Bank of america customer support in Michigan
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Bank of America (Lobby Service Only)
● ClosedBank of America (Lobby Service Only) in Brighton, Michigan offers a convenient and secure banking experience for customers. Located at 8516 West Grand River Avenue, this institution provides essential financial services such as deposits, withdrawals, and account inquiries through its lobby service. With a commitment to customer satisfaction and financial security, Bank of America ensures a seamless banking experience for all clients. Whether you need to manage your finances or seek professional advice, this bank is dedicated to helping you achieve your financial goals.
8516 W Grand River Ave, Brighton, MI 48116, United States -
Bank of America (with Drive-thru ATM)
● ClosedBank of America (with Drive-thru ATM) is a trusted financial institution located at 4725 Wilson Avenue Southwest in Grandville, Michigan, United States. As a leading bank in the area, Bank of America offers a wide range of banking and financial services to meet the needs of individuals and businesses. With the convenience of a drive-thru ATM, customers can easily access their accounts and perform transactions without leaving the comfort of their vehicle. Whether you need to deposit checks, withdraw cash, or speak with a financial advisor, Bank of America is committed to providing exceptional service and support to help you achieve your financial goals. Visit us today to experience the convenience and reliability of Bank of America.
4725 Wilson Ave SW, Grandville, MI 49418, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 333 West Grandview Parkway in Traverse City, Michigan, is a leading finance institution that offers a wide range of wealth planning services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address their financial challenges and opportunities. They provide personalized financial strategies based on years of combined knowledge and experience in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. They work closely with clients to understand their goals and create long-term financial strategies tailored to their needs.
333 W Grandview Pkwy STE 300, Traverse City, MI 49684, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 380 West Western Avenue in Muskegon, Michigan, United States, is a prestigious finance institution that offers a wide range of wealth management services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. The advisors at Merrill Lynch Wealth Management offer financial strategies based on years of combined knowledge and experience in wealth management. They go beyond wealth planning advice to assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.
380 W Western Ave, Muskegon, MI 49440, United States -
Merrill Lynch Financial Advisor Timothy J Long
● ClosedMerrill Lynch Financial Advisor Timothy J Long, located at 250 Monroe Avenue Northwest in Grand Rapids, Michigan, is a finance institution dedicated to helping clients achieve their financial goals. The team of talented and experienced financial advisors at this institution is committed to building strong relationships with clients through trust and personalized service. Recognized by Forbes and Barron's for exemplary client service, the advisors at Merrill Lynch are supported by the global resources of Merrill to provide valuable insights and ideas to help clients pursue their financial objectives. Whether you are a business owner looking to grow your wealth or an individual planning for the future, Merrill Lynch Financial Advisor Timothy J Long and his team can help you develop a customized financial plan tailored to your needs. With access to the investment insights of Merrill and banking solutions from Bank of America, they can work with you to address your financial goals and provide guidance on important financial decisions.
250 Monroe Ave NW Suite 600, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Rua Hekhuis
● ClosedMerrill Lynch Financial Advisor Rua Hekhuis is a finance institution located at 250 Monroe Avenue Northwest, Grand Rapids, Michigan, United States. Rua is dedicated to building strong relationships with clients and providing personalized guidance tailored to their unique goals and circumstances. With a background in private consulting and a focus on goals-based planning, Rua leverages the resources of Merrill and Bank of America to help clients achieve their evolving financial goals. Committed to personalized service, Rua lives in Spring Lake with her husband and two dogs and is actively involved in supporting homeless animals through the Humane Society of West Michigan. As a Senior Portfolio Advisor, Rua can manage investment strategies on a discretionary basis, offering clients access to a range of portfolios and investment solutions. Through Merrill Personal Wealth Analysis™, Rua helps clients develop personalized financial plans centered on their goals. With a team of experienced professionals and the global resources of Merrill, Rua is dedicated to building strong client relationships based on trust and personalized service. By understanding each client's unique needs and aspirations, Rua creates customized financial approaches designed to help clients pursue their goals and manage investment risk. Whether clients are planning for retirement, education expenses, or wealth transfer, Rua works closely with them to develop strategies that align with their priorities. By staying informed about changes in clients' lives and the financial markets, Rua ensures that their financial approaches remain aligned with their goals. Through ongoing discussions and adjustments, Rua helps clients stay on track to achieve what matters most to them. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Rua is equipped to provide clients with comprehensive financial solutions and personalized investment strategies. With a focus on understanding clients' personalities and priorities, Rua offers tailored advice to help clients navigate market fluctuations and life changes. By working closely with clients and drawing on the resources of Merrill and Bank of America, Rua helps clients live their best financial lives and achieve their goals.
