TOP 30 Risk management insurance 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.
UMass Extension Main Office
The UMass Extension Main Office, located at 80 Campus Center Way in Amherst, Massachusetts, is a university institution that integrates research and outreach education from UMass Amherst. The institution offers resources within various interest areas, including agriculture, horticulture, nutrition education, clean energy, and more. Recent events hosted by the institution include the Western Massachusetts Solar Forum and the Greening the Gateway Cities Program. The institution also works with community organizations to provide access to fresh produce for SNAP participants through partnerships with mobile farmer's markets.
Merrill Lynch Financial Advisor Dan Whiting
Welcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.
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