Merrill Lynch Financial Advisor Stanford Baer - Pasadena, California

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Merrill Lynch Financial Advisor Stanford Baer: A Comprehensive Overview

For individuals and families seeking expert financial guidance, Merrill Lynch Financial Advisor Stanford Baer presents a dedicated service offering. Mr. Baer operates as a financial consultant and financial planner, providing tailored strategies to help clients achieve their long-term financial goals. He is a valuable resource for those navigating complex investment decisions, retirement planning, and estate management.

Location and Contact Information: Mr. Baer’s office is strategically located at 800 E Colorado Blvd, Pasadena, CA 91101. Clients can easily reach him by phone at 63562061. His professional website is advisor.ml.com, where visitors can access more detailed information about his services and background.

Key Specializations: Stanford Baer’s expertise encompasses a broad range of financial services, including:

• Investment Management: Constructing and managing diversified investment portfolios based on individual risk tolerance and financial objectives.
• Retirement Planning: Developing comprehensive retirement strategies, incorporating tax-efficient savings and income planning.
• Estate Planning: Working alongside legal professionals to ensure assets are managed and distributed according to clients' wishes.
• Financial Planning for Life Events: Providing guidance during significant life transitions, such as marriage, divorce, or the purchase of a home.

Accessibility and Client Experience: Recognizing the importance of inclusivity, Mr. Baer’s office is designed to be wheelchair accessible, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also readily available. Appointments are highly recommended to ensure dedicated attention and personalized service. Currently, the company has 0 reviews on Google My Business, indicating a limited, though potentially growing, body of client feedback with an average opinion of 0/5.

Additional Points of Interest: Beyond accessibility, Mr. Baer prioritizes a client-centered approach. He is committed to building strong, long-term relationships based on trust and open communication. He understands that every client’s situation is unique and strives to develop customized solutions.

Recommendation: For those seeking a knowledgeable and dedicated financial advisor within the Merrill Lynch network, Stanford Baer represents a solid choice. We strongly recommend exploring his services further through his website: advisor.ml.com. Contacting him directly via phone at 63562061 will allow you to schedule an initial consultation and discuss your specific financial needs.

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