Merrill Lynch Financial Advisor Dan Herzig

Merrill Lynch Financial Advisor Dan Herzig, located at 4908 Whiteford Road, Toledo, Ohio, United States, offers insights, observations, and personalized financial strategies to help clients achieve their goals. Specializing in retirement planning, market volatility, and personalized wealth management, Dan Herzig focuses on understanding each client's unique financial picture and goals. By utilizing the Merrill Personal Wealth Analysis® tool, he can create a customized plan centered on the client's aspirations. With access to investment insights from Merrill and banking solutions from Bank of America, Dan works to help clients manage, grow, and preserve their wealth. Committed to community involvement, Dan follows the deep-seated Merrill tradition of giving back. Through ongoing conversations and personalized financial approaches, Dan helps clients navigate life changes and achieve their financial goals. As a registered financial advisor in multiple states, Dan Herzig is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.