Bank of america financial solutions in Pennsylvania

Merrill Lynch Financial Advisor Conor Malone, located at 417 Lackawanna Avenue, Scranton, Pennsylvania, United States, offers personalized wealth management services to help clients achieve their financial goals. With a team of experienced professionals, including Conor Malone, CFP®, CIMA®, CPFA, clients can expect tailored investment strategies and comprehensive financial solutions. By getting to know each client personally, the team at Merrill Lynch can create a financial approach that reflects individual needs, priorities, and aspirations. Through ongoing communication and regular reviews, clients can stay on track to achieve their goals, regardless of market fluctuations. With access to the global resources of Merrill and banking solutions from Bank of America, clients can receive the support they need to navigate their financial journey with confidence. Conor Malone is registered to do business in multiple states and holds certifications from reputable organizations such as CFP Board and Investments & Wealth Institute. Contact Merrill Lynch Financial Advisor Conor Malone to start building a personalized plan that aligns with your financial objectives and aspirations.

Merrill Lynch Financial Advisor Mark Maggs, located at 985 Berkshire Boulevard in Wyomissing, Pennsylvania, is dedicated to addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. The team at Maggs & Associates works closely with clients to create customized financial strategies tailored to help them achieve their goals. With a focus on personalized service and trust-based relationships, the team is committed to providing knowledgeable perspectives and thoughtful advice to guide clients towards their financial aspirations. As Bank of America Retirement Accredited Financial Advisors and Retirement Benefits Consultants, Mark Maggs and his team offer expertise in defined contribution plans and fiduciary advisory services. By leveraging the global resources of Merrill Lynch, Maggs & Associates aims to help clients design goals-based financial strategies that align with their unique needs and objectives.

visors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Overall, Merrill Lynch Financial Advisor Anastasios A Plevrakis, located in Wyomissing, Pennsylvania, is dedicated to helping clients manage their wealth through personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can work with a team of experienced professionals to create a financial plan tailored to their goals and priorities. By understanding each client's unique situation and goals, the institution aims to provide transparent and customized financial solutions to help clients achieve their financial objectives.

Merrill Lynch Financial Advisor Joshua Bradley is a finance institution located at 417 Lackawanna Avenue, Scranton, Pennsylvania, United States. The DiMattio & Bradley Group at Merrill Lynch believes in building strong relationships through teamwork and involvement, offering personalized financial advice and guidance to help you achieve your goals. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the team can assist you in identifying and prioritizing personal goals such as funding education, retirement planning, managing health care costs, and preserving wealth. By developing a personalized financial strategy aligned with your aspirations, the team puts you at the center of the planning process, ensuring that your financial approach reflects your unique needs and priorities. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team can help customize your financial approach to help you pursue what matters most to you. With regular check-ins and adjustments to your financial approach, the team is committed to helping you stay on track to achieve your goals. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Wealth Management Advisors are dedicated to helping you navigate the complexities of your financial life and build a customized investment approach to address your needs. Let's work together to help you achieve your financial goals.

Merrill Lynch Financial Advisor Deep Damle, located at 224 Valley Creek Boulevard in Exton, Pennsylvania, is dedicated to helping you manage your wealth with a personalized approach. Deep Damle believes in understanding your financial goals and priorities to create a flexible strategy tailored to your needs. With access to investment insights from Merrill and banking solutions from Bank of America, Deep can help you pursue your goals through personalized wealth management strategies. Deep Damle follows the Merrill tradition of community involvement, volunteering with local organizations. Through Merrill Personal Wealth Analysis™, Deep can help build a personalized plan centered on your goals. By starting with a conversation to understand your aspirations and priorities, Deep can tailor a financial approach to help you achieve what matters most to you.

Merrill Lynch Financial Advisor Ted Zobian is a finance institution located at 224 Valley Creek Boulevard in Exton, Pennsylvania, United States. Ted Zobian focuses on managing your wealth by understanding your full financial picture and creating a flexible strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ted Zobian helps clients pursue their financial goals through personalized wealth management strategies. He is deeply involved in the community, volunteering with local organizations. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on your goals. By getting to know you and your investing preferences, Ted Zobian can customize a financial approach to help you achieve what matters most to you. Regular check-ins and adjustments to your financial approach ensure you stay on track to reach your goals. With a focus on understanding your priorities and providing personalized advice, Ted Zobian is dedicated to helping you achieve financial success.

