Estate planning for retirement in Weston, Florida
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My Legacy Group
β ClosedMy Legacy Group is a leading finance and insurance agency located at 1555 Bonaventure Boulevard in Weston, Florida. Our dedicated team of professionals is committed to helping individuals and families secure their financial future by offering a wide range of services tailored to meet their unique needs. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, we are here to guide you every step of the way. Trust My Legacy Group to protect and grow your wealth for generations to come.
1555 Bonaventure Blvd, Weston, FL 33326, United States -
Merrill Lynch Wealth Management
β ClosedWelcome to Merrill Lynch Wealth Management located at 2400 North Commerce Parkway, Suite 100 in Weston, Florida. Our team of financial advisors believes in creating customized, strategic plans for each unique client, regardless of their financial objectives. We offer a wide range of wealth management services, including retirement income planning, guidance on investments, and estate planning services through Bank of America. Our advisors are dedicated to understanding your personal and professional goals, and work with you to create financial strategies that align with your long-term objectives. We are committed to providing excellent client service and satisfaction, and believe in giving back to the communities we serve through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors supported by the resources of a leading global financial services firm. Our advisors are trained to help you pursue your financial and life goals, and are equipped to assist you with any financial challenges that may arise. Whether you are just starting your career or looking for a new opportunity, consider joining us as a Merrill financial advisor.
2400 N Commerce Pkwy Suite 100, Weston, FL 33326, United States -
Merrill Lynch Financial Advisor Gerald J Licari
β ClosedMerrill Lynch Financial Advisor Gerald J Licari is a finance institution located at 2400 North Commerce Parkway, Weston, Florida, United States. Our team specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. We work closely with clients to create customized financial strategies to help them pursue their goals. Our mission is to understand each client's unique needs and aspirations, and to design and implement personalized plans to help them achieve their financial objectives. We believe in focusing on solutions that can turn goals into reality, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations. With access to the resources of Merrill and Bank of America, we develop tailored approaches to address our clients' financial needs. Our team is committed to building strong client relationships based on trust and personalized service. We offer personalized investment strategies and comprehensive financial solutions to help clients achieve their goals. Contact us to start working towards your financial success.
2400 N Commerce Pkwy Suite 100, Weston, FL 33326, United States
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