Merrill Lynch Financial Advisor Philip S Dunham

Merrill Lynch Financial Advisor Philip S Dunham is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, United States. The institution specializes in Wealth Management, offering personalized financial strategies tailored to each client's goals and priorities. The team, known as The Dunham/Bórquez Group, has over 75 years of combined international business experience in various industries. They provide services such as Brokerage and Wealth Management Advice, Retirement Planning, Commercial Lending, and access to Banking Services through Bank of America.

The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to help clients document and achieve their financial goals. By regularly reviewing and adjusting financial approaches, the team aims to help clients stay on track towards their objectives.

Merrill Lynch Financial Advisor Philip S Dunham values getting to know each client personally to create a customized investment approach that reflects their personality and priorities. With access to the resources of Merrill and Bank of America, the team helps clients navigate the complexities of their financial lives and pursue their long-term goals. They provide the latest investment insights, tips, and strategies to help clients live their best financial life.

The institution also offers services such as Chartered Retirement Planning Counselor™ (CRPC™) certification and comprehensive financial solutions through Bank of America. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, but encourage clients to consult their appropriate advisors before making financial decisions. With a focus on personalized service and tailored financial strategies, Merrill Lynch Financial Advisor Philip S Dunham strives to help clients achieve their financial goals.