Merrill Lynch Financial Advisor Wayne C Achey is located at 600 Hamilton Street in Allentown, Pennsylvania, United States. Wayne has over 30 years of experience in the financial services industry, specializing in developing strategies for high net worth individuals and families to help meet their long-term goals. He holds the CRPC® designation and is committed to simplifying complex financial solutions for his clients. Wayne is a Portfolio Manager who can provide personalized investment strategies tailored to meet each client's unique needs and goals. Wayne believes in building strong client relationships based on trust and personalized service, with a focus on family, goals, and priorities. By listening to his clients and understanding their financial situation, Wayne creates a customized plan to help them pursue their aspirations. Through the Merrill Personal Wealth Analysis™, Wayne helps clients document their goals and achieve financial success by making informed investment decisions.

Merrill Lynch Financial Advisor Jeffrey K Weiss, located at 600 Hamilton Street, Allentown, Pennsylvania, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeffrey Weiss can help you create a flexible strategy to navigate today's changing market conditions. By participating in the communities they serve, the institution emphasizes a commitment to giving back and volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your aspirations and priorities. The institution focuses on building long-term relationships with clients, understanding their evolving needs and helping them pursue their financial goals. With a deep understanding of behavioral finance, Merrill offers the Investment Personality Assessment to customize financial approaches based on individual investor preferences. Whether planning for retirement, education, or wealth transfer, Jeffrey Weiss can work with you to develop a comprehensive plan to manage, grow, and preserve your wealth. The institution's mission is to understand each client's unique needs and provide tailored solutions to help turn financial goals into reality. By staying in touch with clients and adapting their financial approach to reflect life changes, the institution aims to help clients achieve what matters most to them. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Jeffrey K Weiss is dedicated to helping clients navigate the complexities of their financial lives and pursue their goals.

Merrill Lynch Financial Advisor David E Haight is a trusted institution located at 600 Hamilton Street in Allentown, Pennsylvania, United States. With over two decades of experience in the nonprofit industry, David joined Merrill Lynch Wealth Management in 2009. He holds a master's degree from New York University in Nonprofit and Public Administration and offers personalized financial strategies to help clients pursue their financial goals. Specializing in advising nonprofit organizations with endowments and planned giving, David is dedicated to understanding each client's unique financial situation and needs. At Merrill Lynch Wealth Management, David focuses on building personalized financial plans tailored to each client's goals and priorities. Through Merrill Personal Wealth Analysis™, clients can create a plan centered on their aspirations and objectives. David believes in open communication and engaging clients in the financial decision-making process, ensuring transparency and understanding of potential risks and opportunities.

Merrill Lynch Financial Advisor James I Toth, located at 724 West Lancaster Avenue in Wayne, Pennsylvania, is a prestigious finance institution that has been recognized for its exemplary client service. James I Toth has been featured in Barron's "Top 1,200 Financial Advisors: State-by-State" multiple times, as well as Forbes' "Best-in-State Wealth Advisors" and "Best-in-State Next-Generation Wealth Advisors" lists. With the support of Merrill's global resources, James and his team are dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, James I Toth focuses on understanding his clients' family, goals, and priorities to create personalized financial plans that help them pursue their financial goals while managing investment risk. By providing access to Merrill's investment insights and banking solutions from Bank of America, James helps his clients develop strategies to address their financial needs and adapt to changing life circumstances.

Merrill Lynch Financial Advisor Christian T Reinecker, located at 300 West State Street, Media, Pennsylvania, United States, has been serving the wealth management needs of individuals, families, and business leaders since 1994. The institution offers personalized strategic solutions for long-term financial needs, including individual stock portfolio management, retirement planning, risk management, and asset allocation strategies. The team prides itself on providing intimate and customized service, while also leveraging the global resources of Bank of America and Merrill. Christian T Reinecker graduated from Loyola University in Baltimore and is actively involved in various charities and community activities. With a focus on building personalized plans centered on goals and priorities, the institution offers access to industry research and financial resources to help clients achieve their financial objectives. The team believes in the importance of understanding clients' goals and priorities, and provides ongoing support to help them stay on track. By getting to know clients personally and customizing financial approaches, Merrill Lynch Financial Advisor Christian T Reinecker aims to help clients achieve their financial goals.

