients in selecting appropriate insurance coverage to protect their assets and financial well-being.

Why Choose David Feigelman David Feigelman distinguishes himself through his deep industry knowledge, client-centric approach, and unwavering commitment to delivering superior results. He prioritizes building long-term relationships with his clients, acting as a trusted advisor and partner throughout their financial journey. His dedication to ongoing education and professional development ensures that he remains at the forefront of financial trends and best practices. He is a reliable resource for navigating complex financial decisions and achieving long-term financial goals. His team focuses on providing a supportive and professional environment, ensuring a seamless experience for all clients. The firm’s commitment to accessibility further demonstrates its dedication to serving a diverse client base.

Contact Information:

• Address: 1 Town Center Rd, Boca Raton, FL 33486, United States
• Phone: 5613613428
• Website: advisor.ml.com

In conclusion, Merrill Lynch Financial Advisor David Feigelman offers a comprehensive suite of financial services within a conveniently located and accessible office. While currently lacking extensive online reviews, his expertise, dedication to client service, and focus on accessibility make him a valuable resource for individuals and families seeking professional financial advice.

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"summary": "Merrill Lynch Financial Advisor David Feigelman provides comprehensive financial consulting and planning services in Boca Raton, Florida, prioritizing client needs and accessibility.",
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