The Friel Group
The Friel Group provides customized wealth planning, investment portfolio management, and access to business financial services to successful individuals, families, and business owners.
We are accessible so that clients can contact us directly about any aspect of their financial affairs and we are proactive: contacting clients when the appropriate opportunity arises.
We enjoy helping our clients achieve their hopes and dreams. We are committed to providing our clients with a transparent, honest, and caring relationship while giving them access to the broadest range of resources and specialists in the industry.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
