Merrill Lynch Financial Advisor Peter Izzo

New Yorkers juggling investments and retirement planning often wind up at the same Midtown block. Peter Izzo meets clients in Rockefeller Plaza to map out strategies across stocks, bonds, and retirement accounts. Asset allocation discussions start with risk tolerance and shift to long-term goals.

Drop by 75 Rockefeller Plaza, New York, NY 10019 when you need to talk about tax-efficient investing, portfolio reviews, or college-fund planning. The office is easy to reach from Fifth Avenue buses or the subway hub at 49th Street. Weave (212) 415-7811 into your calendar if you prefer to lock in a time before you head over.

Insurance strategies and retirement-income planning sit alongside rollover advice and trust services. Estate planning weaves into the mix for high-net-worth households who want to preserve wealth across generations. College savings vehicles and annuity options round out the menu of choices.

See the route on the map if you’re coming from Brooklyn or Queens—parking garages dot the side streets.