Merrill Lynch Financial Advisor Steven A Latterman
600 Grant Street, Pittsburgh, Pennsylvania 15219
About the Merrill Lynch Financial Advisor Steven A Latterman
At Merrill Lynch Financial Advisor Steven A Latterman, we provide our clients with access to a wide array of investment solutions through Merrill and banking products from Bank of America. Located on the 49th floor of 600 Grant St in Pittsburgh, PA, our team is dedicated to helping high net-worth families, business owners, and professionals achieve their financial and life goals.
Our Approach:
The Latterman-Friedman Group specializes in offering comprehensive “WealthCare” advice. We focus on coordinating our clients' savings, tax, retirement, and estate planning strategies into an integrated, cost-effective plan. Our goal is to help you manage, grow, and preserve your wealth today while considering its impact on future generations. We continually monitor and adjust your plan as your circumstances, priorities, and goals evolve.
Services Offered:
- Investment Solutions and Banking Products: Access to a broad range of investment options from Merrill and banking services from Bank of America.
- Market Insights: Receive timely updates on market trends and the global economy to help keep your financial plan on track.
- Comprehensive Financial Planning: We work with you to develop and stress-test a plan tailored to your aspirations, whether you are managing future healthcare expenses, planning for college, considering a business sale or home purchase, or preparing to transfer wealth to future generations.
Why Choose Us:
- Personalized Approach: From the outset, we focus on your personal aspirations and encourage you to ask questions about what matters most to you.
- Expertise and Resources: Leverage the investing insights of Merrill and the banking capabilities of Bank of America to make informed decisions.
- Risk Awareness: We remind clients that investing involves risk, including the potential loss of money. Past performance does not guarantee future results.
Important Considerations:
- Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Clients should consult their legal and tax advisors before making financial decisions.
- The material provided by Merrill is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy.
- Understanding the differences between brokerage and investment advisory services is crucial, as they offer different types of advice, assistance, fees, and obligations.
Affiliations and Regulatory Information:
- 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.
- Trust, fiduciary, and investment management services are provided by Bank of America, N.A., and its agents.
For more information about our services and how we can help you achieve your financial goals, please visit us at 600 Grant St, 49th Floor, Pittsburgh, PA 15219, United States, or contact us directly to schedule a consultation with Steven A Latterman.
600 Grant St 49th Floor, Pittsburgh, PA 15219, United States
Opening hours of Merrill Lynch Financial Advisor Steven A Latterman
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
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