Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Southport, CT area, David Lalich will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Welcome to Merrill Lynch in Stamford, CT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.
Sean is dedicated to understanding your financial needs and developing a plan that will help you work towards your goals. Along with building trust-based relationships, he specializes in making unique investment recommendations that fit your situation.
Originally started in 1976, David Lerner Associates is a privately-held securities broker/dealer, with clients' assets of more than $4.5 billion. From the beginning, the firm has been committed to educating the public about investing opportunities available to them. To that end, the company regularly holds free investment seminars. These seminars attract thousands of people every year and are held throughout the tri-state New York area and in Florida.
