Your advisor
Andrew Pleat
18 Division St
Saratoga Springs, NY 12866
(518) 245-8133
Let’s Talk Investments: The election, the markets and you
What could the upcoming election mean for the markets and your portfolio?
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Andy Pleat
,
First Vice President, Resident Director - Wealth Management Advisor
18 Division St
Saratoga Springs, NY 12866
518.245.8133
518.245.8133
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile
Andrew Pleat follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities. Passionate about delivering excellent service, Andrew holds the CERTIFIED FINANCIAL PLANNER™ certification.
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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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Andrew Pleat is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.