Good initial call. Looking forward to learning more about their handling of clients.
Sharon F. Oberlander is the founder of the Oberlander Group, which is a financial advisory group at Merrill Lynch. Ms. Oberlander is a Managing Director of the Wealth Management Division at Merrill Lynch, and she has assembled an exceedingly talented team of experts to assist her with advising clients regarding the optimal management of their financial assets. Sharon F. Oberlander and her associates are decidedly personable, professional, and knowledgeable, and, as a result, they have attracted an extremely loyal cadre of clients over the years. Collectively, they have a tremendous amount of experience and expertise in both the stock and bond markets, and they employ a diversified approach for investing for their clients. Their diversification strategy ensures that the client portfolio performs well in all different types of market environments, because, during any given time period, large segments of the portfolio will be moving forward, and increasing in value. After nearly two decades of working with Sharon F. Oberlander, and her team, the Oberlander Group, I can confidently state that they are absolutely outstanding financial experts and advisers, and I enthusiastically give them my very highest recommendation.
Very accomplished wealth management group