Merrill Lynch Financial Advisor Franklin Whitworth - Duluth, Georgia

Introduction to Merrill Lynch Financial Advisor Franklin Whitworth

For individuals and families seeking comprehensive and personalized financial planning and financial consulting services, Merrill Lynch Financial Advisor Franklin Whitworth presents a dedicated resource. Located in Duluth, Georgia, Mr. Whitworth operates within the Wieland-Whitworth Associates team, part of Merrill Lynch’s wider network. This overview aims to provide a detailed understanding of his offerings, accessibility, and the current perception of his services, as reflected in available information.

Location and Contact Information

Mr. Whitworth’s professional address is situated at 2170 Satellite Blvd Suite 400, Duluth, GA 30097, United States. Individuals interested in scheduling an appointment or seeking further information can readily contact him via telephone at 6784741808. Furthermore, prospective clients can access detailed information and resources through the firm’s website: advisor.ml.com. This website serves as a central hub for understanding the firm’s services, investment philosophies, and team members.

Specialties and Services Offered

Franklin Whitworth specializes in delivering tailored financial consulting and financial planning solutions. His services encompass a broad spectrum of financial needs, including:

• Retirement Planning: Developing strategies to ensure a secure and comfortable retirement, considering factors such as savings, investments, and income projections.
• Investment Management: Creating and managing investment portfolios aligned with individual risk tolerance and financial goals.
• Estate Planning: Assisting clients in structuring their estates to minimize taxes and ensure the efficient transfer of assets to future generations.
• Education Planning: Providing guidance on saving for college and other educational expenses.
• Insurance Planning: Evaluating and recommending appropriate insurance coverage to protect against financial risks.
• Tax Planning: Offering advice to optimize tax strategies and minimize tax liabilities.

As a Merrill Lynch advisor, Mr. Whitworth benefits from access to a vast array of resources and expertise within the firm, enabling him to provide clients with a holistic and comprehensive approach to their financial well-being. He focuses on building long-term relationships based on trust, transparency, and a deep understanding of each client’s unique circumstances.

Accessibility Features

Recognizing the importance of inclusivity, the office at 2170 Satellite Blvd Suite 400 is designed with accessibility in mind. Specifically, the location features:

• Wheelchair-Accessible Car Park: Providing convenient parking for individuals using wheelchairs.
• Wheelchair-Accessible Entrance: Ensuring easy access to the building for those with mobility limitations.
• Wheelchair-Accessible Toilet: Offering a readily available accessible restroom facility.
• Toilet Facilities: Standard restroom facilities are available.

Appointments are recommended to ensure adequate time for a thorough discussion of a client’s financial goals and needs. This allows Mr. Whitworth to dedicate his full attention and provide personalized guidance.

Current Client Feedback and Reputation

Currently, the company has 0 reviews on Google My Business. Consequently, the average opinion is 0/5. This indicates a lack of publicly available feedback at this time. It’s important to note that a lack of reviews does not necessarily reflect the quality of the services offered; it simply suggests that clients haven't yet shared their experiences publicly. Further investigation and direct client testimonials would be needed to form a more complete assessment of the firm’s reputation.

Overall Assessment and Recommendations

Based on the available information, Merrill Lynch Financial Advisor Franklin Whitworth presents a professional and accessible resource for individuals seeking expert financial advice. His location in Duluth, Georgia, combined with the firm’s extensive resources and his commitment to personalized service, make him a potentially valuable partner in achieving financial goals. However, the absence of recent client reviews warrants caution. Prospective clients are encouraged to schedule an appointment to discuss their specific needs and assess whether Mr. Whitworth’s services align with their requirements. A direct conversation with the advisor is highly recommended to gain a more nuanced understanding of his approach and expertise.

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"summary": "Merrill Lynch Financial Advisor Franklin Whitworth offers personalized financial consulting and planning services from Duluth, Georgia, with accessibility features, yet currently lacks publicly available client reviews.",
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