Zachery Freire
,
Senior Financial Advisor
69 State Street
Albany, NY 12207
518.462.8328
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.


Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as The CEG's Veteran Connect Center. Additionally, I am a US Army Veteran.
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Zachery Freire is registered to do business in AZ, CA, CO, CT, DC, FL, HI, IL, IN, KS, MA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI.