Merrill Lynch Financial Advisor Peter Mannino - Rockledge, Florida

Peter Mannino – A Dedicated Financial Advisor

For individuals and families seeking comprehensive and personalized financial guidance, Merrill Lynch Financial Advisor Peter Mannino presents a valuable resource. Located at 6525 Three Meadows Drive, Rockledge, FL 32955, Mr. Mannino offers a suite of services designed to help clients achieve their long-term financial goals. His phone number is 12424052, and his website, advisor.ml.com, provides further details about his services and background.

Peter Mannino operates as a financial consultant and financial planner, specializing in a wide range of areas. He assists clients with retirement planning, investment management, estate planning, and tax optimization. His approach is rooted in building strong, trusting relationships with his clients, taking the time to thoroughly understand their individual circumstances, risk tolerance, and aspirations. He believes in a collaborative process, working closely with clients to develop customized financial strategies tailored to their specific needs.

Accessibility is a key priority for Mr. Mannino. The office building features a wheelchair accessible entrance, a dedicated wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also readily available. Appointments are strongly recommended to ensure sufficient time for a thorough consultation and strategy development. This commitment to inclusivity ensures that all clients can comfortably engage with his services.

Specialties and Expertise

Mr. Mannino’s expertise encompasses several key areas within the financial landscape:

• Retirement Planning: He helps clients determine the best strategies for securing a comfortable retirement, including savings plans, investment allocation, and Social Security optimization.
• Investment Management: With a deep understanding of market trends and investment vehicles, he crafts diversified portfolios designed to meet clients’ financial objectives and risk profiles.
• Estate Planning: Recognizing the importance of preserving assets and ensuring a smooth transfer of wealth, he assists clients with wills, trusts, and other estate planning documents.
• Tax Optimization: He works with clients to minimize their tax liabilities through strategic planning and leveraging available tax-advantaged accounts.
• Education Savings Plans: Mr. Mannino guides families in establishing and managing education savings plans like 529 plans to help fund their children's education.

Client Feedback & Important Information

Currently, Peter Mannino’s Google My Business page has 0 reviews. This indicates a relatively new presence or a need for clients to share their experiences. However, this does not detract from the potential value of his services. The average opinion, reflecting the lack of reviews, is 0/5. Despite this, his dedication to client service and his comprehensive skillset make him a noteworthy option for those seeking financial expertise.

Key Contact Information:

• Address: 6525 Three Meadows Drive, Rockledge, FL 32955
• Phone: 12424052
• Website: advisor.ml.com

Additional Considerations:

• Wheelchair Accessibility: The office is fully equipped to accommodate clients with mobility limitations.
• Appointments Recommended: Scheduling an appointment ensures a focused and productive consultation.

In conclusion, Peter Mannino offers a professional and client-centric approach to financial planning. His expertise, combined with his commitment to accessibility, positions him as a valuable partner for individuals and families seeking to navigate the complexities of their financial futures. He prioritizes building long-term relationships based on trust and mutual understanding. A thorough assessment of one’s financial situation and goals is always recommended before engaging in any financial planning services. Contacting Mr. Mannino at his listed phone number to schedule an appointment is encouraged to discuss your specific needs and explore potential strategies.

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