250 Monroe Ave NW 6th Floor, Grand Rapids, MI 49503, United States -
Merrill Lynch Financial Advisor Craig R Harris
● ClosedMerrill Lynch Financial Advisor Craig R Harris is a finance institution located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on what matters most to you - family, goals, and priorities, adapting as they change over time. The mission is to understand you and your financial goals, designing and implementing a personalized plan to help you pursue these goals while managing investment risk. The institution offers tools to help you keep track of changes in your life and financial approach, using the Investment Personality Assessment to customize your financial strategy. With access to investment insights from Merrill and banking convenience from Bank of America, the advisors at Merrill Lynch work with you to develop a personalized financial plan. The institution offers a range of potential solutions, premier customer service, and financial tools tailored to your unique circumstances and goals. By getting to know you and your priorities, the team can help you address financial challenges and opportunities. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's important to you. The institution puts you first, offering a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor. With personalized investment strategies and comprehensive financial solutions, the advisors at Merrill Lynch will work with you to design an approach that reflects your unique needs and financial situation, helping you stay on track regardless of market fluctuations. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life. Disclosures regarding risk, legal, tax, and accounting advice are provided, and clients are encouraged to consult their own advisors before making any financial decisions. With a focus on understanding your goals and priorities, Merrill Lynch Financial Advisor Craig R Harris is committed to helping you achieve your financial goals.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Merrill Lynch Financial Advisor Neil J Sawicki
● ClosedMerrill Lynch Financial Advisor Neil J Sawicki, located at 2912 Biddle Avenue in Wyandotte, Michigan, offers insights, observations, and ideas to help clients pursue their financial goals. Neil is a Wealth Management Advisor and a CERTIFIED FINANCIAL PLANNER professional with the Wyandotte Group, working with families and small business owners to develop financial strategies. With a background as a U.S. Army Veteran and former attorney, Neil brings a unique perspective to the group. Recognized on the 2024 Forbes “Best-in-State Wealth Management Teams” list, Neil and his team at Merrill provide personalized financial plans centered on client goals. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. By understanding each client's goals and priorities, Neil helps develop financial strategies that reflect their investment personality and life priorities. Through ongoing communication and adjustments to the plan as needed, Neil aims to help clients pursue their financial goals and navigate life's changes. With access to the investment insights of Merrill and banking solutions from Bank of America, Neil works with clients to develop customized approaches to address their financial needs. The focus is on turning goals into reality and helping clients manage, grow, and preserve their wealth for the future. By regularly reviewing progress and discussing any necessary adjustments, Neil and his team strive to help clients stay on track to achieve what's most important to them.
2912 Biddle Ave 1st Floor, Wyandotte, MI 48192, United States -
Merrill Lynch Financial Advisor Peter T Gibson
● ClosedMerrill Lynch Financial Advisor Peter T Gibson is located at 3030 Cross Creek Parkway in Auburn Hills, Michigan, United States. As a finance institution, Peter T Gibson focuses on managing your wealth by creating a personalized strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Peter T Gibson helps clients pursue their financial objectives through personalized wealth management strategies. Peter T Gibson follows the Merrill tradition of community involvement, volunteering with local organizations. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals and aspirations. By understanding each client's unique financial situation and priorities, Peter T Gibson offers personalized investment strategies and financial solutions to help them achieve their goals.
