Merrill lynch wealth strategies in Connecticut

have about your financial future, Merrill Lynch Financial Advisor Benjamin C Smiles is here to provide personalized guidance and support. Located at 301 Tresser Boulevard in Stamford, Connecticut, our team at The Smiles Group is dedicated to putting you at the center of the planning process, offering access to global investing capabilities from Merrill and banking solutions from Bank of America. Whether you're planning for your children's education, ensuring income lasts through retirement, covering healthcare costs, or preserving wealth, our team can assist you in identifying and prioritizing your personal goals. We believe in developing a personalized financial strategy aligned with your aspirations to help you manage, grow, and preserve your wealth today and for the future.

Merrill Lynch Financial Advisor Mark Nastri, located at 1499 Post Road, Fairfield, Connecticut, United States, is a distinguished finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Mark Nastri, a partner in the Serio, Nastri & Hyman Group, is an experienced financial advisor committed to building strong client relationships based on trust and personalized service. Recognized by Forbes for his expertise, Mark creates financial strategies tailored to his clients' goals and aspirations, helping them navigate life's financial challenges. With access to the global resources of Merrill, Mark and his team offer personalized wealth management planning to address each client's unique concerns and goals. By understanding each client's priorities and financial situation, they can create a customized plan designed to optimize short- and long-term goals. Whether clients are focused on growing, preserving, or transferring wealth, Mark Nastri and his team are dedicated to providing the experience and resources needed to help clients build a personalized financial plan rooted in the unique complexities of their lives.

The BBK Group, located at 185 Asylum Street in Hartford, Connecticut, is a finance institution supported by the global resources of Merrill. Their team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate at Merrill Lynch Wealth Management, your financial advisor will focus on your family, goals, and priorities, adapting as they change over time. The institution believes in achieving financial success by making investment decisions that align with your personal goals. Through conversations and the Investment Personality Assessment, they aim to understand your unique needs and preferences to create a customized financial approach. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop a plan that addresses your financial needs. The institution's mission is to understand you and what matters most to you, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk. Through the Merrill Personal Wealth Analysis™, they can build a personalized plan centered on your goals. They understand that life and financial markets change, so they will regularly review your progress and make adjustments as needed. The institution puts you first, providing a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor to help you achieve your goals. With personalized investment strategies and comprehensive financial solutions, they aim to help you live your best financial life.