Merrill Lynch Financial Advisor Cary James

Financial advice wears many hats in midtown Manhattan, but 75 Rockefeller Plaza hosts one consultant who moves clients from questions to action. From retirement planning to 529 accounts, they handle vehicles that travel the same route—time or taxes. Portfolio reviews turn vague concerns into page-size numbers, and business succession plans find gaps in succession calendars.

Others map market swings, but the advisory desk here also decodes stock options and tracks target-date funds without blinking. Large holdings receive granular glances through estate planning, while smaller assets get streamlined custody under IRAs. Collectibles, real estate, even concentrated positions receive the same filter: upside versus tax drag, growth versus legacy.

Public or private access ends at their doorstep. Dial (212) 284-5841 to book a visit, or quick-scroll their map link for light-pedestrian routes through Rockefeller Center. The elevator number and suite letter greet visitors directly on arrival.