Merrill Lynch Financial Advisor Brian Heins

Among the corporate towers in Bryant Park, a financial consultant helps individuals and families weigh options in insurance, retirement funding, and portfolio strategy. Scheduling an appointment somewhere in Midtown means coordinating with someone who bridges access to managed accounts, estate planning, and education funding vehicles. On the third floor at 1 Bryant Pk, 3rd Floor, New York, NY 10036, practical guidance meets day-to-day logistics.

Across college savings plans and employer-sponsored retirement programs, clients tap into risk assessment, tax-efficient investing, and periodic portfolio reviews. Beside insurance analysis and asset allocation modeling, the process often involves clarifying beneficiary designations and cash-flow projections. Every conversation keeps an eye on long-term objectives while addressing immediate liquidity needs.

To connect with this office, call (212) 382-8686; a directions link sits at map.