3030 Cross Creek Pkwy, Auburn Hills, MI 48326, United States -
Merrill Lynch Financial Advisor John Boukamp
● ClosedMerrill Lynch Financial Advisor John Boukamp, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, John Boukamp and his team are dedicated to building strong client relationships based on trust and personalized service. By participating in the community and volunteering with local organizations, they strive to understand your unique needs and priorities. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they can create a customized financial approach designed to help you pursue what matters most to you. With a focus on ongoing communication and regular reviews, they aim to help you stay on track to achieve your goals, no matter how your life and the markets may change. Partner with John Boukamp to design and implement a personalized plan that reflects your personality and helps you address fluctuations in the market, while providing the advice you need to reach your financial goals.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Anthony Kallabat
● ClosedMerrill Lynch Financial Advisor Anthony Kallabat, located at 290 Town Center Drive, Dearborn, Michigan, United States, is a trusted institution in the field of finance. With a focus on understanding your unique financial situation and goals, Anthony Kallabat can help create a personalized wealth management strategy tailored to your needs. By combining the investment insights of Merrill with the banking solutions of Bank of America, Anthony Kallabat aims to help you pursue your financial goals with confidence. As a Merrill Lynch Wealth Management Advisor, Anthony Kallabat is committed to building a strong relationship with each client, starting with a conversation to identify and prioritize your goals. By utilizing tools like the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Anthony Kallabat can create a customized financial plan that evolves with your changing life circumstances and market conditions.
290 Town Center Dr Suite 1100, Dearborn, MI 48126, United States -
Merrill Lynch Financial Advisor Pete Gargasoulas
● ClosedMerrill Lynch Financial Advisor Pete Gargasoulas is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. Supported by the global resources of Merrill Lynch, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation, they help you identify and prioritize your most important goals, whether it's transferring wealth, pursuing your passions, or planning for the future. Drawing upon research in behavioral finance, Merrill offers an Investment Personality Assessment to better understand your preferences and customize your financial approach. The institution's mission is to help you achieve your financial goals by getting to know you personally and designing a personalized plan to manage, grow, and preserve your wealth. With access to Merrill's investment insights and banking solutions from Bank of America, they work with you to develop an approach tailored to your needs. By regularly reviewing your goals and financial approach, they help you stay on track and adjust as needed. Let Merrill Lynch Financial Advisor Pete Gargasoulas help you reach your financial goals and live your best financial life.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Kevin M. Walker
● Closedetween brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor. Merrill Lynch Financial Advisor Kevin M. Walker, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is dedicated to helping clients manage their wealth and pursue their financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Kevin and his team provide personalized wealth management strategies tailored to each client's unique needs and priorities.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 45000 River Ridge Drive in Clinton Township, Michigan, is a leading finance institution dedicated to providing personalized wealth planning services to individuals, families, business owners, executives, and institutions. Our experienced advisors offer comprehensive financial strategies tailored to your specific needs, including retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. Our commitment to client service extends beyond financial advice, as we actively engage in charitable outreach to support the communities in which we operate. As a Merrill client, you will have access to industry-skilled advisors supported by the investing insights of Merrill and a global financial services platform, all working towards helping you achieve your financial and life goals.
45000 River Ridge Dr 1st Floor, Suite 120, Clinton Twp, MI 48038, United States -
Merrill Lynch Financial Advisor Patrick S Kolody
● ClosedMerrill Lynch Financial Advisor Patrick S Kolody, located at 333 West Grandview Parkway in Traverse City, Michigan, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor will focus on your family, goals, and priorities, adapting to changes over time. The institution believes in achieving financial success by understanding your goals and preferences, using tools like the Investment Personality Assessment to tailor a financial approach that aligns with what matters most to you. With access to Merrill's investment insights and banking solutions from Bank of America, they will work with you to develop a customized plan to address your financial needs. The goal is to help you pursue your aspirations, manage investment risk, and turn your goals into reality. As your life and goals evolve, the institution will help you update your approach to reflect these changes. By working together, you can create a financial strategy that reflects your personality and priorities, helping you achieve your goals. Merrill Lynch Wealth Management Advisors will assist you in navigating the complexities of your financial life, providing personalized investment strategies to help you pursue your goals. Whether you are planning for retirement, saving for a home, or passing wealth to future generations, the institution is dedicated to putting you first and providing the guidance you need to live your best financial life.