Located at 600 Hyde Park in Doylestown, Pennsylvania, Merrill Lynch Financial Advisor Chris A Barnish-Zusin is a trusted institution specializing in finance. Chris Ann Barnish is a Senior Vice President and Wealth Management Advisor with over 30 years of experience. As a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Investment Management Analyst®, Chris is dedicated to providing sound wealth management advice to families and businesses with complex financial issues. She focuses on personalized service and helping clients address important financial matters such as Estate Planning, Retirement Planning, and Income preservation. By listening carefully and asking insightful questions, Chris helps clients reach their financial goals and dreams. At Merrill Lynch Wealth Management, the financial advisor focuses on building a strong relationship with clients by understanding their goals and priorities. The institution offers personalized plans through the Merrill Personal Wealth Analysis™ to help clients achieve their financial objectives. By utilizing the Investment Personality Assessment, the advisor can tailor the financial approach to align with the client's investing preferences.

Merrill Lynch Financial Advisor John Cannon, located at 724 West Lancaster Avenue in Wayne, Pennsylvania, United States, offers personalized wealth management strategies tailored to your individual goals and priorities. With access to investment insights from Merrill and banking services from Bank of America, John Cannon can help you navigate life's changes and plan for a secure financial future. As a Merrill advisor, John Cannon believes in building strong relationships with clients by understanding their unique needs and values. Through the Merrill Personal Wealth Analysis™, he can create a customized financial plan centered on your goals and aspirations. Whether you're saving for retirement, purchasing a home, or funding your child's education, John Cannon can provide guidance and support to help you make informed investment decisions.

The Merrill Lynch Financial Advisor W. Michael G. D'Allaird institution is located at 724 West Lancaster Avenue in Wayne, Pennsylvania, United States. The D'Allaird Group, comprised of D'Allaird, Pedraza, Devlin, and Marotta, is dedicated to providing comprehensive financial advice and services to high-net-worth and ultra-high-net-worth families. With a focus on building long-lasting relationships with clients, the team at The D'Allaird Group works closely with individuals at various stages of their financial journey, from wealth accumulation to retirement planning and legacy strategy. Clients of The D'Allaird Group come from diverse backgrounds, including business owners, entrepreneurs, corporate executives, engineers, physicians, and attorneys, among others. The team takes a personalized approach to financial planning, helping clients navigate complex decisions such as managing concentrated equity positions, planning for retirement, and transferring wealth to future generations. By coordinating with clients' CPAs and attorneys, the team ensures that tax-minimization and estate planning strategies are aligned with clients' long-term goals.

Merrill Lynch Financial Advisor Victor Altadonna Sr, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, 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, Victor Altadonna Sr can help you navigate today's changing market conditions. As a Wealth Management Client Associate and Resident Director Assistant, Victor Altadonna Sr focuses on understanding your priorities, family dynamics, and evolving goals. By starting with a conversation, he helps you identify what matters most to you and creates a personalized plan centered on achieving your aspirations.

Merrill Lynch Financial Advisor Doug Grom, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, United States, is dedicated to helping you manage your wealth by providing personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Doug Grom can assist you in creating a flexible financial strategy tailored to your goals and priorities. By participating in the community and volunteering with local organizations, Doug Grom embodies the Merrill tradition of serving the communities we work in. Through Merrill Personal Wealth Analysis™, Doug Grom can work with you to build a personalized financial plan centered around your goals. By understanding your investment preferences and financial goals, Doug can help you make informed decisions to pursue your aspirations, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations.

