Merrill Lynch Financial Advisor Eric McClurg
About the Business
Merrill Lynch Financial Advisor Eric McClurg, located at 320 West 8th Street in Bloomington, Indiana, offers personalized financial planning services to help clients achieve their goals. The Suhr & McClurg Group team provides access to global investing capabilities and banking solutions from Bank of America, allowing them to assist clients in prioritizing personal goals such as education funding, retirement planning, healthcare costs, and wealth preservation. By developing a personalized financial strategy aligned with each client's aspirations, the team aims to help manage, grow, and preserve wealth for the long term.
The team at Merrill Lynch believes in starting every relationship with a conversation to understand each client's unique goals and priorities. Through the Investment Personality Assessment, they gain a deeper understanding of how clients think and feel about investing, allowing them to customize a financial approach tailored to individual preferences. With regular check-ins to discuss changes in clients' lives and financial markets, the team helps clients stay on track to achieve their most important goals.
Recognized for exemplary client service, the advisors at Merrill Lynch strive to build strong client relationships based on trust and personalized service. By getting to know clients personally and understanding what matters most to them, the team can create a financial approach that reflects their personality and priorities. With access to the latest investment insights and strategies, clients can work with the team to achieve their financial goals and live their best financial life.
As a Merrill Lynch Wealth Management Advisor, Eric McClurg and his team offer customized investment approaches to address clients' needs and pursue their goals. With a focus on personalized strategies and comprehensive financial solutions, clients can benefit from a dedicated one-on-one relationship with a Merrill advisor. By putting clients first and staying informed about their changing needs and goals, the team aims to help clients achieve financial success and navigate the complexities of their financial lives.
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Location & Phone number
320 W 8th St Suite 103, Bloomington, IN 47404, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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