Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
585.899.2659
1241 Pittsford-Victor Road
Pittsford, NY 14534
Navigating the financial aspects of life demands a multifaceted approach. It requires strategy, creative thinking and attention to detail. We take the time to understand what makes you unique and focus on what you value most. The result is a sense of well-being that comes with a thoughtfully designed plan.
Many financial disciplines are intertwined, which is why our team takes a holistic view. We look at multiple aspects of your financial life—trust and estate strategies, debt reduction, life insurance, long-term care, tax strategies, retirement planning—in addition to your investments.
Achieving a goal often comes through a combination of steps. For example, restructuring your home financing may provide the funds needed to pay for college or shore up retirement.
It all begins with getting to know you and what you'd like to accomplish (details matter). We then assess your current situation and determine what can be improved upon.
Once a plan is designed around what you value most, we work hard to keep you on track and help guide you through complex decisions.
The hallmark of a great collaboration is when it becomes essential. Many of our clients represent multiple generations of the same family. For them, they can't imagine life without a trusted advisor. We're not only a part of their lives—we're like family.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
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.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day. |
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