Merrill Lynch Financial Advisor Daniel Memo

At Merrill Lynch Financial Advisor Daniel Memo, our mission begins with understanding you and what matters most to you. Located conveniently at 4137 Boardman-Canfield Rd, Canfield, OH, we offer personalized financial advisory services designed to help you and your family pursue your financial goals while managing investment risks.

With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we provide timely insights on market trends and the global economy to keep you on track. Our approach is centered on thoughtful questions and careful listening to grasp where your wealth stands today and where you envision it in the future.

We specialize in designing and implementing customized plans to help you manage, grow, and preserve your wealth. Whether you're planning for future health care expenses, preparing for college, considering the sale of a business or a home purchase, or planning to pass your wealth to future generations, it all starts with a well-crafted strategy.

Our financial services include access to Merrill's investment insights and Bank of America's banking solutions. This combined expertise helps you make informed decisions to pursue your financial aspirations.

Please be aware that investing involves risk, and there is always the potential of losing money when you invest in securities. Past performance does not guarantee future results, and asset allocation, rebalancing, and diversification do not guarantee against risk in broadly declining markets. Merrill and its affiliates do not provide legal, tax, or accounting advice, and you should consult your legal and/or tax advisors before making any financial decisions.

Our offerings include a broad range of brokerage, investment advisory (including financial planning), and other services. For more information on our services and the differences between brokerage and investment advisory offerings, please speak with your Merrill financial advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly-owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly-owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly-owned subsidiary of Bank of America Corporation.

Visit us at our Canfield location or contact us to learn how we can help you carve a clear path forward for your financial future.