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Merrill Lynch Wealth MGMT Advisor Michael J OToole III
Halfmoon, Saratoga

Financing specialist
 : 
Merrill Lynch Wealth MGMT Advisor Michael J OToole III

Halfmoon, Saratoga

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About Merrill Lynch Wealth MGMT Advisor Michael J OToole III
Professional experience
Title: Michael J. O'Toole III - Wealth Management Advisor at Merrill Lynch Description: Welcome to the profile of Michael J. O'Toole III, a respected and experienced Wealth Management Advisor based in Clifton Park, NY. As a Retirement Benefits Consultant and part of the elite group of advisors at Merrill Lynch Wealth Management, Mike brings a wealth of knowledge and expertise to help clients navigate the complexities of financial planning. With a focus on retirement benefits, Mike is skilled in assisting clients with their long-term financial goals. His extensive experience and dedication have earned him the prestigious Certified Investment Management Analyst (CIMA®) designation, along with other notable credentials such as CPFA™ (Certified Plan Fiduciary Advisor) and C(k)P® (Certified 401(k) Professional). At Merrill Lynch, we empower our advisors with the broad resources needed to provide personalized financial solutions. As a client, you can trust that Michael O'Toole will leverage these resources to create a tailored plan that aligns with your unique needs and aspirations. Located in Clifton Park, NY, Michael J. O'Toole III is part of the Merrill Lynch team at 449 Route 146. As a registered broker regulated by FINRA, he upholds the highest standards of integrity and professionalism in his practice. Michael is dedicated to helping clients make informed investment decisions and guiding them towards financial success. If you are seeking a dedicated Wealth Management Advisor in Clifton Park, NY, look no further than Mike O'Toole. His commitment to client satisfaction, combined with his knowledge and experience, make him a trusted partner in your financial journey. Contact Michael J. O'Toole III at Merrill Lynch to schedule a consultation and discover how he can help you achieve your financial goals.

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Location

Halfmoon, Saratoga (12065)

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  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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