Merrill Lynch Financial Advisor Rocco Rugnetta, located at 2 Bala Plaza in Bala Cynwyd, Pennsylvania, is a trusted institution offering personalized financial advisory and wealth management services. Rocco, a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management, has over a decade of experience in managing retirement services and specializes in providing advisory services to affluent families, professionals, business owners, and corporate executives. With a focus on investments, retirement income strategies, corporate retirement plans, endowment & trust services, and college 529 plans, Rocco is dedicated to helping clients achieve their financial goals. Rocco holds an MBA in Finance and has earned designations such as Chartered Retirement Planning Counselor and Certified 401(k) Professional. He is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By understanding each client's unique goals and priorities, Rocco and his team create customized financial strategies that evolve with changing life circumstances and market conditions.

Merrill Lynch Financial Advisor Matthew T. Colflesh, located at 724 West Lancaster Avenue, Wayne, Pennsylvania, United States, is a finance institution that specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. Matthew T. Colflesh is a Certified Financial Planner™ professional with extensive experience in Wealth Management and Executive Benefits Consulting. He is dedicated to working closely with clients to determine their needs and craft customized financial strategies to help them pursue their goals. Recognized as one of Forbes "Best-in-State Wealth Management Teams" in 2024, Matthew and his team at Merrill Lynch Wealth Management are committed to providing exemplary client service and building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, Matthew's team is comprised of talented and experienced individuals who are dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Charles L Cutshall, located at 724 West Lancaster Avenue, Wayne, Pennsylvania, United States, is dedicated to helping clients manage their wealth through personalized financial strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Charles Cutshall can assist in creating a flexible strategy tailored to individual goals and priorities. By participating in the community and volunteering with local organizations, Charles Cutshall demonstrates a commitment to serving clients and understanding their unique needs. Through the Merrill Personal Wealth Analysis™, clients can develop a personalized plan centered on their goals and aspirations, with a focus on long-term wealth management. With a deep understanding of behavioral finance, Charles Cutshall utilizes the Investment Personality Assessment to customize financial approaches and help clients pursue what matters most to them. By regularly reviewing and adjusting financial plans, Charles Cutshall aims to help clients stay on track to achieve their financial goals. With a focus on building a one-on-one relationship with clients, Charles Cutshall works to design and implement personalized plans that address investment risk and turn goals into reality. Certified by the CFP Board, Charles Cutshall is registered to do business in multiple states, offering comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Louis P. Spinelli is a finance institution located at 470 Norristown Road, Blue Bell, Pennsylvania, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. Through one-on-one conversations, they aim to get to know you and your family, and plan for your individual lifetimes. The institution offers personalized financial advice and guidance to help you focus on pursuing your life goals, while also planning for your legacy. With a focus on behavioral finance, Merrill has developed the Investment Personality Assessment to tailor their services to your preferences. The team at Merrill Lynch, led by Louis P. Spinelli, is committed to building strong client relationships based on trust and personalized service. They offer a range of services including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services. By integrating each client’s unique circumstances with the investment insights of Merrill, they create customized strategies to build, manage, and preserve wealth for current and future generations. With access to the global resources of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Louis P. Spinelli is dedicated to helping you achieve your financial goals and stay on track, regardless of market fluctuations. Get personalized investment strategies and comprehensive financial solutions by working with a dedicated Merrill advisor.

Merrill Lynch Financial Advisor Bruce Diamond, located at 101 West Avenue, Jenkintown, Pennsylvania, United States, is dedicated to helping you manage your wealth through personalized strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Bruce Diamond can assist you in creating a flexible financial plan that adapts to changing market conditions. Committed to community involvement, Bruce Diamond volunteers with local organizations to give back to the communities he serves. Through Merrill Personal Wealth Analysis™, Bruce Diamond can help you build a personalized plan centered around your aspirations and priorities, ensuring that your financial approach aligns with your unique needs. By engaging in meaningful conversations, Bruce Diamond strives to understand your goals and provide advice and guidance to help you make informed decisions about your financial future.

