Merrill Lynch Financial Advisor Jeffrey Fazio

Financial consultants in Lower Manhattan often occupy the upper floors of glass towers, where the view is as much a part of the conversation as portfolio allocations. Merrill Lynch Financial Advisor Jeffrey Fazio operates from one such perch at 225 Liberty St 40th Floor, New York, NY 10281, where the elevator ride itself feels like a transition into a different kind of decision-making. The address places the practice within the Financial District’s core, a neighborhood where briefcases outnumber backpacks and the hum of the trading floor echoes through the streets below.

Clients here typically seek guidance on retirement planning, tax strategies, and investment management—services that become more pressing when your commute involves a subway transfer or a ferry ride across the harbor. The practice also handles estate planning and insurance solutions, topics that surface during quiet moments between market updates. While the category itself can feel abstract, the proximity to the World Trade Center PATH station makes the office surprisingly accessible for those coming from New Jersey or Brooklyn.

Appointments can be arranged by calling (212) 236-3312, though the high-rise setting means visitors should allow extra time for security checkpoints. Directions to the office are best pulled from the map listing, which pinpoints the entrance amid the cluster of towers near the South Street Seaport.