Merrill Lynch Financial Advisor Dale Wallace - Boca Raton, Florida

Merrill Lynch Financial Advisor Dale Wallace: A Comprehensive Overview

For individuals and families seeking expert financial guidance and comprehensive financial planning services, Merrill Lynch Financial Advisor Dale Wallace presents a noteworthy option. Located at 1 Town Center Rd, Boca Raton, FL 33486, United States, Mr. Wallace offers a personalized approach to managing wealth and achieving long-term financial goals. He operates within the prestigious DWJ Group at Merrill Lynch, leveraging the resources and expertise of a globally recognized firm.

Specialties: Mr. Wallace’s core competencies encompass a wide range of financial consulting services. He specializes in crafting tailored strategies for retirement planning, investment management, estate planning, tax optimization, and risk management. His experience allows him to address the unique circumstances and aspirations of each client, moving beyond a one-size-fits-all approach. He meticulously analyzes individual financial situations, considering factors such as income, expenses, assets, liabilities, and risk tolerance to develop a robust and adaptable plan.

Location and Accessibility: The office in Boca Raton is strategically situated within the Town Center area, a thriving business district. The firm prioritizes client convenience and accessibility. Notably, the location offers a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that individuals with mobility challenges can easily access the office. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are strongly recommended to guarantee dedicated time and attention from Mr. Wallace, fostering a productive and collaborative advisory relationship.

Key Information

Here’s a breakdown of pertinent details to assist potential clients:

Other Points of Interest: Currently, the company has no publicly available Google My Business reviews, reflecting a limited online presence. However, the firm’s commitment to accessibility demonstrates a dedication to serving a diverse clientele. It's crucial to note that while the DWJ Group benefits from the vast resources of Merrill Lynch, Mr. Wallace’s personalized approach remains central to his service offering.

Client Experience and Feedback

Despite the lack of recent reviews on Google My Business, prospective clients should understand that Mr. Wallace operates within a structured and regulated environment. Merrill Lynch maintains rigorous compliance standards and provides ongoing support to its advisors. While the absence of direct client feedback warrants careful consideration, the firm’s established reputation and Mr. Wallace’s experience provide a degree of assurance. He focuses on building long-term relationships based on trust and transparent communication. He believes in regularly reviewing and adjusting financial plans to reflect changing circumstances and market conditions.

Overall Opinion: The current average opinion of 0/5 reflects the limited publicly available feedback. However, the firm's accessibility features and Mr. Wallace’s expertise suggest a potentially valuable service. It is recommended that individuals schedule an appointment to discuss their financial needs and assess whether his services align with their objectives. Further due diligence, including independent research and verification of credentials, is always advisable when making significant financial decisions. The firm emphasizes a holistic approach, considering not just investments but also broader life goals and priorities.

Contacting Dale Wallace: Reaching Mr. Wallace is straightforward via his direct phone line: 5613934505. Alternatively, prospective clients can explore his profile on the Merrill Lynch website: advisor.ml.com. We encourage potential clients to schedule an appointment to discuss their specific financial circumstances and explore the possibilities for achieving their long-term goals. His dedication to client success and his understanding of complex financial landscapes make him a potentially valuable resource.