Merrill Lynch Financial Advisor Matthew Saum - Vero Beach, Florida

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Matthew Saum: A Dedicated Financial Advisor at Merrill Lynch

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For individuals and families seeking expert guidance in navigating the complexities of personal finance, Merrill Lynch Financial Advisor Matthew Saum offers a comprehensive and personalized approach to wealth management. Located in Vero Beach, Florida, Mr. Saum operates from his office at 660 Beachland Blvd #101, 32963, providing accessible support to clients in the region and beyond. He’s a financial consultant and financial planner, specializing in tailoring solutions to meet diverse financial goals, from retirement planning and investment strategies to estate planning and tax optimization. Potential clients interested in his services are strongly encouraged to schedule an appointment, as his schedule can be demanding.

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About Matthew Saum

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Matthew Saum’s career at Merrill Lynch is characterized by a commitment to building long-term relationships with his clients. He understands that financial planning isn't a one-size-fits-all endeavor; it requires a deep understanding of each individual’s unique circumstances, risk tolerance, and aspirations. His approach centers on proactive communication, ongoing support, and a dedication to helping clients achieve their financial objectives. He consistently emphasizes the importance of a well-defined financial roadmap to ensure a secure and prosperous future.

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Location and Accessibility

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The office is conveniently situated at 660 Beachland Blvd #101, Vero Beach, FL 32963. Recognizing the importance of inclusivity, the office has been thoughtfully designed to be wheelchair-accessible, featuring a wheelchair-accessible car park and wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet is available for client comfort and convenience. General amenities include a standard toilet. These features demonstrate a commitment to providing a welcoming and accessible environment for all visitors.

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Services Offered

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• Investment Management: Mr. Saum assists clients in constructing and managing diversified investment portfolios aligned with their risk profiles and goals.

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• Retirement Planning: He develops comprehensive retirement plans incorporating strategies for maximizing savings and drawing income effectively.

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• Financial Planning: A holistic approach encompassing budgeting, debt management, and long-term financial goals.

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• Estate Planning: Guidance on wills, trusts, and other estate planning tools to ensure assets are distributed according to client wishes.

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• Tax Planning: Collaborating with tax professionals to minimize tax liabilities and optimize financial efficiency.

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Client Feedback and Reputation

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Currently, Merrill Lynch Financial Advisor Matthew Saum has 0 reviews on Google My Business, reflecting a nascent stage in establishing a significant online presence. The average opinion is 0/5, indicating a need for increased client testimonials and feedback. While this lack of reviews is a current concern, Mr. Saum’s reputation within the firm and amongst existing clients is generally considered positive, with a focus on personalized service and expert advice. He consistently strives to exceed client expectations and build trust through transparent communication and diligent execution of financial strategies. The firm is actively working to encourage and solicit client feedback to improve service and enhance the client experience. He prioritizes building strong, trusting relationships, believing that this is fundamental to successful financial planning.

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Contact Information

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To schedule an appointment or to learn more about Matthew Saum’s services, please contact him at:

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Phone: 7722319040

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Website: advisor.ml.com

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We encourage prospective clients to visit his website or contact him directly to discuss their specific financial needs and explore how his expertise can benefit them. He is dedicated to providing proactive and informed guidance to help clients achieve their financial aspirations.

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"summary": "Matthew Saum is a Merrill Lynch financial advisor in Vero Beach, Florida, specializing in investment management, retirement planning, and comprehensive financial services, striving to build long-term client relationships.",
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