Merrill Lynch Financial Advisor Cary Hanosek - Columbus, Ohio

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Introduction to Merrill Lynch Financial Advisor Cary Hanosek

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In the competitive field of financial advisory services, Merrill Lynch stands as a prominent name offering comprehensive financial solutions. Among its team of dedicated professionals is Cary Hanosek, a financial advisor based in Columbus, Ohio. This profile provides a detailed overview of Mr. Hanosek's expertise, accessibility, and the services he offers to clients seeking financial guidance.

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Background and Professional Profile

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Cary Hanosek operates as a key member of the Merrill Lynch advisory team within the Columbus metropolitan area. His professional designation primarily revolves around two core specialties: Financial Consultant and Financial Planner. These roles signify a comprehensive approach to client financial well-being, encompassing investment management, retirement planning, estate strategies, and overall wealth accumulation and preservation strategies.

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As a Merrill Lynch representative, Mr. Hanosek benefits from the firm's extensive resources, research tools, and diverse product offerings. This affiliation provides clients with access to a wide array of investment options and sophisticated planning techniques, tailored to meet individual financial objectives across various market conditions.

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Contact Information and Office Location

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For individuals seeking to connect with Cary Hanosek, Merrill Lynch provides several avenues for contact. The office is conveniently located at 8890 Lyra Dr, Columbus, OH 43240. This Columbus location places him within a key hub for business and residential activity, potentially offering accessibility for clients from surrounding areas. The physical address is essential information for anyone planning an in-person meeting or wishing to visit the office premises.

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Direct contact can also be established via telephone. The office phone number is 48804809, and callers are typically directed to the Merrill Lynch switchboard or an assistant to arrange a consultation. For those who prefer digital interactions or wish to explore the advisor's background and services online, a dedicated professional website is available: https://advisor.ml.com/sites/oh/columbus-oh/atlasgroup. This online resource likely provides detailed information about Mr. Hanosek's experience, credentials, and the specific financial services offered to clients.

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Areas of Expertise: Financial Consulting and Planning

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The cornerstone of Cary Hanosek's professional practice lies in his dual focus on financial consulting and planning. As a Financial Consultant, his role involves understanding a client's current financial situation, risk tolerance, and short-to-long-term financial goals. This consultation phase is crucial for building a personalized roadmap tailored to individual needs.

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Expanding on this, his role as a Financial Planner involves the strategic implementation of the consultation outcomes. This includes structuring investment portfolios, establishing retirement income strategies, implementing tax-efficient planning measures, and ensuring the client's wealth is protected and grows effectively over time. Financial planning is a dynamic process, continuously reviewed and adjusted to reflect life changes and evolving market environments.

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Accessibility Information

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Merrill Lynch is committed to providing equitable access for all clients, regardless of physical ability. The Columbus office led by Cary Hanosek reflects this commitment through specific accessibility features designed to accommodate clients with disabilities:

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• Wheelchair Accessible Entrance: The building welcomes clients using mobility aids with a fully accessible entrance.

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• Wheelchair Accessible Parking Lot: Designated accessible parking spaces are available within the office complex or nearby parking facilities.

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• Wheelchair Accessible Restroom: An accessible restroom is provided on the premises.

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• Restroom: Standard restroom facilities are also available for all clients.

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These features ensure that the financial planning process, which often involves sensitive discussions and detailed analysis, can be conducted comfortably and independently by all clients.

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Client Recommendations and Best Practices

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When seeking financial advisory services, particularly in a field as specialized as wealth management, it is prudent to approach the process methodically. For individuals considering contacting Cary Hanosek or other Merrill Lynch advisors:

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Initial Steps and Consultations

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Prospective clients are typically encouraged to schedule an initial consultation. While the office may be open to walk-ins, scheduling an appointment ensures dedicated time with the advisor and facilitates a more thorough discussion of financial goals and needs. Appointments are recommended, as highlighted in the office information, allowing both the client and the advisor to prepare adequately for the meeting.

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Understanding the Advisor's Approach

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Before committing to an advisory relationship, potential clients should seek clarity on the advisor's investment philosophy, fee structure, and typical client communication protocols. Understanding whether recommendations are primarily based on Merrill Lynch's platform or personalized strategies is also important. Inquiring about the types of clients the advisor typically serves can help ensure a good fit based on shared values or financial complexity.

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Leveraging Technology and Resources

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The dedicated website (https://advisor.ml.com/sites/oh/columbus-oh/atlasgroup) serves as a valuable resource for background information. Clients are encouraged to review the advisor's credentials, experience, and client testimonials (if available) before the first meeting. However, it should be noted that the company currently has 0 reviews on Google My Business, indicating a potential lack of public client feedback. In such cases, relying on firm-provided information, credentials, and direct consultation becomes even more critical.

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Ongoing Communication and Expectations

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Financial planning is typically an ongoing relationship. Prospective clients should clarify expectations regarding regular reviews, performance reporting, and the frequency and nature of communication with the advisor. Establishing clear expectations upfront helps manage the client-advisor relationship effectively.

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Evaluating the Service

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While objective, 0 reviews make it challenging to assess client satisfaction publicly. Clients are advised to rely on their direct experience during consultations and subsequent interactions to determine if the advisor's approach aligns with their needs. Discussing potential scenarios, fee structures, and the investment selection process during the initial meeting provides practical insight.

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Conclusion

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Cary Hanosek, operating as a Merrill Lynch Financial Advisor in Columbus, Ohio, offers professional financial consulting and planning services. His office is equipped with accessibility features to ensure all clients can utilize his expertise comfortably. Located at 8890 Lyra Dr, reachable via phone (48804809) or the dedicated website, Mr. Hanosek represents a resource for individuals seeking structured financial guidance from a reputable financial services firm. Potential clients are encouraged to schedule an appointment to discuss their specific financial circumstances and explore how Merrill Lynch's offerings might support their long-term financial wellness journey.

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"summary": "Merrill Lynch Financial Advisor Cary Hanosek offers financial consulting and planning in Columbus, OH. His office is wheelchair accessible and can be contacted at 8890 Lyra Dr or via phone.",
"keywords": ["Financial Advisor", "Financial Planner", "Merrill Lynch", "Columbus OH", "Financial Consultant", "Wealth Management", "Investment Planning"],
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