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The Kass/Freeman Group is a Merrill Lynch Wealth Management firm offering personalized financial advisory services, investment management, and comprehensive wealth planning for high-net-worth clients in New York.
Data compiled from public sources
The Kass/Freeman Group operates as part of Merrill Lynch Wealth Management, headquartered at One Bryant Park in Midtown Manhattan. The firm specializes in comprehensive wealth management and financial advisory services for affluent individuals and families. With over 70 years of collective experience among team members, the group focuses on delivering a 'boutique-like experience' to clients seeking personalized, sophisticated financial strategies.
The group offers a full spectrum of wealth management services including investment management, personal banking, lending products, retirement and savings account planning, insurance solutions, and comprehensive wealth planning. They provide access to Merrill Lynch's investment solutions combined with Bank of America banking products. The firm also offers educational resources through their BullPen insights platform, planning tools, articles, and events to help clients stay informed about financial matters.
The Kass/Freeman Group distinguishes itself through its consultative approach emphasizing understanding each family's unique situation and priorities. Team members hold significant industry recognition, including Jonathan Kass's listings on Barron's Top 100 Financial Advisors (2010-2025), Barron's Hall of Fame (2020), Forbes Best-in-State Wealth Advisors (2019-2026), and Financial Times 400 Top Financial Advisers (2020). The firm emphasizes collaborative service, personalized attention, and real-world experience managing complex financial situations across multiple wealth management areas.
This firm is suitable primarily for high-net-worth individuals and families seeking comprehensive wealth management rather than consumers with credit issues or general financial challenges. The group's focus on sophisticated strategies, boutique service, and substantial account minimums (typical of Merrill Lynch Wealth Management) means it caters to affluent clients rather than mainstream consumer finance needs. The current 'credit-repair' categorization appears to be a data entry error, as this is a legitimate wealth management advisory firm with no involvement in credit repair services.
This is state-level context for Banks consumers in New York, NY. It does not confirm that Merrill Lynch Financial Advisor Brian Premo or this specific location is licensed.
State regulator
New York Department of Financial Services
Consumer protection
Source: CreditDoc state-law summary and listed public regulator resources. Verify licensing directly with the listed state regulator before relying on a provider.
Merrill Lynch Financial Advisor Brian Premo offers 12 services including Wealth management and financial advisory, Investment management and portfolio strategies, Personal banking services, Lending and credit products, Retirement and savings account planning, and 7 more.
Merrill Lynch Financial Advisor Brian Premo has profile signals associated with High-net-worth individuals and families seeking comprehensive wealth management, Business owners and executives requiring sophisticated financial and tax planning, Affluent New York-based clients needing multi-faceted financial advisory services.
Key strengths: Recognition by Barron's as Top 100 Financial Advisor consistently since 2010; Over 70 years of collective team experience in wealth management; Barron's Hall of Fame designation in 2020 demonstrates long operating-history context. Areas to consider: Wealth management services typically require substantial minimum account sizes, making them inaccessible to average consumers; No listed pricing information available on website; fee structures require direct inquiry.
In the Banks category, comparable providers include Bank of America Financial Center, Bank of America Financial Center, Credit Suisse (Investment Banking). Each company has different strengths, so compare services, pricing, and consumer complaint records before deciding what to do next.
CreditDoc Profile Note
The Kass/Freeman Group is a legitimate, award-winning Merrill Lynch Wealth Management firm best suited for affluent individuals and families seeking comprehensive, personalized wealth advisory services. This firm is NOT a credit repair company and should not be categorized as such; it serves high-net-worth clients with complex financial needs, not consumers seeking credit report remediation or mainstream consumer finance products.
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Profile signals: High-net-worth individuals and families seeking personalized wealth management and investment advice, Large corporations and institutional investors requiring investment banking and capital markets services
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