333 W Grandview Pkwy STE 300, Traverse City, MI 49684, United States -
Merrill Lynch Financial Advisor Kimberly Lynn Martin
● ClosedMerrill Lynch Financial Advisor Kimberly Lynn Martin is a finance institution located at 380 West Western Avenue, Muskegon, Michigan, United States. Our team is dedicated to providing proactive financial advice and guidance to help your business, associates, and families thrive. With offices in West Michigan and Chicago, Illinois, we serve clients throughout the United States. As a designated Bank of America advisor, Senior Resident Director - Wealth Management Advisor, Hammond, Martin & Associates is committed to understanding your institution's needs and goals. Our team of talented specialists offers personalized service and expertise to help you navigate the financial landscape and achieve your objectives.
380 W Western Ave, Muskegon, MI 49440, United States -
Merrill Lynch Financial Advisor Jack McKeough
● ClosedMerrill Lynch Financial Advisor Jack McKeough is located at 380 West Western Avenue in Muskegon, Michigan, United States. Our institution specializes in providing proactive financial advice and guidance to help businesses, associates, and families achieve their goals. With offices in West Michigan and Chicago, Illinois, our team of experts is dedicated to understanding the unique needs and objectives of your institution. We offer personalized service and strategies tailored to your specific requirements, supported by the global perspective and industry experience of Bank of America. As a Senior Resident Director and Wealth Management Advisor, Jack McKeough and his team at Hammond, Martin & Associates are committed to helping institutional investors navigate today's financial landscape. We offer a range of services, including wealth management questionnaires, risk allocation statements, and digital capabilities to help you make informed investment decisions. Our goal is to help you strengthen and grow your organization while fulfilling your goals and missions.
380 W Western Ave, Muskegon, MI 49440, United States -
Merrill Lynch Financial Advisor Janene W Pirbhai
● ClosedMerrill Lynch Financial Advisor Janene W Pirbhai is a finance institution located at 750 Trade Centre Way, Portage, Michigan, United States. Our team is dedicated to working one-on-one with you to develop a personalized financial strategy tailored to help you achieve your long-term goals. We understand that life is constantly changing and evolving, and we are here to help you navigate those changes with a customized approach that reflects your unique priorities and needs. Our team is committed to providing exemplary client service and building strong relationships based on trust and personalized service. We offer access to the investment insights of Merrill and the banking convenience of Bank of America to help you plan for your financial future. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, we aim to gain a deeper understanding of your goals, preferences, and priorities to create a financial approach that is centered around what matters most to you.
750 Trade Centre Way Suite 120, Portage, MI 49002, United States -
Merrill Lynch Financial Advisor Thomas E Durocher
● ClosedMerrill Lynch Financial Advisor Thomas E Durocher is a finance institution located at 777 East Eisenhower Parkway, Ann Arbor, Michigan, United States. Supported by the global resources of Merrill, the group is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. Every relationship begins with a conversation to identify and prioritize your most important goals. Drawing upon research in behavioral finance, Merrill has developed the Investment Personality Assessment to better understand your investing preferences. This assessment helps customize a financial approach tailored to your specific goals and priorities. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals.
777 E Eisenhower Pkwy, Ann Arbor, MI 48108, United States -
Merrill Lynch Financial Advisor Ali A Fayad
● ClosedMerrill Lynch Financial Advisor Ali A Fayad is a finance institution located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The financial advisor focuses on understanding the things that matter most to you - family, goals, and priorities - and helps design a customized wealth management strategy to help you pursue your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, the institution offers strategies to help preserve, grow, and distribute your wealth. The primary focus is on retirement planning, but the institution can help with a variety of financial goals. The institution believes in the importance of seeking advice from an experienced financial advisor who can analyze your situation and provide solutions tailored to your needs. The goal is to help you build a customized investment approach to address your financial needs and pursue your goals. With a dedicated Merrill Lynch Wealth Management Advisor, you can receive personalized investment strategies and comprehensive financial solutions. The institution is committed to helping you stay on track, regardless of market fluctuations, and offers the latest investment insights, tips, and strategies to help you achieve your financial goals.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Merrill Lynch Financial Advisor Shaun M Kosnik
● ClosedMerrill Lynch Financial Advisor Shaun M Kosnik, located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States, is a finance institution dedicated to helping clients grow and preserve their wealth over multiple generations. With a focus on building lasting relationships based on trust, providing professional advice, and impeccable service, the team at Merrill Lynch is committed to utilizing thorough investment research, risk assessment, and investment planning to tailor a disciplined asset allocation strategy to each client's unique needs and objectives. The team at Merrill Lynch works tirelessly to provide premier customer service, always acting with integrity and in the best interest of each client. By collaborating with clients' other advisors, they ensure confidence in all aspects of wealth planning and financial strategies. With a belief in the value of personalized wealth management, the institution offers a range of services to help clients achieve their financial goals.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Merrill Lynch Financial Advisor Devin Reed Ellis