Merrill Lynch Financial Advisor Scott M. Blanche is a respected institution located at 101 West Avenue in Jenkintown, Pennsylvania, United States. With over 30 years of experience in the financial services industry, Scott is a dedicated professional committed to serving the best interests of his clients. As a Senior Portfolio Advisor, Scott can provide custom investment strategies to help clients pursue their objectives. He holds prestigious designations such as Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor. Scott believes in the importance of building trusted relationships with his clients through quality time and client education. He leads a team of experienced advisors and support staff who assist a select circle of referred clients and generations of their families. Scott's personalized approach to wealth management includes collaborating with internal specialists and clients' CPAs and attorneys to address their challenges and goals. In addition to his professional responsibilities, Scott is actively involved in volunteering in the community and enjoys spending time with his family in Pennsylvania and Maine. As a Merrill Lynch Wealth Management Advisor, Scott focuses on helping clients achieve their financial goals and priorities, even as they change over time. By getting to know his clients personally and understanding what matters most to them, Scott can create a financial approach that reflects their unique needs and aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, Scott works with clients to develop strategies designed to help address their financial needs and pursue their goals. Whether clients are planning for retirement, saving for a home, or funding a child's education, Scott is dedicated to helping them achieve financial success. By regularly reviewing and adjusting their financial approach, Scott aims to help clients stay on track to achieve what's most important to them. With a focus on client education, personalized service, and a commitment to understanding his clients' goals, Scott M. Blanche is a trusted advisor who puts his clients' needs first.

Merrill Lynch Financial Advisor Christopher A. Lewis is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. Supported by the global resources of Merrill, this group is dedicated to building strong client relationships based on trust and personalized service. Christopher A. Lewis, a Senior Vice President and Wealth Management Advisor with over 30 years of experience, holds certifications such as CFP® and CRPC™, and is actively involved in various financial associations. The institution offers personalized financial strategies aligned with client goals, utilizing the investing capabilities of Merrill and banking solutions from Bank of America. Through conversations and assessments, the team helps clients prioritize and address their financial needs, whether it's planning for education, retirement, healthcare, or wealth preservation. With a focus on understanding client goals and priorities, the institution aims to create a customized investment approach to help clients achieve their financial objectives. As life and goals change, the institution provides tools and updates to ensure clients stay on track towards financial success. Working with a dedicated Merrill advisor means personalized investment strategies and access to comprehensive financial solutions from Bank of America. The institution is committed to helping clients live their best financial life by providing the latest investment insights, tips, and strategies.

Merrill Lynch Financial Advisor Denise Keil Martin, located at 600 Hyde Park in Doylestown, Pennsylvania, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Denise, a First Vice President and Wealth Management Advisor, has been providing sound financial advice and integrated wealth management since 1991. With a focus on Retirement Income Planning/Analysis, Denise and her team assist clients with their employer-sponsored or retirement plan assets. Denise partners with a group of Merrill Specialists to provide recommendations for managing assets, credit arrangements, tax protection, business succession planning, and estate planning. Denise's personalized service, team approach, and extensive experience make her a trusted advisor for high-net-worth individuals, corporate executives, and business owners. She is involved in the Bucks County community and is dedicated to helping clients achieve their financial goals. With access to premier global investment resources at Merrill and Bank of America, Denise invites you to explore the possibilities for managing, growing, and preserving your wealth.

Merrill Lynch Financial Advisor Jon S Rosenwald is a finance institution located at 600 Hyde Park, Doylestown, Pennsylvania, United States. Supported by the global resources of Merrill, the team at this institution is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Senior Vice President and Wealth Management Advisor, Christopher A. Lewis, leads the team with over 30 years of experience. The team focuses on helping clients identify and prioritize their financial goals, offering personalized strategies using a disciplined approach to managing wealth. They provide access to investing capabilities of Merrill and banking solutions from Bank of America to help clients achieve their financial objectives. The team believes in developing a customized financial strategy aligned with each client's unique goals and aspirations. With a focus on understanding the client's investment preferences and goals, they offer personalized financial approaches to help clients pursue what matters most to them. The team at Merrill Lynch Wealth Management is dedicated to helping clients achieve their financial goals and stay on track, regardless of market fluctuations or changes in their life circumstances. They offer personalized investment strategies and comprehensive financial solutions to help clients live their best financial life. The team is committed to providing excellent one-on-one relationships with clients, offering guidance and support in every financial decision.

