Merrill Lynch Financial Advisor Allan Fiore offers comprehensive financial planning and wealth management services tailored to individual and business clients. As part of Merrill, a division of Bank of America, Allan Fiore leverages extensive resources and a disciplined approach to help clients navigate complex financial landscapes. His practice focuses on personalized strategies that align with each client’s life goals, including retirement planning, investment guidance, and legacy planning. With a strong emphasis on long-term relationships, Allan provides guidance grounded in deep market insight and a commitment to fiduciary responsibility.

Drawing on Merrill’s global research and digital tools, Allan crafts customized portfolios designed to balance risk and reward according to each client’s financial priorities. He often works with high-net-worth individuals, executives, and multi-generational families, helping them build and preserve wealth through all stages of life. The practice emphasizes ongoing communication and proactive adjustments to financial plans, ensuring clients remain on track to reach their objectives. Through the affiliation with Bank of America, clients also benefit from integrated banking solutions.

Website: https://advisor.ml.com/sites/ny/saratoga-sprin/seam

Key Services:

– Personalized financial planning
– Investment management and asset allocation
– Retirement income and savings strategies
– Wealth transfer and estate planning
– Risk management and insurance review
– College savings strategies
– Charitable giving and philanthropy planning
– Business financial services and succession planning