● ClosedMerrill Lynch Financial Advisor Devin Reed Ellis, located at 39001 West 12 Mile Road, Farmington Hills, Michigan, United States, offers personalized financial advice and guidance to clients. The institution, led by The Jennings Wohl Group, believes in building strong relationships through teamwork and involvement. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the team assists clients in identifying and prioritizing personal goals, such as funding education, retirement planning, healthcare costs, and wealth preservation. The Jennings Wohl Group, headquartered in Farmington Hills, Michigan, works with accomplished clients across the United States, streamlining the complexities of significant wealth. Led by founders Jennifer Jennings and Donny Wohl, the team provides tailored programs that align with each client's unique priorities and aspirations. Specializing in advising entrepreneurs, business owners, and professionals, the team offers holistic solutions that integrate Merrill's resources and Bank of America's banking services.
39001 W 12 Mile Rd, Farmington Hills, MI 48331, United States -
Merrill Lynch Financial Advisor Gregory P Suzio
● ClosedMerrill Lynch Financial Advisor Gregory P Suzio, located at 3030 Cross Creek Parkway in Auburn Hills, Michigan, is a finance institution recognized for its exemplary client service. Advisors at Merrill Lynch have received accolades from prestigious financial industry publications, setting the standard for excellence in client relationships. The institution is supported by the global resources of Merrill, with a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Merrill Lynch Wealth Management Advisors focus on understanding the client's priorities, family, and goals to create a personalized financial approach. The institution offers a comprehensive strategy to assist in wealth accumulation and preservation, as well as providing access to investment insights and credit and lending capabilities through Bank of America. The team at Merrill helps clients design and implement personalized plans to pursue financial goals while managing investment risk.
3030 Cross Creek Pkwy, Auburn Hills, MI 48326, United States -
Merrill Lynch Financial Advisor Henry E Gembis
● ClosedMerrill Lynch Financial Advisor Henry E Gembis, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is a prestigious finance institution that prides itself on providing exemplary client service. The team at Merrill Lynch has been recognized by industry publications and Bank of America Corporation for their dedication to building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch have received accolades such as being named on Forbes' "Best-in-State Wealth Management Teams" list for 2023-2024 and "Best-in-State Wealth Advisors" list for 2021-2023. Supported by the global resources of Merrill, the team is comprised of talented individuals committed to helping clients achieve their financial goals.
39577 Woodward Ave Suite 100, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Everett Latos
● ClosedMerrill Lynch Financial Advisor Everett Latos, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is a finance institution dedicated to helping clients achieve their financial goals. With a personalized approach, the team at Merrill Lynch starts by listening to understand what matters most to you and your family. Using the Investment Personality Assessment, they tailor a financial strategy to align with your preferences and aspirations. The Bardel Latos Group, with Financial Advisors holding CFA and CFP designations, offers personalized wealth planning, investment management, and tax-efficient portfolio management for clients with $2 million or more in assets. Supported by the resources of Bank of America and Merrill, the team focuses on building strong client relationships based on trust and personalized service. Through ongoing communication and adjustments, they help clients stay on track to achieve their goals. With a commitment to putting clients first, Merrill Lynch Wealth Management Advisors provide customized investment strategies and comprehensive financial solutions to address individual needs and pursue financial objectives. Contact Merrill Lynch Financial Advisor Everett Latos to start building a personalized financial approach that reflects your unique needs and priorities.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Abraham K Post
● ClosedMerrill Lynch Financial Advisor Abraham K Post is a finance institution located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, United States. The mission of the institution is to truly understand each client and their financial priorities. The team at Post & Associates works with families, individuals, and businesses to design and implement personalized wealth management plans that align with their financial goals. With a focus on open communication and outstanding client service, the institution aims to exceed expectations and build long-term relationships with clients. Post & Associates offers access to the banking services of Bank of America and the investment insights of Merrill, providing clients with a wide range of resources and expertise. The institution specializes in managing retirement savings plans, such as 401(k) plans, and offers support to plan sponsors in executing their fiduciary responsibilities.