Merrill Lynch Financial Advisor Christine N Smith is a finance institution located at 600 Hyde Park in Doylestown, Pennsylvania, United States. With a deep-seated tradition of community involvement, Christine Smith volunteers her time with local organizations to better serve the community. Through Merrill Personal Wealth Analysis™, personalized financial plans are created based on individual goals and priorities. As a financial advisor at Merrill Lynch Wealth Management, Christine focuses on the things that matter most to her clients - family, goals, and priorities that may evolve over time. By starting every relationship with a conversation, Christine listens to understand each client's unique needs and aspirations. Using the Investment Personality Assessment, Christine gains insight into clients' investing preferences to customize financial approaches tailored to help achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Christine works with clients to develop strategies aimed at addressing their financial needs. By regularly reviewing and adjusting financial approaches, Christine helps clients stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors like Christine Smith help clients navigate the complexities of their financial lives. Christine is registered to do business in multiple states and provides investment insights, tips, and strategies to help clients live their best financial lives.

Merrill Lynch Financial Advisor Wilford H Lawrence is a finance institution located at 1040 Stony Hill Road, Yardley, Pennsylvania, United States. Managing your wealth begins with a deep understanding of your full financial picture, and Wilford Lawrence can help create a flexible strategy tailored to your individual needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, Wilford Lawrence is committed to helping you pursue your financial goals through personalized wealth management strategies. Wilford Lawrence follows the Merrill tradition of community involvement, volunteering with local organizations to give back. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered on your goals, while the global resources of Merrill ensure a team of experienced individuals dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Daniel W Loftus, located at 600 Hyde Park in Doylestown, Pennsylvania, United States, offers personalized financial planning services to help clients achieve their goals. With nearly 20 years of experience in the financial industry, Dan Loftus is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® designation. Dan and his team at the Lewis Newman Loftus Group are dedicated to building strong client relationships based on trust and personalized service. They work with clients to create personalized plans centered on their goals and focused on achieving financial success. Through Merrill Personal Wealth Analysis®, clients can receive insights and guidance on managing investment risk and navigating market volatility. Dan Loftus is committed to understanding each client's unique needs and priorities, offering tailored solutions to help them pursue their financial goals. With access to the global resources of Merrill and banking solutions from Bank of America, Dan and his team provide comprehensive financial strategies to address clients' evolving needs. Whether clients are planning for retirement, saving for a home, or funding their children's education, Dan Loftus and his team are dedicated to helping clients achieve their financial aspirations.

Merrill Lynch Financial Advisor Reginald W Johnson is a finance institution located in Philadelphia, Pennsylvania, United States. The institution focuses on managing your wealth by creating personalized strategies tailored to your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Reginald W Johnson can help you pursue your financial aspirations. By participating in the community and volunteering with local organizations, the institution aims to build strong relationships with clients. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is developed to help you achieve financial success. The institution believes in understanding your unique needs and priorities to design a financial approach that reflects your personality. With a focus on potential solutions and regular check-ins to discuss changes in your life, the institution is committed to helping you achieve your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Reginald W Johnson is dedicated to providing personalized financial guidance to help you navigate the complexities of your financial life.

Merrill Lynch Financial Advisor Neil R McKeon is located at 1040 Stony Hill Road in Yardley, Pennsylvania, United States. As a finance institution, they specialize in managing wealth by creating personalized strategies based on individual financial goals and market conditions. They offer access to investment insights from Merrill Lynch and banking solutions from Bank of America. Neil McKeon is dedicated to helping clients pursue their goals through personalized wealth management strategies. He believes in building strong relationships with clients through conversation and understanding their aspirations. By using the Merrill Personal Wealth Analysis™, they can create a customized plan centered around the client's goals and priorities. With a focus on understanding clients' investment preferences and goals, Neil McKeon aims to help them achieve financial success. Through ongoing communication and adjustments to the financial approach, they strive to help clients stay on track towards their objectives. The institution also offers investment insights, tips, and strategies to help clients live their best financial life. Neil McKeon is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. (CFP Board). It's important to note that investing involves risk, and clients should consult with legal and tax advisors before making financial decisions. Merrill Lynch does not provide legal, tax, or accounting advice, but offers a range of services including brokerage, investment advisory, and financial planning. With a focus on personalized strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Neil R McKeon is committed to helping clients achieve their financial goals.