Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
As a strategy based-advisor, Inder helps clients structure customized financial strategies and investment programs designed to help them achieve their Retirement, College and Estate Planning Goals.
Inder has extensive experience working with individuals in periods of financial transition. If you will be retiring or may be changing jobs you will be faced with numerous issues and decisions concerning your retirement plan. There may be options available to you which you were not even aware existed. Inder is a professional who can outline the possibilities, construct and develop the appropriate strategies consistent with your overall personal financial goals.
Inder uses his knowledge and experience to help clients develop and review personalized investment strategies which emphasize proper asset allocation and diversification. Utilizing the resources available at Merrill and Bank of America N.A., Inder also works with small businesses and business owners in areas such as Retirement Planning (Profit Sharing, 401-k, SEP, UNI-K), Financing (Term loans, lines of credit, and commercial Financing), and Cash Management. If your small business could use some direction or benefit from improvement in these areas, contact Inder for a free consultation.
Inder graduated from California State University, Hayward with an MBA and a BBA in Finance. He also holds a CFP® certification awarded by the Certified Financial Planner Board Of Standards INC, and has been a Financial Advisor with Merrill Lynch Wealth Management since 2006.
He currently resides with his family in Princeton, New Jersey. When not in the office, he enjoys listening to podcasts, audio books and frequently does physical fitness. Inder has been in the CrossFit community for 8 years and counting. He enjoys beating other peoples personal records and overcoming his own. To switch up his routine, him and his family go on hikes. His favorite spots to go to include Mountain Lake Natures Preserve Trail and Mercer County Park.
English, Hindi & Punjabi
California State University East Bay
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Bank of America, N.A.
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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