39577 Woodward Ave Suite 01-300, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Danielle Mihelich
● ClosedMerrill Lynch Financial Advisor Danielle Mihelich, located at 39577 Woodward Avenue in Bloomfield Hills, Michigan, is dedicated to making a powerful difference in the lives of their clients. Their primary goal is to support clients in achieving their personal and family dreams through unparalleled personal service. The institution offers wealth management services that deliver comprehensive financial strategies designed to provide solutions for all areas of clients' financial lives. They work with individuals, families, and businesses to help build and maintain wealth, always putting their clients' interests first and striving for excellence in every aspect of their practice. Merrill Lynch Financial Advisor Danielle Mihelich believes in a personalized approach to financial planning, starting with a conversation to identify and prioritize clients' goals. They offer the Investment Personality Assessment to gain a deeper understanding of clients' investing preferences and customize financial approaches accordingly. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor Thomas M. Konopka
● ClosedMerrill Lynch Financial Advisor Thomas M. Konopka is a finance institution located at 39577 Woodward Avenue, Bloomfield Hills, Michigan, 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 determine their needs and craft customized financial strategies to help them pursue their goals. Our mission is to understand each client personally and what matters most to them. We believe that financial success can be achieved by making investment-related decisions that align with personally meaningful goals. Drawing upon research in behavioral finance, we use the Investment Personality Assessment to better understand each client's investing preferences and customize their financial approach accordingly.
39577 Woodward Ave 1st Floor, Bloomfield Hills, MI 48304, United States -
Merrill Lynch Financial Advisor J Joseph Fioroni
● ClosedMerrill Lynch Financial Advisor J Joseph Fioroni, located at 3030 Cross Creek Parkway in Auburn Hills, Michigan, is a finance institution dedicated to helping clients achieve their long-term financial goals. Through personalized one-on-one consultations, the team at Merrill Lynch works with clients to develop customized financial strategies tailored to their individual needs and aspirations. By listening carefully to clients' priorities and goals, the advisors at Merrill Lynch aim to provide guidance and support in areas such as wealth transfer, retirement planning, education savings, and more. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can benefit from a comprehensive approach to managing, growing, and preserving their wealth. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service, offering personalized investment strategies and comprehensive financial solutions to help clients pursue their financial objectives. Through ongoing communication and regular reviews, the advisors at Merrill Lynch strive to help clients stay on track towards achieving their goals and adapting to changes in their lives and the financial markets. Whether clients are planning for retirement, saving for a major purchase, or preparing to pass wealth to future generations, Merrill Lynch Financial Advisor J Joseph Fioroni is dedicated to helping clients navigate the complexities of their financial lives and create a plan that reflects their unique needs and priorities. With a focus on understanding clients' personalities and life priorities, the team at Merrill Lynch aims to provide tailored advice and guidance to help clients address market fluctuations and achieve their financial aspirations.
3030 Cross Creek Pkwy, Auburn Hills, MI 48326, United States -
Merrill Lynch Financial Advisor Charley Doherty
● ClosedMerrill Lynch Financial Advisor Charley Doherty, located at 3030 Cross Creek Parkway in Auburn Hills, Michigan, is dedicated to helping clients prioritize and pursue their financial goals. With a focus on understanding each client's unique financial situation and aspirations, Charley can create a personalized wealth management strategy that adapts to changing market conditions. By offering access to the investment insights of Merrill and the banking solutions of Bank of America, clients can receive comprehensive financial guidance and support. As a Merrill advisor, Charley believes in building a deep understanding of his clients' goals and priorities, and designing a personalized plan to help them achieve financial success. By asking thoughtful questions and listening carefully, he can assess where his clients stand financially and where they want to be in the future. Whether clients are planning for retirement, saving for a home, or funding their children's education, Charley can provide guidance on managing, growing, and preserving their wealth.
3030 Cross Creek Pkwy, Auburn Hills, MI 48326, United States
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