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TOP 30 Best tax company in Amherst, MA
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Merrill Lynch Wealth Management
Located at 1 South Pleasant Street in Amherst, Massachusetts, Merrill Lynch Wealth Management offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed with timely insights on market trends and the global economy to help you make informed decisions. With three different ways to connect with us, Merrill understands that every financial journey is unique. Receive expert advice on inflation, interest rates, volatility, and investment strategies from the Chief Investment Office. Take a quick quiz to receive actionable next steps for your long-term financial goals. Remember that investing involves risk and past performance does not guarantee future results. Consult with legal and tax advisors before making any financial decisions. Merrill offers brokerage, investment advisory, and other services to meet your needs. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its subsidiaries. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency. Bank of America Private Bank and U.S. Trust Company of Delaware are divisions of Bank of America, N.A. and wholly owned subsidiaries of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and its affiliated banks. Contact a Merrill financial advisor to learn more about the differences between brokerage and investment advisory services.
Legacy Counsellor, P.C.
Legacy Counsellor, P.C. is an Estate Planning Law Firm located at 437 Main Street in Amherst, Massachusetts. The firm serves clients in Massachusetts, Connecticut, and surrounding areas. With a focus on protecting and preserving assets, Legacy Counsellor helps individuals and families plan for the future and leave a lasting legacy for their loved ones. Whether you are a married couple like James & Patti, a business owner like Annabel, or someone like Thomas & Gloria who have inherited substantial wealth, Legacy Counsellor can assist you in creating a comprehensive estate plan that meets your unique needs and goals. By utilizing trusts and other asset protection strategies, the firm helps clients safeguard their assets from potential threats such as creditors, divorces, and taxes.
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