Merrill Wealth Management Opens New Office in Forest Hills
Visits: 0
By Britney Trachtenberg
A state-of-the-art Merrill Wealth Management office has opened its doors in Forest Hills.
Led by Senior Resident Director Edward W. Blatz and Senior Financial Advisor/Senior Vice President Michael T. Rooney, the Blatz-Rooney Group Team at Merrill Wealth Management wants to help clients reach their financial goals through personalized advice from knowledgeable advisors.
Residents of Forest Hills, Kew Gardens, Rego Park, and surrounding Queens, NYC neighborhoods can now find a financial advisor in Forest Hills who examines their complete financial picture through Merrill’s Investment Advisory Program.
Merrill’s Investment Advisory Program is the main way that people receive guidance about their investments such as stocks, mutual funds, bonds, tax efficient strategies, and alternative investments. The Chief Investment Office and Bank of America Global Research team inform the program with top insights.
People can meet their advisor in a number ways — through a family member’s recommendation or at community events. If clients do not have financial advisors in their personal networks, Merrill Wealth Management can assist with the process.
The research-backed Merrill Advisor Match website connects people with a financial advisor based on their needs, preferences, and personality traits in three steps. First, prospective clients fill out a short questionnaire. Then, they receive a list of advisors who meet their needs. Next, they select an advisor of their choice.
The matching program includes a free financial consultation. People can ask their advisors about Certificate of Deposit and preferred deposit rates as well as new checking account offers.
Merill Lynch clients can receive perks from parent company Bank of America’s Preferred Rewards program. Small Business, Retail, Preferred, and Wealth Management clients are eligible for tiered bonuses contingent on their Merrill investment balances or Bank of America deposit accounts. Clients can enroll in the rewards program online or through their advisor.
Clients work with their Merrill advisor to create goal-structured plans to help them save for retirement and achieve other savings goals.
The Blatz-Rooney Group at Merrill Wealth Management is located at 6965 Yellowstone Blvd. in Forest Hills, Queens. They can be reached via phone at (718) 310-2244 and by email at ed_blatz@ml.com or m_rooney@ml.com.
